Beyond US Exceptionalism: Where Next for Investors?

Date:

29 October 2026 12:00 to 14:30

Venue:

Barber-Surgeons’ Hall, Monkwell Square, Wood St, Barbican, London EC2Y 5BL

Chairperson:

Colin Hately, Executive Chairman, Associated British Foods Pension Scheme

Details:

Over the past two decades, reliance on the US to drive growth and investment returns has been highly rewarding, particularly for equity investors. But rising geopolitical uncertainty, macroeconomic headwinds, growing US debt and concentration risks raise an important question: should institutional investors be looking beyond the US, and what does this mean for total portfolio construction?

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