In the 2nd session of roundtable discussion series, we could see that our audience genuinely enjoyed the event and found it to be quite fruitful as they asked some interesting questions.

Some key points that were discussed:

• Top trade ideas for the next 3 and 12 months
• Global economics outlook
• Global markets outlook including fixed income, equities, commodities and FX
• Dynamics in tactical and strategic asset allocation, including of course the stock-bond correlation
• New approaches and challenges in portfolio construction and optimization