By concentrating wealth and economic opportunities in a few cities while destroying the low-cost jobs that have historically fueled global development, AI could end up making much of the world poorer and more divided.
As investors navigate a new market regime, maintaining eyes on the prize means preserving investment objectives. Asset Based Finance is a powerful portfolio diversifier and a differentiated source of income, complimenting traditional direct lending.
Many of the traditional sources of diversification – including bonds, private markets and hedge funds – have become increasingly caught up in the same market forces. This makes alternative risk premia crucial in portfolios.
Every era convinces itself it is living through something unprecedented. Noise and cognitive bias can distort our reading of the world – but a fresh lens reveals just how resilient the global economy really is.
The early earnings season confirms that the American economy retains considerable resilience. Yet financial markets are becoming considerably more selective about what constitutes a good result.
Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.
Private debt has grown in popularity as an alternative source of debt financing, with the asset class tripling in size since 2008. This self-paced, two-hour online short course equips you with the expertise to navigate private debt investment confidently across diverse market conditions.
America's fiscal position is increasingly looking like a train hurtling along a twisting mountain track. The start of a public-debt crisis is usually pretty straightforward. The end is much harder to predict.
Portfolio construction is moving beyond asset-class labels and deliberately selecting the exposures that matter most. Many of the most important portfolio decisions are no longer being made in traditional core allocations, but in the targeted exposures investors choose to build around them.
Traditional strategic allocation frameworks may be too static for a macro backdrop that continues to evolve. Connecting macro signals to portfolio construction helps manage changing risks and opportunities and build portfolios with greater confidence and consistency.
Fundamental active equity allocations should be shorter term, tactical, alpha seeking allocations and/or focused on alpha generating strategies that help to reduce overall portfolio risk.
The most consequential development in financial markets is becoming the competition for capital. Governments are borrowing heavily, technology companies are raising extraordinary sums. … all while long-term government bond yields are approaching levels not seen in more than two decades.
Despite the rising risks, uncertainties, and large negative supply shocks of the last two years, stock markets and the overall global economy have held up quite well. What explains the global economy's apparent resilience?
This session first considered how practitioners can apply multi-lens analysis via AI to decide their key takeouts and next steps from Strategies Summit 2026. Then, our Practitioner Panel discussed which high conviction thesis they heard at Strategies Summit they would investigate further, why, and how.
Powerful structural forces are reshaping the world as we know it. Capturing the opportunities resulting from structural trends, and managing the risks emerging from them can only be achieved through a Total Portfolio Approach.
The forces of innovation and disruption, and changes in investors’ discount rates, drive significant rotations in markets. A corporate life cycle approach provides a balanced global equity core portfolio that can perform through changing markets.
The current regime is defined by a wide distribution of macro outcomes - and the risk that the next drawdown impairs government bonds, the asset expected to cushion portfolios. The solution is not to abandon government bonds, it is to broaden sources of defence and return.
