AI has kickstarted a fourth industrial revolution that will fundamentally change the way we work and live once more. Simultaneously, US President Trump is weaponising national economic policy and the US-China race for supremacy in AI and control of rare earths is adding further fuel to their titanic geopolitical struggle, reshaping the global geopolitical, economic and trade order. In short, immense societal and economic upheaval is upending the outlook for investment markets. It's a whole new world (again)! Markets Summit 2026 (Wed 25 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.
Established in 2009, Markets Summit is THE investment markets scene setter of the year. The program is designed and curated by our specialist, experienced and independent team and features a Faculty of 20+ leading investment thinkers - geopolitical specialists, economists, market/asset class experts, and investment strategists - from around the world. Each offers his/her best high conviction ideas on the drivers of and outlook for the markets (on a three- to five-year view) in the context of the program theme. It is a companion program to Strategies Conference (August) and Finology Summit (October).
AI has kickstarted a fourth industrial revolution that will fundamentally change the way we work and live once more. Simultaneously, US President Trump is weaponising national economic policy and the US-China race for supremacy in AI and control of rare earths is adding further fuel to their titanic geopolitical struggle, reshaping the global geopolitical, economic and trade order. In short, immense societal and economic upheaval is upending the outlook for investment markets. It's a whole new world (again)! Markets Summit 2026 (Wed 25 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.
Investors will look back on 2025 as the beginning of the end of US exceptionalism. Practitioners must now consider geopolitics in their fundamental analysis, alongside macroeconomic and company factors.