Is Strategic Asset Allocation Dead? And What Are Economists Getting Wrong?
Global markets stand at a critical inflection point. Persistent inflation, geopolitical fragmentation, shifting growth engines, and extreme market concentration are challenging standard economic forecasts and breaking traditional portfolio construction.
Join leading Chief Investment Officers, top-tier economists, investment strategists, and fellow institutional allocators for an intensive half-day forum designed to unpack the forces reshaping the macro landscape.
GIS Investment Forum Dublin 2026
3rd November | The College Green
Is Strategic Asset Allocation Dead? And What Are Economists Getting Wrong?
Global markets stand at a critical inflection point. Persistent inflation, geopolitical fragmentation, shifting growth engines, and extreme market concentration are challenging standard economic forecasts and breaking traditional portfolio construction.
Join leading Chief Investment Officers, top-tier economists, investment strategists, and fellow institutional allocators for an intensive half-day forum designed to unpack the forces reshaping the macro landscape.
Plenary Speakers
Alan Werlau
Global Head of CIO Office &
Head of Investments
Barclays Private Bank
John Mullane
Chief Investment Officer
Cantor Fitzgerald
Stephen Grissing
Director Investment Strategist
Davy
Declan King
Chief Investment Officer
Metis Ireland
Ross Maybury
Head of Investment Strategy
Bank of Ireland
Cian Hurley
Head of Capital Markets Strategy
Marsh
Patrick McLaughlin
Head of RI Multi Asset Solutions
Davy
Tim Martin
Research Analyst
Fund Selection
DWS
John Byrne
Head of Investments (Interim)
Bank of Ireland
Kevin Timoney
Chief Economist
Davy
Shilan Shah
Deputy Chief EM Economist
Capital Economics
PLENARY
Macro Outlook Sessions
Senior allocators, investment professionals & strategists unpack the themes shaping portfolios today.
ROUNDTABLES
Practical Strategy Discussions
Small peer group sessions led by fund managers on specific investment approaches.
NETWORKING
Peer & Industry Connections
Meet fellow fund buyers, advisers, and allocators from across the industry.
Roundtable Themes
Japan's New Growth Era: Why the Opportunity Is Broader Than Ever
Junichi Takayama
Japan Equity Investment Director
Amova Asset Management
The Power of Active Growth: Two Paths to Global Equity Leadership
Marco Bungart
Senior Product Specialist based in Frankfurt
DWS
Systematic Strategies for Portfolio Diversification
Philip Seager
Head of Portfolio Strategy
CFM
Fidelity Dynamic Buffer ETF’s, A Smarter Way to Handle Volatility
Max Dawe
ETF Strategy Director
Fidelity Investments
The Higher Yielding Bonds Behind Tomorrow's Infrastructure: Corporate Hybrids
Vianney Hocquet
Portfolio Manager Credit
Edmond de Rothschild
Partners
3rd November | The College Green Dublin
09.00 | Presentations | Lunch & Close | 13.50