Investment conference

Megatrends, MAGA and Markets

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 – As tariffs, protectionism, and Trump-era policies reshape global trade, what are the implications for capital flows, corporate supply chains, and investment allocations? We’ll explore how these shifts influence sovereign debt, currency markets, and equity concentration.
• Strategic asset allocation powered by demographics - Discover how demographics shape investment outlooks and asset allocation. 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. As one of the largest pension funds in the UK, USS’s award-winning approach to integrating climate in portfolios parallels the role of demographics in investment strategy.
• Investing in the energy transition – Carpe diem? Is the anti-RI rhetoric offering long-term investors the perfect opportunities in the journey to net zero?

Join industry leaders and like-minded peers to gain actionable insights and fresh perspectives on navigating this new era of investing.

Who should attend?

Investment decision-makers and thinkers from pension funds, sovereign funds, charities, endowments, wealth managers and insurers from the UK and beyond.