a. A Hollowing Out of the Middle Class

b. A Worsening Global Macro Environment

c. Changing Mandate

d. What Next?

e. The Net-Net – Where can Investors find Value?

a. Traditional Investing

b. Today’s Changing Investment Lens

c. Investible Ideas

a. Technology’s Threats and Opportunities

b. No one is Safe: We are all Being Impacted

c. The Tension Between Us

d. An opportunity for Investment? From Off-the-shelf to Bespoke

e. Corporations Should Consider this Risk as Great as any Other, eg Macroeconomic

a. Global Macroeconomic Outlook Remains Weak

b. Geopolitics Remains Precarious

c. Broader Trends

d. Reasons This Time Is Different

e. Public Policy Responses