Mind the gap(s)! - the wisdom of the crowd

Jonathan Ramsay, Tim Farrelly  |  19 February 2025  |  0.25 CE

Our end of day session revealed delegates’ views on which of the high conviction theses they’d heard through the day they inteded to investigate further or implement in practice, in prep for the Implementation Zoominar the following week which drew together the key takeouts and the practical implications for client portfolios.

A collective ranking of top investment propositions revealed a blend of bold ideas, such as opportunities in nuclear infrastructure and credit markets, as well as a focus on rethinking core investment principles. Discussions on private credit underscored t...

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