Anna Shelley on the investment opportunities of a fragmented world

AMP chief investment officer Anna Shelley thinks that the “pervasive” macroeconomic and geopolitical changes of the last few years will effect markets for years to come and fundamentally alter the investment landscape for asset owners.  Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of the opportunities being created by a more fragmented world.In conversation with Investment Magazine's Lachlan Maddock, Shelley also discussed how AMP is thinking about TPA, what she is watching for when AI finally starts making investments, and the lesson from her first boss that has never left her.In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers of Australia's leading asset owners.