Panel: Deglobalisation, demographics and debt – the big picture for long-term investors

This opening panel will hear from investment leaders about how they are building portfolio resilience and determining asset allocation in a climate of macroeconomic and geopolitical volatility. It will examine the implications of big secular trends and rising government intervention in the economy as well as questions around US exceptionalism and the world’s largest sharemarket. It will question capital assumptions and the outlook for inflation and monetary policy.

Includes table discussion