Asset class opportunities 2025/26

Brendan McCurdy, Andrew Lockhart, Warryn Robertson, Sean Henaghan  |  20 Aug 2025  |  1.00 CE

In a world of disrupted supply chains, recalibrated interest rates, and technological acceleration, asset class dynamics are being redefined as some sectors quietly set up for multi-period outperformance. This session explores key challenges and opportunities in multi-asset class portfolio construction that practitioners should be thinking about – three asset class issues that it’s time to make a move on:

  • It’s time for a 50% allocation to private markets - Brendan McCurdy
    A public-only 60/40 portfolio may no longer achieve evolved wealth retention and c...

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