Gideon Smith: Fundamentals and the golden age for quants

I chat with Gideon, CIO & global head of portfolio
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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.

Distressed debt opportunities

How should investors allocate capital both domestically and internationally?

Purposeful companies

Is the COVID-19 crisis the paradigm shift needed to redefine business for the 21stcentury and build trust between business and society?

The future of funds management

Given the extreme volatility in markets, the changing global economic risks and policy responses, what is the future of the funds management industry?

Policy responses: investment effects

The crisis has seen unprecedented fiscal and monetary policy responses around the world. So what are the implications for investments?

Global policy responses

How have different governments around the world responded to the health and economic crisis and what are some of the innovative responses that will stimulate the economy and ensure a sustainable recovery?

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