Portfolio construction in the new world

This session will delve a little deeper into what the current macroeconomic environment means from a practical perspective when building investment portfolios. What are the considerations for building portfolios in the current climate? Where are the opportunities, what are the risks, how should we be factoring in ESG, how do we hedge against inflationary forces and other anticipated risks and what would make us change our positions. We will hear from several experts on what they are doing and why.