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The theme of our conference is the world in transition over the next decade, and we believe climate change is a key consideration in this. However, it can be challenging to understand what to do. This session will focus on how asset owners, both locally and globally, are addressing climate change, as well as the trends that are being observed.
Internet access and connectivity is now an essential service for consumers and businesses and this trend has been accelerated by COVID-19. In this session, a panel of leading infrastructure investors will discuss opportunities and emerging trends in digital infrastructure.
Over the past decade, Australian equities have produced high dividends, but returns have lagged the US market. In this session, three leading Australian equity managers will consider if this will remain the case, or whether changes in the dominant sectors such as banking, mining and retailing and the increasing representation of ‘new’ industries will see a transition to a higher growth market.
As climate change risks are not being efficiently priced by financial markets, not all "green" technology will be a winner. That's why active management of your investments remain important.