Over the last decade, passive equity strategies focusing on major US companies have been successful due to cheap credit and stable markets, but this trend is ending as central banks tighten their monetary policies, leading to increased interest rates, altered valuations, and challenges for technology companies.

The current financial environment suggests a shift from broad market growth to a more selective approach, where identifying specific themes and qualities within equity allocations will be crucial for investor success amid increasing market bifurcation.

The symposium aims to guide the wealth management community in adapting to these changes, emphasizing the importance of responsible investing and the potential of the renewable energy sector, while acknowledging that past investment strategies may not be as effective in the current volatile and uncertain market.

6+ CPD points available.