This is part 2 of the Hypothetical. This diverse panel of asset class experts discusses and clarifies the implications of the four scenarios for the medium-term (three-year) outlook for key asset classes, and then the Investment Committee (Summit delegates) votes to determine probabilities for each of the scenarios. The probabilities are an input into the Asset Allocation Roundtable (next session).

Jonathan Ramsay, Emmanuel Sharef, Graham McNamara, Isaac Poole, Ram Rasaratnam