What does the future look like

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Given the disruption and chaos currently facing the world, society and economies, this session looks at what an imagined future would look like and what the role of finance could be in a more informed and sustainable world.[vc_quotes layout=”accordion” 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Key takeaways

Stewart

• The future is about risk allocation, not asset allocation. COVID-19 makes the distinction clearer between mature and less mature economies.
• In the future we should approach benchmarks with caution as they will look very different.
• Supply chains will be more spread across countries to reduce geographic concentration risk.
• The future will see an acceleration of sustainability investing and a rising heat around the demand for social justice. Questions around mission and governance will arise with a greater resolve to implement greater horizon strategies.
• A true long horizon portfolio may move away from 60/40 or 70/30 and move much closer to 100/0.

 Angela

•  The future looks brighter if we invest in technological infrastructure such as broadband.
• The future will see greater investment in the smaller cities.
• Perhaps moving forward we will think very differently about investing in commodities or cryptocurrencies, or risk being left behind.

 Geoff

• Reassuringly, in the long-term the future growth trajectory will look a lot like the past; the combination of labour, capital and technology has been an incredibly resilient and consistent engine of growth and has survived World Wars and pandemics.