With the US Federal Reserve engaged in the most aggressive tightening cycle in 40 years, and many other central banks following suit, the outlook for stocks, bonds and other financial assets is highly uncertain. More than ever, practitioners need to understand the drivers of and the outlook for markets. This session - the first stage of our hypothetical Investment Committee meeting - highlights the key secular and structural forces impacting on markets and the portfolio construction implications.

Presentation and panel  (77 mins)...