Emerging market assets and the Australian dollar present as having the greatest upside risk through the remainder of 2020-21.

Tim Toohey

Innovative firms spend their money on research and long-term investment, rather than on share buy-backs and paying out dividends. To benefit, investors must think in decades.

Tim Garratt

To fully appreciate the risks and opportunities in a high VUCA environment, portfolio construction practitioners must adopt a mindful approach in order to adapt to unexpected events.

Philipp Hensler

Venture capital is evolving globally to deliver both financial outcomes and also significant and measurable social impact for investors, entrepreneurs and communities.

Anthony Millet

Traditional metrics suggest equities appear overvalued, but other factors argue against this and indicate a sustainable equity advantage.

Mike Faulkner | 0.25 CE

The US-China trade deal was supposed to settle global trade uncertainty in 2020. Nothing could be further from the truth. Diversified supply chains are vital to minimising VUCA risks into the 2020s.

Chris Rogers | 0.25 CE

Many of the discussions at Davos this year revealed that global elites are struggling to respond to important economic and environmental challenges, in a highly volatile, uncertain, complex and ambiguous world.

Dambisa Moyo | 1 comment | 0.25 CE

Established in 2009, Markets Summit has gained a reputation as THE investment markets scene setter of the year. The jam-packed, one-day, face-to-face and online learning program is designed and curated by our specialist, experienced and independent team and features our Faculty of 25+ leading investment thinkers from around the world. Each offers his/her best high conviction ideas on the key drivers of and outlook for the markets (on a three- to five-year view) – with particular emphasis on being alert to high VUCA risks and opportunities ahead.