Panel Discussion – Adjusting portfolios to a changing world
- Asset allocation: what are today’s main drivers amid macro and geopolitical dynamics?
- Diversification: how can investors achieve the right balance? Where should they be looking?
- Liquidity: is it more important now than in recent years? How can investors achieve this?
- Strategy: where are the investment hotspots, and how can portfolios get the right exposure?
- TAA: how “active” should we now be?