Our final session of the PortfolioConstruction Markets Summit 2010 pulled together the day's discussion to ensure delegates determined their key takeouts and the portfolio construction implications...

Our global equity investment experts - Martin Conlon of Schroders, Simon Flood of Lion Global Investors, Hamish Douglass of Magellan Financial Group, Kurt Umbarger of T. Rowe Price, and Andrew Clifford of Platinum Asset Management - shared their views of the current status and 2010-2012 outlook for the global equity markets including the key risks and opportunities, and signposts to watch for...

Our global debt investment experts - Kumar Palghat of Kapstream Capital and Dan Norman of ING Investment Management - gave their views of the current status and 2010-2012 outlook for the global debt markets including the key risks and opportunities, and signposts to watch for...

Doug Hodge of PIMCO and Robert Swift of BT Investment Management gave their perspectives on what to expect of the global economy in 2010-2012 - where we're at now, what's left to unfold on the road(s) to recovery including the key signposts to look for, and how to position portfolios...

PortfolioConstruction Markets Summit 2010 kicked off with publisher, Graham Rich, asking whether we be satisfied with the past decade of success - during which we unwittingly travelled through an historical inflection point of modern history - and asked in terms of the post GFC economic recovery "are we there yet?"...

Are we there yet? Having passed through the GFC fire, and survived largely in tact, it was time to confirm the lessons learned and revisit the road(s) to recovery. A dozen independently selected investment experts engaged in a high quality discussion of investment markets and the risks and opportunities ahead in 2010-2012...

Does the dawn of a new decade signal a change in the global economy?