Investors are adjusting to a new world order that encapsulates an unpredictable Trump administration that is reshaping global trade, leading to new bilateral trade agreements and a focus on national interests, including greater expenditure on defence. Meanwhile, the transformative impact of AI could be a positive force for productivity or derail the global economy by slashing jobs. This panel will discuss how asset owners are tackling these macro themes and consider the latest strategies for building portfolio resilience.
Includes table discussion
