Kirshni Totaram kicked off the day at TI2026 with an important message: As the old rules-based order gives way to great-power rivalry and accelerating change, investors and leaders must anchor themselves in discipline, credibility, and long-term thinking.
In a world lurching from crisis to crisis, Marie Antelme, Pallavi Ambekar and Sarah-Jane Alexander distilled our latest investment outlook into a compelling perspective on global resilience, market concentration and risk – including a look at how we’re positioning portfolios to navigate what comes next.
Neil Padoa and Chris Cheetham explored the profound shifts reshaping global markets, and why a disciplined, long-term investment philosophy remains a powerful advantage in an increasingly complex world.