The US dollar remains the cornerstone of global finance, but its dominance is increasingly under pressure. Forces such as de-dollarization, evolving central bank reserve strategies, and the rise of digital currencies are challenging the traditional monetary order. At the same time, inflation, rising debt levels, and geopolitical realignment are straining fiat systems, while central bank digital currencies (CBDCs), stablecoins, and decentralized finance introduce new dynamics into the global currency landscape.
This session convenes leading managers and allocators to examine the future of money and reserves, as well as the portfolio implications for institutional investors navigating a shifting global monetary system.