It’s a whole new world of asset class opportunities (Equities)
David Steinthal, Billy Leung, Suhail Shaikh | 25 February 2026 | 1.25 CE
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 diverse mix of perspectives on the outlook for on the outlook for global equities and liquid alternatives, including:
-
Quality and valuation still drive long-term returns - David Steinthal
It’s a whole new world (again)! Artificial Intelligence is disrupting industries and creating winners, losers, and perceived losers. Sentiment, capita...