A new market regime demands a change to the art of portfolio construction. The return of inflation volatility represents the most challenging and significant paradigm shift in decades.

Many expect that the end of the pandemic, reopening of economies, tight labour markets and excess consumer savings will push markets higher. Proceed with caution, the best offence is a great defence.

Record low interest rates have fundamentally changed the playbook for income investors. With banks withdrawing from the CRE debt market, other lenders have greater opportunity.

Although traditional barriers to participation in PE are fading, PE remains on the bench for many individual investors. With an end to easy value creation and challenging conditions ahead, don't miss out on PE outperformance in 2022.

Our diverse panel of experts debated which of the high conviction propositions they heard during Markets Summit 2022 resonated most strongly, and which they disagreed with most - and the portfolio construction implications.

We have distilled the Markets Summit 2022 Faculty's high-conviction propositions into three key discussion threads, and analysed how these threads relate to the key take-outs from Markets Summit 2021. By considering the discussion threads within the context of the program theme, you will be better able to decide whether you agree or disagree with each proposition, and to decide your key take-outs, and which of the propositions will investigate further after the live program.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. With interest rates near historical lows and asset prices around all-time highs, practitioners are grappling with the defensive side of multi-asset portfolios. Downside protection is essential in such an uncertain environment. Arguably, the best offence is a great defence! Markets Summit will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help them build better quality investor portfolios.

The past half-century brought about a world that's globalised, centralised, and stratified. Now, the pendulum is swinging the other way. Everywhere, a new economic order is taking shape as we enter an era of more inclusive and sustainable localisation, bringing wealth back home. As we shift to a bipolar or tripolar world, practitioners must understand the implications for different asset classes, sectors and geographies.

Fiscal stimulus will help boost US growth to its strongest levels in decades in 2022 and European economies are poised to rebound. However, inflationary pressures will persist. Portfolios will need assets that provide downside protection, as well as strategies to capitalise on the growth ahead.