Exploring the evolution of opportunities in asset and wealth management at FundForum 2026

Day one at FundForum 2026 set the tone for an event defined by geopolitical complexity, shifting allocator priorities and renewed confidence in private markets.

Across the venue, conversations centred on how investors are navigating uncertainty while positioning for long‑term opportunity. In the wealth and asset management industry, one thing is evident: opportunity isn’t disappearing — it’s evolving. And today, that evolution shaped every discussion.

War in the Middle East and the global security lens

The conflict in the Middle East framed many of the day’s conversations. Investment leaders explored how rising geopolitical tension is influencing energy markets, supply chains and regional stability. The focus was on scenario planning: how to model risk, how to adjust exposures and how to interpret security‑driven volatility without overreacting. Delegates emphasised that geopolitical awareness is now a core part of portfolio construction, not an external factor.

Market uncertainty and the cautiously positive outlook

Despite the unsettled backdrop, the tone across sessions remained constructive. Managers discussed how inflation expectations, rate paths and commodity dynamics are shaping near‑term positioning. The consensus was clear: conditions are uncertain, but not pessimistic. Allocators are staying selective, disciplined and increasingly focused on resilience. The conversations reflected a market that is recalibrating rather than retreating.

Private credit and the momentum behind private markets

Private markets dominated the agenda, with private credit emerging as one of the most widely discussed themes of the day. Speakers examined underwriting standards, deal flow, manager dispersion and how institutional demand continues to accelerate. The appetite remains strong, driven by investors seeking yield, diversification and downside protection. Private credit’s role in portfolios is expanding, and managers are preparing for a new phase of growth.

Semi‑liquid distribution solutions under scrutiny

Semi‑liquid structures, from evergreen funds to hybrid vehicles, sparked lively debate. Attendees weighed the benefits of broader investor access against the operational and liquidity challenges these products introduce. Some see them as a bridge between traditional and private markets; others remain cautious, questioning whether they genuinely solve liquidity constraints or simply repackage them. The discussion highlighted both innovation and uncertainty in this fast‑moving segment.

Energy security and the investment implications

Energy markets were a recurring theme, with speakers exploring how geopolitical tension is reshaping supply dynamics, pricing expectations and long‑term transition strategies. The conversation extended beyond commodities into infrastructure, renewables and the capital required to support energy resilience. Investors are reassessing how energy exposure fits into broader risk frameworks and thematic allocations.

Preparing for tomorrow’s strategic conversations

As day one concluded, attention shifted to tomorrow’s boardrooms and think tanks. Delegates will be joined by Sir Richard Moore, former chief of MI6, who will bring frontline insight into global security and its implications for capital allocation. His perspective is set to deepen the geopolitical discussions already underway.

FundForum 2026 opened with clarity: the forces shaping the future of wealth are complex, interconnected and rapidly evolving. Day one brought those dynamics into sharp focus — and the conversations are only just beginning.

Find out more about FundForum at https://informaconnect.com/impower-fundforum/