Where Are Global Asset Managers Allocating Capital in 2025?

Time: 09:10 - 09:55
Date: Tuesday 4th February 2025

Theatre: Plenary

Synopsis

  • How are macroeconomic trends influencing asset managers’ capital allocation strategies across regions and sectors?
  • What share of investment portfolios is flowing into renewable energy, and how do regions like Europe, North America and Asia-Pacific compare in terms of attractiveness for investment?
  • What emerging risks and opportunities are shaping investment decisions, and how are firms adjusting their approaches to manage them?
  • In the context of a shifting geopolitical landscape globally, how are asset managers balancing investments between established markets such as Europe and the US?

Moderator

Speakers

  • Susana Leith-Smith Senior Managing Director, Head of Capital Markets – EMEA - Macquarie Asset Management (MAM),
  • Justin DeAngelis Partner, Global Head of Sustainable Infrastructure - Denham Capital
  • James Samworth Partner - Schroders Greencoat
  • Liam Smith Director, Energy Infrastructure - Actis
  • Jakob Groot Partner - Copenhagen Infrastructure Partners

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