Governments worldwide face shared challenges—geopolitical tensions, economic fragmentation, demographic shifts, and political polarization. Europe, with war on its doorstep, renewed Chinese competition, sluggish growth, and internal strains, must navigate both global and domestic pressures. This session explores how countries are responding and how Continental Europe and the UK can learn from and contribute to a more stable global order.
John Emerson, Vice chair of Capital Group International, Inc
Beth Beckett, Economist
Even in times of heightened volatility, global markets continue to offer rich opportunities for those who know where to look. This session brings together insights on how combining top-down macroeconomic perspectives with bottom-up fundamental research can reveal value across global sectors. Join us to explore how this integrated approach can help identify the most compelling opportunities in fixed income markets today.
Andrew Cormack, Fixed Income Portfolio Manager
Etrit Vllasalija, Investment Analyst
Elaine Lin, Investment Analyst
In a market shaped by macro uncertainty and volatility, this session explores how a bottom-up, research-driven approach can uncover meaningful equity opportunities. Through rich, sector-specific examples, we’ll highlight how our analysts are navigating complexity and identifying value where it matters most—on a company-by-company basis.
François Beaudry, Investment Analyst
Struan Samson, Investment Analyst
Kelly Murphy, Investment Analyst
Guy Henriques, President of Europe and Asia client group
Frank Gardner, BBC Security Correspondent and bestselling author