12th Asset Allocation Australia Summit – Draft Agenda

 

14 May 2026, Sydney

 

Keynote: Analysing global geopolitical events and the implications for financial markets

  • Assessing how alliances, conflicts and trade policies are affecting asset price and flow
  • Identifying regions and sectors where geopolitics creates opportunities and risks
  • Evaluating how financial markets will respond to evolving geopolitical shocks
  • Understanding regulatory implications of asset allocation in geopolitically sensitive markets

 

Keynote: Positioning portfolios for growth and stability amidst macroeconomic developments

  • Understanding the monetary and trade policies shaping returns in 2026 and beyond
  • Integrating signals from regulatory bodies and central banks into asset allocation strategies
  • Stress-testing and scenario-testing portfolios against macroeconomic scenarios
  • Assessing the resilience of various asset classes amidst economic stress and slowdown

 

Integrating climate change and sustainability considerations in asset allocation

  • Assessing impacts on portfolios under various climate policies or risk scenarios
  • Securing strong risk-adjusted returns in green energy, energy transition and climate adaptation sectors
  • Meeting evolving reporting standards, such as ESG, while maintaining growth mandates
  • Developing engagement strategies with investors to influence decarbonisation

 

Implementing AI to support and streamline asset allocation strategies

  • Outlining key AI-driven analytics and portfolio construction tools
  • Ensuring quality data collection and within relevant governance policies
  • Bolstering AI-driven insights on asset allocation with indispensable human intelligence
  • Understanding ethical and regulatory implications of AI-driven asset allocation

 

Panel: Navigating volatility and seizing opportunities in turbulent markets

  • Adjusting strategies to account for structural versus cyclical drivers of volatility
  • Applying risk management and other strategies to reduce fallout from market downturns
  • Exploring assets to outperform or hedge against high volatility
  • Implementing concrete processes and responses to act swiftly when volatility fluctuates

 

Measuring and managing risk exposures in contemporary portfolio construction

  • Quantifying risks and outcomes across different asset classes
  • Developing real-time market risk analytics and scenario-testing strategies
  • Balancing capital preservation and return targets with adequate risk exposure
  • Integrating exogenous risks into asset allocation strategies

 

Panel: Aligning dynamic and tactical asset allocation with fluctuating market demands

  • Shifting short-term allocations based on key market indicators
  • Comparing relative merits of tactical and dynamic asset allocation strategies in current market conditions
  • Balancing agility with cost of purchasing assets effectively
  • Aligning tactical decisions with long-term investment strategies and policies

 

Panel: Diversifying portfolios for resilience and performance in a world of high correlations

  • Reassessing diversification strategies as long-held correlations shift
  • Incorporating a range of asset classes to suit different asset allocation strategies
  • Balancing opportunities in global markets with those here in Australia
  • Testing asset class performance with risk scenarios and stress events

 

Integrating climate change and sustainability considerations in asset allocation

  • Assessing impacts on portfolios under various climate policies or risk scenarios
  • Securing strong risk-adjusted returns in green energy, energy transition and climate adaptation sectors
  • Meeting evolving reporting standards, such as ESG, while maintaining growth mandates
  • Developing engagement strategies with investors to influence decarbonisation

 

Assessing trajectories and impacts of inflation and interest rates for asset allocation

  • Predicting interest rate behaviour through broader macroeconomic measuring
  • Assessing interest rate and inflation impacts on portfolios over time
  • Evaluating potential inflation hedging strategies in different asset classes
  • Preparing for policy changes and flow-on effects from central bank behaviours

 

Powering asset allocation strategies by investing in renewable energy

  • Exploring the range of available opportunities for investment in renewables
  • Integrating renewables for long-term stability and climate-aligned diversification in portfolios
  • Analysing the risk-return dynamics of investing in renewables
  • Navigating local and global climate policies and evolving regulatory requirements for investors