Join Luxembourg for Finance for an insightful digital session exploring the evolving landscape of investment strategies in today’s complex global environment.

Investors are navigating a market shaped by macroeconomic volatility, geopolitical tensions, and structural transformations. From energy transition and supply chain shifts to alternative assets and private debt, this event examines the forces driving portfolio decisions and the emerging opportunities and risks.

Their programme brings together policymakers and asset managers to discuss:

• Investing in a time of polycrisis
• The evolution of thematic strategies
• Private debt, real assets, and infrastructure as strategic allocation tools

Agenda:

• 10:00 – Welcome Address
• 10:05 – Investing in a time of polycrisis
• 10:15 – How are thematic strategies evolving?
• 10:40 – Private debt, real assets & infrastructure: rethinking the allocation mix
• 10:55 – Closing Remarks

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