The trends towards economic ‘de-coupling’ of China from other countries, particularly developed countries, and ‘regionalisation’, often touted as the next phase of globalisation, may be accelerated as a result of the COVID-19 pandemic. In this session, our panel of Asia-based investors will explore the opportunities and risks for China and Asia more broadly of these trends, and the implications for investors.

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.

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.

The transitions occurring in the global economy and society pose many challenges for investors. Global equity investor Sharon Fay of AllianceBernstein shall reflect on her experience of investing through challenging times and discuss some of the tools that investors can draw upon, including active management, ensuring diversity of investment approaches, and the assessment of ESG risks including climate change.