Dr. David Kelly, Chief Global Strategist, and Nandini Ramakrishnan, Macro Strategist, Emerging Markets and Asia Pacific Equities, explore what future stimulus means for economies and markets.

Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC), Rick Figuly, Head of Core Strategy for GFICC and John Nicely, Senior Fixed Income Investment Specialist, have a conversation on current market themes, and the risks and opportunities in fixed income sectors.

As part of the 2021 Long-Term Capital Market Assumptions, Jennifer Wu, Head of Sustainable Investing, Benjamin Mandel, Global Strategist, and Vincent Juvyns, Global Market Strategist, discuss the shift to a low carbon economy and the implications for institutional investors.

Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss their thoughts on the importance of ESG factors within alternative strategies and the return enhancements it can provide.

Jared Gross, Head of Institutional Portfolio Strategy, Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, and Keith Cahill, Head of North America Institutional, discuss the operational benefits and consistent stream of capital investors can find in allocating to a range of traditional and alternative strategies to help meet income objectives.

Eddy Wong, CEO of China International Fund Management, discusses market structure, regulation, and investment trends in China while also reviewing considerations for institutional investors allocating to China.

Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.

Katherine Roy, Chief Retirement Strategist, and Dan Oldroyd, Head of Target Date Strategies, discuss retirement income, including the important role participant behavior plays in an effective withdrawal strategy and surprising trends that suggest it may be time to re-examine popular replacement income strategies.

Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager (EMAP), and Tim Morris, EMAP Investment Specialist, discuss the opportunities and risks ahead for emerging markets in the wake of the pandemic.

Jared Gross, Head of Institutional Portfolio Strategy, reviews four themes for improving portfolio performance in the current environment: diversifying your hedge, making income an objective, optimizing illiquidity, and improving capital efficiency.