The return of inflation and policy fragmentation forces asset owners to revisit fundamentals. How can long-term mandates stay coherent amid political volatility? Is diversification across regimes still possible?
Pål Bergström, CEO, AP7
Timothy Ash, Emerging Market Senior Sovereign Strategist, BlueBay Asset Management
Anna Jönsson, Head of Institutional Clients and Distribution, Storebrand Asset Management Sweden
Timothy Ash, Emerging Market Senior Sovereign Strategist, BlueBay Asset Management
Anna Jönsson, Head of Institutional Clients and Distribution, Storebrand Asset Management Sweden
Thursday, March 19, 2026, 11:45 AM - 12:05 PM