The agenda was packed with panels, workshops, and fireside chats covering the big questions in global investing: where sovereign wealth funds see long-term opportunities, how to balance diversification and return through alternatives, the future of wealth management in a rapidly shifting world, and how institutions are adapting their equity, credit, and fixed income strategies. Hearing from CIOs and senior allocators across Asia Pacific reinforced just how global and interconnected our challenges, and opportunities, really are.
In addition to the formal sessions, I took part in two particularly insightful roundtables. The first, hosted by P/E Investments, focused on the importance of uncorrelated liquid alternatives. The discussion highlighted how these strategies can provide resilience in portfolios that might otherwise be too reliant on traditional asset classes. The second, hosted by the World Gold Council, explored gold’s role as a strategic allocation. Gold is often seen purely as a hedge, but the conversation went further into how it can provide long-term portfolio stability in the face of structural risks.