Living in ‘Un-PRESIDENT-ed’ Times
Considering diversification options to navigate a world of divergent challenges and opportunities.
27 January 2026
In 2026, the financial market landscape is shaped by an uncertain fundamental picture and a rapidly evolving geopolitical environment. Together with Momentum’s Chief Economist Sanisha Packirisamy, this presentation reviewed the most significant market developments of 2025 and assess key trends as they extend into 2026.
We analysed the effects of divergent inflationary pressures and emerging technologies on market dynamics, as well as examined key central banks’ monetary policies as they enter a mature phase. In addition, we will explored how geopolitical tensions and shifting alliances influence investment strategies, sector performance, and global capital flows. Gain actionable insights and strategic perspectives to navigate this complex financial landscape and stay ahead in an increasingly complex world.
Key investment themes included impact of:
- Deteriorating fiscal landscapes across major economies
- The future of the global growth engine in a more fragmented world economy
- The unravelling of the post-world war liberal order
- Ample liquidity conditions in financial markets and their implications
- Stretched market valuations and the risks they pose to asset performance
CAIM Central Bank Webinar Series
We launched our Central Bank Webinar Series in June 2020. The Central Bank Webinar Series aims to provide valuable insights on key policy and implementation challenges facing Central Banks in developing countries. We were honoured to have Sir Paul Collier launch the series, in an event which focused on the Economic Implications of COVID19 on Developing Countries. You can view recordings of past events in the relevant sections of this page.
Click on the button to register your interest in future events:
September 2024
Assessing the Financial Landscape After a Once-in-a-Generation Japanese ‘Financial’ Tsunami
explored the key factors behind these events, assessed the extent of the damage, and examined potential paths for major financial assets as we head into the final quarter of 2024.
January 2024
What's in store for 2024?
discuss market issues facing central bank reserves managers in 2024
September 2022
Opportunities and challenges in central banks reserves management
In association with WAMA and WAIFEM
June 2022
Opportunities and challenges in central banks reserves management
In association with PICDPR
January 2021
The unprecedented 2020 in 10 unforgettable charts
December 2020
Central bank reserves management - the year(s) ahead
In conjunction with Banco de Moçambique and MEFMI
October 2020
Reserves management under central banks 'lockdown'
Starting the long journey back to normality
September 2020
Fundamentals of finance - fixed income mathematics
July 2020
Central bank reserves Management during a global pandemic
Seeking Safety, Liquidity and Return in Challenging Markets
June 2020
The economic implications of COVID-19 in developing countries and the role of central banks in managing risk
With Sir Paul Collier and Professor Christopher Adam