The New Map of Global Returns: AI, Power and Strategic Bottlenecks

As the old engines of market leadership are tested, global equity investors are being forced to redraw the opportunity map. This session examines how AI, higher rates, dollar strength, policy risk and shifting supply chains are reshaping the global equity opportunity set. It will explore whether the next cycle rewards software, infrastructure or strategic bottlenecks and how investors can distinguish durable returns on capital from hype, overinvestment and valuation excess across the U.S., China, India, Southeast Asia and emerging markets.