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Established in 2009, Markets Summit is THE investment markets scene setter of the year. For the first time in decades, an inflationary gale is rattling financial markets. Many post-GFC tailwinds have gone into reverse, as we experience a regime shift from an era of globalisation, “rules-based” geopolitics, fiscal discipline, benign inflation, steady economic growth and ultra-loose monetary policy to one of localism, nationalism and war, fiscal largesse, soaring inflation, elevated recession risk and higher interest rates. This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. The high VUCA (volatility, uncertainty, complexity, ambiguity) market environment continues! Yet, opportunities abound for those able to identify the powerful forces reshaping the outlook for markets, and to reorientate their portfolios accordingly. Every VUCA cloud has a silver lining!

Established in 2009, Markets Summit is THE investment markets scene setter of the year. For the first time in decades, an inflationary gale is rattling financial markets. Many post-GFC tailwinds have gone into reverse. This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. The high VUCA (Volatility, Uncertainty, Complexity, Ambiguity) market environment continues! Yet, opportunities abound for who reorientate portfolios accordingly. Every VUCA cloud has a silver lining! Markets Summit 2023 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 you build better quality investor portfolios.

Uncertainty and change are unavoidable realities of life. In the spirit of thinking differently and embracing uncertainty, I offer you this year's global developments to watch over the next five years.