This session looked at the persistent global macroeconomic themes driving markets over the long term. It examined how themes like technology, climate change, healthcare, inflation and geopolitics are impacting global equity markets and how a deep understanding of these in equities markets can drive insights across the total portfolio.
Rika Naito, Portfolio manager, Nomura
Ayaz Ebrahim, Managing director, portfolio manager, emerging markets and Asia Pacific equities, J.P. Morgan Asset Management
Moderator: Colin Tate AM, Chief executive, Conexus Financial