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 London 2026
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
Daniele Antonucci
CIO & Co-Head of Investment
Quintet Private Bank
Lilian Chovin
Head of Asset Allocation
Coutts
Anthony O'Brien
Head of Market Strategy
Standard Life
Judiyah Amirthanathar
Director, Market Strategist
Barclays Private Bank
Ben Hamilton
Head of Investment Manager Oversight
M&G
James Lewis
Chief Investment Officer
Mercer
Tony Lawrence
Head of Model Solutions
7IM
Alex Hulkhory
Senior Investment Manager
Edmond de Rothschild
Kalinka Dyankova
Senior Fund Analyst
UBP
Meng Su
Principal Economist
EBRD
Tina Fong
Economist/Strategist
Schroders
Gareth Leather
Senior EM Economist
Capital Economics
BRIAN COULTON
Chief Economist
Fitch Ratings
SONALI PUNHANI
UK Economist
Bank of America Merrill Lynch
ALASTAIR SMITH
Principal, UK Investments
Mercer
PLENARY
Macro Outlook Sessions
Senior allocators, fund selectors and strategists unpack the themes shaping portfolios today.
ROUNDTABLES
Practical Strategy Discussions
Small-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.
Partners
Reserve your Place
Free to attend for qualifying buy-side professionals. Places are limited.