Programme

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Opening Remarks

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The Global Macro Transition

Following the Covid-19 crisis, demand recovery stemming from a long period of unprecedented policy support, coupled with supply chain challenges, have resulted in elevated inflationary pressures and further worsened social inequality. Also, as policymaking normalises in more markets, another material round of stimulus (absent a negative shock) is unlikely in the short term, resulting in a shift towards the private sector as the key driver of growth. In China, however, we see this moving in the opposite direction with easier policy aimed at macro stabilisation.

Given record high public debt, stretched valuations, and increasing geopolitical fragmentation, the transition path is unlikely to be smooth. What are the actions needed in the major economies to sustain growth that is also resilient and equitable, and how will this impact the investment environment?

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The Digital Economy Transition

Covid-19 has helped accelerate widespread digitalisation in many areas, including commerce, operations, systems, services, data and content. Rapidly advancing technologies such as blockchain, web 3.0 and the metaverse will transform the ways we consume, work and do business globally, further intensifying disruption risks in the years to come. There are also growing concerns about the evolving means of economic activity, competition, online data privacy, and cybersecurity.

As we transition towards an ever digitalised economy, what are the implications for regulation and the role of big tech, and which sectors will see greater risks and opportunities?

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Break

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Roundtable Discussions in Partnership with FCLTGlobal

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The Sustainability Transition

Sustainability is a key investment issue given its impact across every asset class and sector. While it is critical to support companies in their efforts towards more sustainable business practices, significant capital is also needed to invest in and scale up the low-carbon solutions required to accelerate the green transition.

During this session, two innovative companies – each making a meaningful difference in the ESG space – will share more about their businesses, challenges and the broader implications the sustainability transition has had on their respective industries.

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Closing Remarks

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Break

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Dinner Keynote Fireside