We’re living through a global reset. Higher inflation, geopolitical shocks, policy swings and fragmentation. Yet many portfolios still follow playbooks written for a world of steady globalisation and predictable central banks.
This session explores what happens when those old mental models no longer fit the terrain. Where consensus views may now hide risk, how do we think about diversification across regions, currencies and assets, and what does “resilience” look like.
Hosted by member Philippe Rose, Energy economist
Charu Chanan, Global Macro & FX Strategist
Pietro Ventani, Macro-economist & investor
