Each February, our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

VUCA is alive and well. The environment requires a new approach – specifically, a disciplined, risk-based approach that considers the direction of market risk appetite to identify the right assets at the right time.

US/China trade tensions and the recent coronavirus outbreak highlight that a VUCA world abounds. However this does not change long-term trends that make emerging markets ripe for investment. Volatility and uncertainty are constants, but they also present opportunities.

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.