Workshop: Building resilient portfolios in an age of noise and complexity

In this interactive session, leading asset managers will put forward an investment idea that they believe is suited to the current market and how and why it should be included in portfolios. Their theses will then be interrogated by a panel of researchers and consultants. Finally, delegates will participate in a hypothetical portfolio construction process, engaging with the theses presented and questioning the relevance of traditional asset allocation in an unorthodox macro environment.

Includes table discussion

Presenting panel