Businesses continue to face another tumultuous year, marked by inflationary pressures, supply chain disruptions, and geoeconomic tensions. Despite fervent efforts at slowing inflation, little progress seems to have been achieved. Persistently rising costs threaten consumer confidence, corporate earnings, and profit margins. With inflation here to stay, asset managers are pressed to find safe and reliable investment opportunities, and recession-resistant sectors. Asset managers have been put into a position where they now must be careful in managing not only the future of their overall portfolios, but also the future of what they are investing in and the effect that inflation will have on each industry. The pressure is on; who will emerge the winner?

Moderator

Sonali Basak

Global Finance Correspondent, Bloomberg

Speakers

David Blake

Global Head of Public Markets, Principal Asset Management

Alexis Halaby

Executive Committee Member, The D. E. Shaw Group

Ida Liu

Global Head, Citi Private Bank

Vivek Mathew

Head of Asset Management, Antares Capital

Alex Roepers

Founder and Chief Investment Officer, Atlantic Investment Management