Krishna Guha, Vice Chairman of Evercore ISI, will provide an update on the 2024 global policy and central bank outlook. How soon will the major central banks cut interest rates and how big is the risk that some have overtightened their policy?
Moz Afzal will be joined by Nathan Furr, a member of the EFG Future Leaders Network and professor of strategy & innovation at INSEAD in Paris. They will discuss investing in sustainability profitably and question how and why we should think about digital transformations. Nathan will also talk about how one of the world’s leading restaurants, Blue Hill, is using innovation to reinvent the food industry. What does that case study have to teach us about using innovation to create value?
Former International Rugby Referee Nigel Owens will provide an insight into his journey from the small village of Mynyddcerrig in South Wales to refereeing the 2015 and 2019 Rugby World Cup Finals. His honest story underlines the need for total authenticity in order to perform to the maximum of your ability.
Chris Wood has been one of the world’s top strategists for over 20 years. He writes the GREED and Fear publication from a different city almost every week, and offers a range of insightful commentary on everything from Taiwan’s economy to the political complexion of the next Fed appointee.
Moz Afzal and Daniel Murray will briefly review the 2023 Outlook before presenting the top 10 themes for the year ahead. Look out for Health Care making a comeback and a contrarian prediction.
Senior New Capital fund managers deliver equity market insights, covering their regional and sector preferences.
Senior alternatives fund manager Manuel Keiser will be joined by expert Private Market guests.
Head of Thematic Investment Research Ed Stanley will share a number of Morgan Stanley’s tactical views for 2024.
Senior New Capital fund managers will discuss where the best opportunities lie in the Fixed Income market.
Award winning journalist, writer and broadcaster Tim Marshall will deliver a keynote address on the ever changing geo-political situation and the potential scenarios for escalation and stability.
With the hotly anticipated US election scheduled for 2024, Dan Clifton will provide insight into Washington and the link between political and economic volatility.