As our opening keynote at THE Investment Conference 2003 (18/19 August 2003), we asked Don Stammer , independent chairman of the PC Forum Asset Allocation Board, to provide a context for our two day program, by looking ahead to 2010 and hypothesising as to what the global economic landscape will look like, identifying the big political, social and economic trends ahead, and describing what they mean in terms of positioning portfolios today for the future.

• To view or download Don's slides, click HERE . 

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