To gain deeper insights, critical to long-term investing, we must adapt by integrating finance with other disciplines. Adopting a holistic perspective can greatly improve problem-solving, bringing valuable benefits to our clients' portfolios.

Our diverse panel of asset class experts discussed and clarified the implications of four economic scenarios for the medium-term (three-year) outlook for key asset classes, and then the Investment Committee (Summit delegates) voted to determine probabilities for each of the scenarios as inputs to the Asset Allocation Roundtable.

Picking up on the inputs from the Asset Class Outlook Roundtable and the Investment Committee's views (as expressed by delegates' votes), our asset allocation panel debated the key asset allocation and implementation decisions for the hypothetical portfolio for the coming 12 months.

Our diverse panel of experts identified their key takeouts from Strategies Summit 2024 and the portfolio construction implications.

Multi-asset, multi-manager investment portfolios can be viewed as complex machines that, if properly assembled and managed, provide benefits far outweighing those of their individual components. The whole is definitely greater than the sum of its parts! Strategies Summit 2024 (Wed-Thu 21-22 Aug) challenged and refreshed delegates' portfolio construction thinking by debating contemporary and emerging portfolio construction strategies to help them build better quality portfolios.