As global fragmentation reshapes capital flows and investment dynamics, investors need to rethink allocation in a world where capital is increasingly strategic.
Jens Søndergaard, Currency analyst and research director
John Emerson, Vice chair of Capital Group International, Inc
Beth Beckett, Economist
Moderator: Alexandra Haggard, Head of asset class services for Europe and Asia
AI is reshaping how investment teams generate insight across both equities and fixed income. This session will move beyond the hype to explore how AI is being applied in practice - enhancing research, informing trading decisions and uncovering opportunities across asset classes - and where it is delivering a genuine edge for investors today.
Nick Grace, Equity portfolio manager
Andrew Cormack, Fixed income portfolio manager
Tom Reithinger, Fixed income portfolio manager
Moderator: Katharine Dryer, Asset class lead for equities and multi-asset
As mega IPOs return at unprecedented scale, we examine how active investors can cut through hype to identify real opportunity
David Polak, Senior equity investment director
Moderator: Josh Conran, Managing director, UK institutional
Sir Jeremy Hunt, Former UK Chancellor of the Exchequer