Investment conference
Investment Energy transition investment Investment strategy Demographics Economy Responsible investment Conference
Fragmentation to formation: Reshaping the investment world
Markets are adapting to a world of geopolitical fragmentation, shifting economic relationships and accelerating innovation. As investors reposition for what comes next, we ask where the risks and opportunities will emerge?
This year’s agenda will explore:
- Global trends reshaping markets and capital flows
- Commodities – beyond rare Earth mineral, are supply chains robust?
- Structural shifts creating new investment opportunities
- Investor behaviour – is it rational?
We're delighted to welcome this year’s keynote speakers to the stage:
- Monica Defend (Head of Amundi Investment Institute and Chief Strategist at Amundi) will explore how geopolitical change, evolving trade relationships and global capital flows are reshaping the investment landscape.
- Michael J. Mauboussin (Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management) will examine investor behaviour, decision-making and the lessons markets continue to teach us.
Register your interest here
Keynote speakers
Monica Defend
Head of the Amundi Investment Institute and a member of Amundi’s Executive Committee.
Monica has led research strategy functions since 2001 and has more than 25 years of investment experience. Her team provides geopolitical expertise, quantitative research, macro and market strategy, and asset allocation advice. In 2017, She became Deputy Head of Group Research and joined Amundi’s Global Investment Committee, helping define the firm’s investment strategy.
Michael Malboussin
Head of Consilient Research, Managing Director
He joined Morgan Stanley in 2020 and has 40 years of investment experience. Prior to joining the firm, he was director of research at BlueMountain Capital Management, head of global financial strategies at Credit Suisse, and chief investment strategist at Legg Mason Capital Management. Additionally, Michael is an adjunct professor of finance at Columbia Business School and chairman emeritus of the board of trustees at the Santa Fe Institute.
