The pandemic and the ongoing recovery continue to dominate markets and news flows. Uncertainties around policy support, new variants and the underlying nature of this economic cycle throw up opportunities and challenges for investors. With the economic recovery well underway, the key question for investors is what next? What will be the dominant drivers and themes that power the global economy over the coming months and years? What are the opportunities and where are the risks? 

In this session our selected speakers will discuss the unique nature of this cycle. The process of building targeted exposure to sector specific disruptors that can deliver alpha will be debated. The ever-changing nature of the multi-asset toolkit and where to find genuine diversification in public market investing will also be explored. Finally, the panel will take on the topic of ESG for a multi-asset portfolio, thinking beyond SFDR and looking forward to the environmental, social and governance factors at play in the market today and the outlook for the coming years. 

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