Investment conference

Markets, MAGA and Megatrends

At this year’s LCP Investment Conference, we explored the shifting tides of geopolitics and the megatrends set to shape markets over the coming decade.

From the return of Trump-era trade tensions to demographic disruption and the energy transition, our expert speakers tackled the big questions facing long-term investors:

• Geopolitics and global markets – Tina Fordham unpacked the new geopolitical supercycle and what it means for capital flows, supply chains, and investment strategy.
• Strategic Asset Allocation – Mirko Cardinale (USS) and Amlan Roy (LCP) explored how demographic and climate trends inform forward-looking asset allocation.
• Energy transition investing – A panel of industry leaders debated whether anti-RI sentiment signals a shift – or a timely entry point – for accessing net zero opportunities.

We wrapped up the day with a buzzing reception, where conversations continued and connections were made.

Thank you to everyone who joined us. If you missed any of the action, scroll down for highlights and our special podcast episode recorded live at the event.