Events
M&G Annual Investment Forum (Global) - Regime shift: what is means for strategic asset allocation
As companies deal with high interest rates, a positive real rate environment, weak demand, and relentless innovation, there will continue to be winners and losers. We expect this new regime will translate to greater dispersion within asset classes and in security performance relative to markets and require us to go one layer deeper in portfolios; calling for more granularity in asset allocation views and will be conducive for active strategies. Join us for a panel discussion to look at the flexibility we need in asset allocation to take advantage of volatility and dispersion.
Moderated by Mason Woodworth, Head of Investment Solutions
Panellists:
David Fishwick, CIO of Macro Investment Business
Maria Municchi, Fund Manager
Tony Balestrieri, CIO, Americas
Moderated by Mason Woodworth, Head of Investment Solutions
Panellists:
David Fishwick, CIO of Macro Investment Business
Maria Municchi, Fund Manager
Tony Balestrieri, CIO, Americas