Challenging the ÃÛ¶¹ÊÓÆµ House View
Challenging the ÃÛ¶¹ÊÓÆµ House View
We invite global investment leaders from the fund management industry to challenge our ÃÛ¶¹ÊÓÆµ House View. We address global financial questions to make sure we never sin through over-confidence.

Short-Term Session
Every month, industry experts from all over the world join us to challenge our 6 to 12 months forecast for the markets.

Long-Term Session
Twice a year, we hold a long term session with a 3 to 5 year outlook to discuss long term trends and investment themes with external market specialists.

Podcast & charts
Listen to the latest podcast recorded at the Investor Forum and check out the charts of this month by market experts.
When do you expect life (i.e., social activity) to return to normal?
Where do you see the S&P 500 index in six months from now?
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Session 1: Inflation and monetary policy, 4 April 2022
After more than a decade of disinflation and deflation, inflation has come back with a bang in the aftermath of the pandemic. Does this just represent a short-term blip in an otherwise disinflationary trend or a structural break? What does all this mean for monetary policy and markets?
Session 2: Growth and returns, 4 April 2022
After the deep pandemic recession and a sharp bounceback, focus is shifting to the future outlook for economic growth. Does the post-pandemic world bring us to the brink of a ‘productivity miracle’ or will high debt, energy security, and sustainability hamper rates of growth? What will this mean for investors in global markets for the decade ahead?
Session 3: Future trends, 5 April 2022
The pandemic has driven a lot of innovative thinking with new trends forming an increasingly common part of investor thinking about the future. Which are the most important themes for investors to build exposure to?
Session 4: Building a nimble portfolio, 5 April 2022
New technologies, financial innovation, and a fast-changing global economy seem to have created more diverse potential opportunities for investors to generate alpha. Learn more about how should investors construct portfolios to manage risks while enabling alpha capture.
Recommended reading
Recommended reading
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- Seek opportunities in commodities
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- Stay invested, diversify and rebalance