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
14th October | The Savoy
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
Head of Investment &
Chief Strategist
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
Olivia Trevor
Investment Manager Oversight
M&G Life Investment Office
James Lewis
Chief Investment Officer
Marsh
Tony Lawrence
Head of Model Solutions
7IM
Alex Hulkhory
Senior Investment Manager
Hottinger an Edmond de Rothschild Company
Kalinka Dyankova
Senior Fund Analyst
UBP
Meng Su
Principal Economist
EBRD
Tina Fong
Economist/Strategist
Schroders
Brian Coulton
Chief Economist
Fitch Ratings
Sonali Punhani
UK Economist
Bank of America Merrill Lynch
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
Sustainable Fixed Income’s Role in the Largest Capital Allocation Event in History
Steven Williams
Head of Global Fixed Income
Amova Asset Management
Japan’s Re-Emergence - Opportunities and Risks
Kamyar Varzi
Head of Institutional Sales & Consultant Relations (TMAM London)
Tokio Marine Asset Management
Strategic Materials – The Key Building Block of the Real Asset Trade
Asad Farid
Portfolio Manager
J. Safra Sarasin
The Road Less Travelled: Discovering Europe’s Hidden Small-Cap Gems
Trevor Fitzgerald
European Equities Fund Manager
Mirabaud Asset Management
Born Again? The Case For a UK Small and Mid-Cap Renaissance
Eustace Santa Barbara
UK Smaller Companies Fund Manager
Marlborough Group
Partners
14th October | The Savoy London
09.00 | Presentations | Lunch & Close | 13.50