Ian Harnett Speaks at the Plenary session of the Absa Group 2025 Macro and Risk Management Conference
- Absolute Strategy
- Sep 18, 2025
- 1 min read
At the Absa Corporate and Investment Banking's Macro & Risk Management Conference 2025, ASR’s Co-Founder & Chief Investment Advisor Ian Harnett delivered a compelling presentation covering the shifting order of trade and capital flows and their implications for global portfolio construction.
Some of the highlights:
• How NBFIs have reshaped private investment patterns
• An altered stock-bond correlation
• EU / UK / RoW growth dynamics
• The impact of the AI-related Capex
• Results from ASR’s latest Asset Allocation survey—what global allocators are assigning high probability to, and where they find conviction.
• Thoughts on the Biggest Risk at the moment
🎥 Watch further here (13:00 – 56:00)
It is fascinating to see Ian Harnett sharing his insights at the Absa Group 2025 conference, especially given the current complexities of global macroeconomics. Expert analysis at this level is crucial for navigating modern risk management and identifying key investment opportunities.
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