Global Equities and the Evolving World Order

What to Expect Going Forwards

Drawing on over 25 years of investment experience Paul Markham, Investment Director at GAM, examines how major political, social and economic changes are reshaping market dynamics - and how investors can navigate the uncertainty and uncover opportunity.

📌 Topics include:

• Global Challenges – What happens when post-war institutions like the UN and NATO lose influence? Paul will explore the structural shifts in global governance and their long-term implications for markets.

• Emerging Risks – From cyber warfare to trade fragmentation and geopolitical flashpoints, non-traditional threats are now central to investment strategy.

• Societal Shifts – Demographic transitions, evolving consumer values and rising generational divides are driving innovation, disruption and entirely new business models.

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