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Events
Impact investing’s case for scale
Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.
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Investing in new infrastructure
This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.
Global debt – the impact over the long term
This session examined the growing debt burden, borrowing from the future, and the impact on markets, the economy and asset class returns.
Distressed debt: what now after the recovery?
Is distressed an indicator of public market activities. Given the recovery in markets, what does that mean for the opportunity in distressed? Will we see a divergence in the bond and equity markets? What are the regional differences and where are the opportunities?
Portfolio construction: The growing influence of government spending on cashflows and currency in the new paradigm
This session looked at the biggest risks that asset owners are facing in this environment over the next 2-3 years as a result of the major shifts to near-zero interest rates, coordinated monetary and fiscal policy (MP3), and heightened internal and external conflict.
The financial system after Covid-19: Reinforcing the lower for longer regime or a catalyst for change
This session examined the structural trends in the financial sector that have been either amplified or altered by the COVID crisis.
Is China’s growing influence a threat or opportunity?
This workshop looked at how to navigate a worsening geopolitical situation and what it means for economic growth.
