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Investment Leaders Forum – Back to the future

July 30, 2023 - August 1, 2023

With 2022 in the rear vision mirror, a period in which long-held portfolio and investment beliefs were significantly challenged, financial advisers now face myriad potential market outcomes. Macroeconomic factors ranging from changes in monetary and fiscal policy to market intervention driven by the global energy crisis, are becoming more prevalent than ever and will be among the key drivers of investment returns.

Alongside greater divergence in economic and country performance, geopolitical risk has also accelerated significantly, something that is incredibly difficult to price into any investment analysis. Whether it is the events in Ukraine, rumblings in China and the Middle East or the broader trend towards de-globalisation, many of the tailwinds that drove investment returns for several decades are dissipating and in many cases turning into outright headwinds. In this environment, asset allocation and top-down portfolio decisions including dynamic, tactical and asset class weightings will grow in importance. This is the premise of The Inside Network’s Investment Leaders Forum, held in Queenstown, which seeks to consider asset allocation and portfolio construction at a higher level, macro lens in an effort to identify the biggest risks and opportunities.

Organiser

The Inside Network

Venue

Heritage, Queenstown New Zealand
New Zealand + Google Map