Picking up on the inputs from the Asset Class Outlook Roundtable and the Investment Committee’s views (as expressed by delegates’ votes) on the probability of the four economic scenarios, our asset allocation panel debated the key asset allocation and implementation decisions for the hypothetical portfolio for the coming 12 months. The Investment Committee (Summit delegates) voted as the asset class decisions which once finalised, determined the dynamic asset allocation for the hypothetical portfolio for the coming 12 months.

Session  (57 mins)  ...