First, we stress test the asset allocation implications of the economic scenarios debated earlier in the morning. Our diverse panel of portfolio construction practitioners then discusses the asset allocation outcomes, which of the high conviction propositions they heard during Strategies Summit 2025 they agreed and disagreed with most – and, which ones it is time to make a move on, to design resilient portfolios in practice.

Angela Ashton, Chris Ogilvie, David Wright, Mirko Cugura, Pete Norris | 1.00 CE