The theme in 2022 was Funding the Future, topics such as the relation between the economy and financial markets were discussed. This theme also covered various megatrends, where ESG was an important subject. The main goal was to show how big investors take all their knowledge and the uncertain circumstances into account and how to base their investment decisions on these factors.
Since the previous Investment Week, there has been a variety of disturbances in the financial markets and interesting macroeconomic trends that will impact the further course of 2023. The recent year has been marked by high inflation, which was followed by central banks raising the interest rates. During covid, the markets were very unstable. Consequently, the market cooled down a bit last year. On the other hand, the current turmoil in the world has created additional uncertainties regarding supply chain issues, the increase of costs such as the rise of energy prices, and a more unstable financial market overall. Housing prices are falling and major reorganizations are being implemented at multinational companies. Are we heading towards a recession and is there a possibility to avoid it?
In short, there are many movements that involve uncertainties, however, this also certainly offers opportunities. Therefore, 2023 is going to be another interesting and challenging year. How are major investors adapting their portfolio and strategy to manage these movements? During the upcoming symposium, we will have the opportunity to discuss this rapidly changing market. So the question is: How can we manage movements?