I recently attended the Chartered Financial Analyst conference in London, listening to speakers telling us about impending disruption. They focused on the rise of populist politics, highly evident since the 2008 global financial crisis, geopolitics, big data and its intelligent analysis, and climate change. We were told, as an investment community, to restore trust in our industry, to see opportunities rather than fear, that investment returns must increasingly help society and the environment, and that capitalism was at risk.  Speakers encouraged reflection, urging us to take control of our destinies or an angry millennial generation would. We were urged to embrace disruption and feel comfortable with feeling uncomfortable. All very interesting and dramatic, but not too helpful with specific solutions. One session that was useful came from behavioural author Daniel Pink. He looked at the science of timing in organisational, business and personal life and when we should best ma...

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