2026 Agenda

• Risk assets defying gravity, until....
• Rearmament, realignment and geopolitical hotspots. Understanding the implications for markets
• Scarce chips, power, data: does AI deliver prosperity, a bubble, or a geopolitical faultline?
• Inflation tamed, central banks triumphant, but is independence sustainable?
• 'Things fall apart, the centre can not hold': economic malcontents, the collapse of trust and the global rise of new politics

• Investor thoughts on UK economic outlook
• The future of gilts
• What do investors want to see from the UK? 

• How can MDB’s scale balance sheet optimisation?
• Is risk sharing a viable/effective lever?
• Mobilisation of private capital  - the rewards are clear but what are the risks? 

• SIU: integration, efficiency, competitive systems in Europe. How quickly can we get there? 
• Impact of market infrastructure package: who what where…
• Innovation in financial markets: no more blue sky thinking, what does this look like in practicality?

• Are treasuries still a safe haven? Or has Trump changed treasuries forever?
• How are issuers innovating to handle declining traditional demand?
• Opportunities to be had from de-dollarisation 

• Is corporate debt the new risk free market?
• What does the corporate issuer toolkit look like in the current market?
• How are investors looking at long term risk forecasting?
• Trends in corporate borrowing: public market v private

• Exploring market dynamics in the current economic environment
• Impact of market microstructures
• Investor base diversification for sovereigns

A live Shadow Fed dot plot: projecting US interest rates for the years ahead. Stress-testing the projections. And deciding, is central bank independence extinct?

• Structural changes in capital rules: a help or a hindrance?
• AT1 v CET1
• What does the future of AT1’s look like? 

• What have we learnt from the pilot transactions?
• Legal, regulatory and IT changes to make tokenisation work
• Implications for secondary market liquidity

• Implications of a structural shift to short term borrowing
• Changing supply-dynamics and what that means going forwards

• Unique challenges and opportunities of sub sovereign instruments
• A sustainability focussed future?
• Where is the innovation?

• A crisis of identity: payment system, private money, or stop gap digital currency?
• Stable in name only? Addressing the regulators concerns
• Selling the idea: guilt by association with crypto currencies?

• Exploring the implications of investors moving away from the dollar.
• Can Europe create a credible alternative?
• What are the barriers? Can they be overcome?