Strategies Summit 2025 - Time to make a move?
Strategies Summit 2025 will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies to help you build better quality portfolios.
For much of the past four decades, the key to investing success was to stay long (and get longer!) risk assets. Crises became buying opportunities, as investors learned that western policymakers would go to almost any lengths to rescue financial markets. Even in the changed environment of 2020-2024, going with the flow was a good strategy most of the time.
But is that still the case? Central banks and politicians are co...