Australia’s investment and wealth management community gathered to hear the experts speak on finding the holy grail of returns at the PortfolioConstruction Forum’s annual Markets Summit on 19 February – and BlueChip was there.
The 10-hour program brought together some of the world’s leading investment names to share their views on key market drivers with local investment and wealth management professionals.
A host of macro themes emerged. These included the changing nature of the investor and the investment environment, the continuing need for true diversification, the consequences – intended and otherwise – of quantitative easing and the ongoing rise of the emerging markets.
In summary, while the commentators gave cause for investor comfort in the near term, all signalled that significant shifts in the structural underpinnings of much of the global economy are likely to cause some longer term pain.