Geopolitical risks and uncertainty
What can we learn from history and what it all means for institutional investors?
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
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Investor responses
How are investors tackling the issues of de-globalisation and the impact on their portfolios?
COVID-19: The end of globalisation
What would de-globalisation look like given the interconnectedness and complexity of the economy and what does it mean for investors’ portfolios?
Larry Summers: the future of the world
An intimate Q&A with former Treasury Secretary Larry Summers, President Emeritus and the Charles W. Eliot University Professor of Harvard University.
Investor fireside chat
How are investors positioning portfolios and managing short and-long term risks in the current environment?
Learning from real estate
The coronavirus pandemic has impacted the way we work and live in unprecedented ways that are impacting how we consume. This session examines what this means for the asset class opportunities and risks as well as learnings for the whole portfolio.
FIS 2026 at Harvard University