STRATEGISE: The New World Order and implications for investment strategy
Speakers
Diana Mousina
Deputy Chief Economist • AMP
Diana joined AMP in 2016 within the AMP Investments team. Diana’s responsibilities include providing global economic and macro investment analysis to retail, institutional and internal customers through her regular “Econosights” reports and presentations. Diana regularly presents AMP’s macro views across various media outlets including ABC, SBS, Bloomberg, CNBC, AusBiz and mainstream Australian television networks and radio stations. Diana also contributes to the asset allocation decisions of the AMP multi-asset funds.
Previously, Diana worked at the Commonwealth Bank of Australia as an economist in the Institutional Banking & Markets division. Diana holds a Bachelor of Commerce/Economics and has a Master of Finance (in funds management), both from the University of New South Wales.
Watch Diana's video
Previously, Diana worked at the Commonwealth Bank of Australia as an economist in the Institutional Banking & Markets division. Diana holds a Bachelor of Commerce/Economics and has a Master of Finance (in funds management), both from the University of New South Wales.
Watch Diana's video
John Pearce
Chief Investment Officer • UniSuper
John joined UniSuper in 2009 and is responsible for the management of our investment functions. John has over 35 years’ experience in the financial services industry both in Australia and Asia. He has held several senior positions including Chief Executive Officer and General Manager, Investments for Australia's largest asset management company Colonial First State from 2000 to 2006.
From 2006 to 2008 John was the Head of Global Asset Management for Ping An, which is China's second largest insurance company. John has a degree in economics and a Masters in applied finance. He has also completed a Program for Management Development at Harvard Business School. John was appointed a non-executive director on the Treasury Corporation of Victoria Board on 14 April 2015.
From 2006 to 2008 John was the Head of Global Asset Management for Ping An, which is China's second largest insurance company. John has a degree in economics and a Masters in applied finance. He has also completed a Program for Management Development at Harvard Business School. John was appointed a non-executive director on the Treasury Corporation of Victoria Board on 14 April 2015.
The global investment landscape is undergoing a seismic shift. With the return of Donald Trump to the presidency, the resurgence of protectionist policies, and rising geopolitical tensions, financial planners must reassess long-held assumptions about asset allocation, diversification, and risk management.
This session explores the evolving dynamics between the "old world" of globalisation, liberal trade, and coordinated monetary policy, and the "new world" marked by fragmentation, nationalism, and strategic competition. Attendees will leave with actionable insights to help clients navigate this complex environment—balancing resilience, opportunity, and compliance in a world where the only constant is change.
This session explores the evolving dynamics between the "old world" of globalisation, liberal trade, and coordinated monetary policy, and the "new world" marked by fragmentation, nationalism, and strategic competition. Attendees will leave with actionable insights to help clients navigate this complex environment—balancing resilience, opportunity, and compliance in a world where the only constant is change.
Learning Outcomes
- How to make sense of the bifurcated macro-economic environment
- What are the implications for markets and portfolios
- How it distils into asset allocation, diversification, liquidity and risk
- What you need to do to ensure your investment strategy remains fit for purpose for the new world order
CPD: 0.5 hrs General / 0.5 hrs Technical Competence
Date & Time: Wednesday, November 19, 2025 • 11:15 AM - 12:15 PM
Location: Meeting Rooms 1 - 3
Type: Session