2025 NYC Investor Workshop: Taking Stock

Open to Investors Only

Focusing on broader paradigm shifts, including protectionism/deglobalisation, inflation expectations, and technology disruption are impacting the long-term investment environment. The recent whipsawing from policy reversals in the trade war has caused pain across asset classes and strategies and has provided investors with a first-hand perspective on how their portfolios react in times of disruption.

  • What worked as expected in the portfolio, what holes were laid bare, where were the unexpected “torpedoes”?

  • Which assumptions are allocators revisiting right now? 

  • What are the tactical and longer-term implications for the portfolio? 

  • What are the implications for investment teams and partners (asset managers, consultants)

 

Please direct any queries for this event to [email protected]