It’s a whole new world of asset class opportunities (Equities)
David Steinthal, Billy Leung, Suhail Shaikh | 25 February 2026 | 0.75 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 panel debated the outlook for global equities and liquid alternatives, including:
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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, capital flows, and fundamentals are colliding to create marke...