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:
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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...