Powerful cyclical, secular and structural changes are reshaping the outlook for asset classes and opportunities abound for those able to reorientate investment portfolios accordingly. This session explores a mix of perspectives on the drivers of and outlook for the markets, including:

• RBA’s lower speed limit means lower interest rates, not higher - Adam Bowe
  The Reserve Bank of Australia began 2025 with the first rate cut of the cycle and opened 2026 hiking them. It really is a whole new world! The rationale has changed, too. Through 2025, the RBA downgraded its expect...