Resource Constriction, Energy and Food Security, the end of Pax Americana and Collective Denial are all concepts gradually entering the mainstream. Against a backdrop of conflict, heightened geopolitical tensions and global rifts (think China, Russia), conflict and its read-across are increasingly critical drivers across investment markets, overshadowing policy efforts globally to tame inflation and paydown decades of QE following the GFC, European sovereign crisis, Covid and the invasion of Ukraine.

How to price these and think through second and third derivative impacts, risks and opportunities is growing more complex. Join three world-renowned experts to learn and debate how to navigate this growing threat, its wider implications as well as how to understand the defense sector, budget cycles and how this may ultimately all play out.