Timings are BST (GMT+1)

IPE Views From the US 2021 | Tuesday, September 28, 2021

2:00 PM
Opening remarks
 
 
2:05 PM
Response, recovery and economic outlook

What is the short and long-term outlook for the global economy and markets and what does this mean for international investors?

 
2:45 PM
Asset managers and new investment trends

What impact is US fiscal and monetary policy, as well as cyclical and structural pressures, having on the future of different asset classes globally? What are the new opportunities and risk profiles long-term investors need to know. Asset manager specialists invited to share the latest trends and insights in:

  • Credit and credit alternatives
  • Equities
  • Private markets
  • Emerging markets
  • Liquid strategies
  • Commodities
  • Technology
 
3:45 PM
ESG in the US

What are the latest developments in ESG investing and what impact will the shift in the US stance on climate change have on industries, sectors and investors?

 
4:15 PM
US pension fund keynote: Asset allocation and future-proofing portfolios
 
 
4:45 PM
Closing remarks