Breakout Discussions
Emerging Market Debt: from opportunistic to strategic allocation
As EMD evolves into a strategic allocation, this session focuses on how investors generate returns in practice - through fundamental research, trading insights and navigating complexity across markets.
Investment Grade: income, resilience - and what’s next?
In a higher-rate world, investment grade remains a portfolio anchor - but where is the value today? This session explores income, resilience and where opportunities still exist through a more debate-led lens.
Public meets private: expanding the opportunity set
As investors increasingly combine public and private markets, this session explores how a more integrated approach can enhance outcomes and unlock new sources of return.
High Yield in Focus: income, opportunity and selectivity
This session explores where real opportunity exists in high yield today - and how disciplined credit selection and trading insight can make the difference.
US Equities: Too big to ignore, too important to overlook
Despite ongoing valuation debates, the US market continues to lead in innovation and earnings power - this session explores where opportunities remain and how investors can stay selective.
Global Equity Themes: Focusing on High-Conviction Opportunities
Focusing on a select set of high-conviction themes, this session explores how investors can cut through short-term noise and position for long-term structural growth.
Investing for the Future: The evolving role of sustainability
As sustainability evolves, this session explores how ESG is being applied in practice - focusing on integration, research insights and its role in long-term risk and opportunity.
Asia and Emerging Markets: Why the opportunity Is hard to ignore
With strong structural drivers and evolving opportunities, this session explores how investors can access growth across Asia and emerging markets with a more forward-looking lens.