Investment conference
Markets, MAGA and Megatrends
The geopolitical playbook is being rewritten. But is the new rhetoric more bark than bite? At our investment conference, we’ll unpack the critical megatrends shaping markets.
This year’s agenda features thought-provoking discussions on:
- Macro-economics, geopolitics, and deglobalisation – With tariffs, protectionism, and Trump-era policies reshaping global trade, what does this mean for capital flows, corporate supply chains, and investment allocations? Tina Fordham will unpack what it all means for capital markets and long-term investment strategies.
- Strategic Asset Allocation powered by demographics – How do demographics shape investment outlooks? Mirko Cardinale (Head of Investment Strategies, USS) and Amlan Roy (Partner, LCP) dive into long-horizon forecasting, risk-return analysis, and macro themes like climate and technology. Learn how USS, one of the UK’s largest pension funds, integrates climate and demographics into its award-winning investment strategy.
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Investing in the energy transition – Carpe diem? Does the anti-RI rhetoric mark the start of a new era or does it offer long-term investors the perfect opportunity to access net zero assets?
The day will offer insights from thought leaders and industry specialists, aimed at helping us all navigate this dynamic investment landscape. We’ll finish with an afternoon reception, where you’ll have the chance to network and continue the conversation.
Who should attend?
Investment decision-makers and thinkers from pension funds, sovereign funds, charities, endowments, wealth managers and insurers from the UK and beyond.
Guest speakers
Tina Fordham is a leading geopolitical strategist and advisor to global leaders, with over 25 years’ experience at the intersection of geopolitics, business and social change. She is the founder of Fordham Global Foresight and the former Chief Global Political Analyst at Citi.
Tina offers a sharp, forward-looking take on how today’s turbulent political landscape is reshaping the world for investors. In the new world of Trump 2.0 and renewed trade wars, shifting alliances and the contested role of ESG – Tina will unpack what it all means for capital markets and long-term investment strategies.
Mirko Cardinale joined USS Investment Management Limited in 2015 and has been in his current role as Head of Investment Strategy since 2019. He’s responsible for the design of their strategic asset allocation processes.
Prior to this, Mirko was Head of Asset Allocation-EMEA at Russell Investments where he was responsible for designing model portfolios and reviewing the asset allocation of EMEA funds.
