GIC Insights 2020

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Key Takeaways from
GIC Insights 2020

The Future Of...

The global community is navigating a public health crisis, an economic crisis, and financial turmoil all at once — an unprecedented combination in modern times. Profound uncertainty surrounds the future, as the crisis on multiple fronts has brought underlying vulnerabilities to the fore and accelerated shifts that could shape lasting changes to the global investment landscape. At the same time, there are also considerable growth opportunities, particularly in the areas of sustainability, healthcare and technology.

At GIC Insights LIVE, we sought perspectives from thought leaders around the world on how current developments will impact The Future Of these fundamental themes, and their business and investment implications over the long term.

Programme

Keynote

The Future of Sustainability

Sustainable investing has been on the rise in recent years, compelled by stronger evidence and greater awareness. It has become increasingly clear that sustainability issues like climate change have a material impact on investment returns. However, the perfect translation of theory to action remains elusive. What are the most compelling investment risks and opportunities in themes like climate change? What roles should the public and private sectors play in driving positive outcomes? How has the COVID-19 pandemic affected the development of ‘Sustainable Finance’? What does the future of mainstream sustainable investing look like?

Speakers

Al Gore

Former Vice President of the United States
Chairman of Generation Investment Management

Moderator

Rachel Teo

Head of Futures (Research) Unit, and Senior Vice President, Economics & Investment Strategy
GIC

Panel

The Future of Sustainability - In Practice

While the growing focus on sustainability offers new opportunities for long-term investors, portfolio exposure to sustainability risks and disruption also need to be carefully managed. In this session, we will explore how long-term investors are integrating sustainability considerations into their investment frameworks, strategies and processes, the challenges faced, and how these can be overcome.

Speakers

Moderator

Liew Tzu Mi

Chief Investment Officer, Fixed Income & Multi Asset
GIC

Panel

The Future of Biopharma Supply Chains

Due to COVID-19, various countries imposed limits or bans on some medical supply exports. In response, the US recently passed the ‘Mitigating Emergency Drug Shortages Act’ to better track drug supplies and assess national security risks and is considering tightening laws to force federal agencies to buy locally-made pharmaceutical and medical equipment. Low labour costs, state subsidies and easier regulations helped make markets like China and India attractive as manufacturing hubs; reversing this trend will not be easy. What is the outlook for supply chain onshoring, drugs' costs and pricing dynamics, and the potential winners and losers in post-pandemic world?

Speakers

Moderator

Doreen Chia

Managing Director, Public Equities, and Chair of Healthcare Business Group
GIC

Panel

The Future of Tech-enabled Healthcare

The pandemic is putting our healthcare system to the test. Healthcare leaders, stakeholders, and frontline responders are rising to the challenge and accelerating tech-enabled care delivery and clinical development. At this session, our panel will share their perspectives on how these innovative efforts are shaping global healthcare for the future.

Speakers

Moderator

Brad Yale

Senior Vice President, Private Equity, and Co-Chair of Healthcare Business Group
GIC

Keynote

The Future of Communications

At this session, Eric Yuan, Founder and CEO of Zoom, the world’s leading web-conferencing platform, will share his views on how people and businesses will adapt their communications needs in a post-COVID world. As the digital communications landscape evolves, what are the gaps and opportunities ahead?

Speakers

Eric Yuan

Founder & CEO
Zoom

Moderator

Ethel Chen

Senior Vice President, Technology Investment Group
GIC

GIC Insights × ThinkSpace

Enterprise Excellence

Forrest Li on Key Business Lessons from COVID-19

Resilient and adaptable businesses are well-placed to deal with disruptions.

30 Nov, 2020 ∙ 1 Min Read

Enterprise Excellence

Lei Zhang on Largest COVID-19 Impacts on Business

Businesses can take advantage of the current crisis to consider sustainable long-term opportunities.

30 Nov, 2020 ∙ 1 Min Read

Investment Strategies

Wallapa Traisorat on Top Opportunities in Real Estate

Building an integrated lifestyle concept and experience is necessary to cater to changing consumer behaviours.

30 Nov, 2020 ∙ 1 Min Read

Sustainability

Al Gore on the Future of Sustainability

Climate change has accelerated in the last decade, but the solutions to the crisis are now also here.

17 Nov, 2020 ∙ 8 Mins Read

Sustainability

The Future of Sustainability – In Practice

The right allocation of capital can contribute to solving fundamental sustainability issues.

24 Nov, 2020 ∙ 8 Mins Read

Technology

Eric Yuan on the Future of Communications

The evolution of the industry will likely see phone and videoconferencing systems converging onto a single platform.

09 Nov, 2020 ∙ 6 Mins Read

Investment Strategies Technology

The Future of Tech-Enabled Healthcare

Tech adoption in healthcare is expected to continue to grow, enabling enhanced data collection, better patient experiences, and lower costs.

29 Oct, 2020 ∙ 6 Mins Read

Investment Strategies Technology

The Future of Biopharma Supply Chains

COVID-19 has shaped many lessons about the impact of globalisation on the biopharma supply chain and the extent of interdependencies.The Future of Biopharma Supply Chains

22 Oct, 2020 ∙ 6 Mins Read

Investment Strategies Macro Outlook Sustainability

Reimagining the Future

We need to embrace key changes, deduce their implications and adapt our approach.

16 Oct, 2020 ∙ 5 Mins Read

Key Takeaways from GIC Insights 2020

Click on “Download Report” for a selection of key takeaways from the event.

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Past Years’ Insights

Established in 2016, GIC Insights is GIC's annual thought leadership event that convenes business leaders and policymakers from across the world to discuss long-term issues shaping the global economic and investment landscape.