Building Strong Portfolios in a World of Uncertainty and Disruption
The global economy remains in a protracted period of low growth since the GFC, marked by high-debt burdens, low inflation and very low interest rates.
The world is facing a level of economic uncertainty that is arguably greater than any other time in recent history and leads investors to contemplate issues such as:
- Can the global economy move from reliance on aggressive central bank support to a path of sustainable growth?
- What role will China and other emerging markets play?
- What sectors will be the drivers of growth and returns?
At the same time, the world is also being impacted by a range of disruptive forces that are likely to have meaningful influences on future economic growth and investment returns. The rapid pace of technological developments, the increasing focus on the risks of climate change and the rise of populism and anti-establishment political candidates, parties and movements, are just some of these forces.
JANA’s Conference focused on how the above factors, and more, could impact different sectors and markets. Discussions were held on how investors could build strong portfolios that are able to capitalise on the opportunities and equally, manage the risks presented.
A series of ‘breakout’ sessions followed which enabled attendees to engage in discussions with leading practitioners in forums focused on particular topics of interest.