FUTURE
CONFERENCES
Programme
This will be a full day conference with approximate timings of:
09.00
Fika & Registration
09.30
Session 1: Geopolitical and Macroeconomic Outlook – Persistently Higher Inflation on the Horizon
10.45
Fika
11.15
Session 2: Energy Security, New Risks, Defence Investing and Building a Resilient Strategic Asset Allocation Policy
This session examines global macro headwinds and the European economic landscape, along with geopolitical risk and its implications for long-term asset allocation. We will also look at interest rate trajectories and fixed income positioning, and what a return to a world of higher inflation means for Swedish pension funds in 2026 and beyond.
Energy security is now at the forefront of many people's minds, and many pension funds have already invested in regional renewable infrastructure — hydropower, wind, battery storage — to strengthen resilience and meet net-zero goals. This session asks how schemes should rethink the impact on their portfolios, the risks and opportunities this brings. Also whether defence investing offers new opportunities and how diversification should now be considered.
12.30
Lunch
13.30
Session 3: Evolving ESG & Sustainability Strategy and Considering Investing in Natural Capital
Sustainability strategy is being rethought amid geopolitical conflict, regulatory divergence, the climate crisis and competing stakeholder demands, with biodiversity loss an increasingly important but still less-considered factor alongside established ESG and climate themes. This session also asks whether now is the time to consider natural capital as an investable opportunity.
14.40
Fika
15.10
Session 4: Investing in Private Markets and Real Assets – New and Emerging Risks, Opportunities and Their Role Today in Portfolios
This session asks whether private markets are delivering the returns investors expect, and how risk has changed, particularly in private credit and equity. We will also consider whether real assets should now play a more prominent role given the higher and more persistent inflationary outlook, and how governance, transparency and measurement can be improved following recent losses on illiquid investments.
16.20
Close of Conference, followed by drinks reception
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 3 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
Venue
Media Partners
