WEBINAR: Big Data - Fourth Annual Global Macro Outlook
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WEBINAR: Big Data - Fourth Annual Global Macro Outlook

11/25/2019
When: Monday, November 25, 2019
2:30 pm - 4:30 pm PST
Where: Live Webinar
United States
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Fourth Annual Global Macro Outlook

In Partnership with CFA Society New York


Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

A distinguished group of investors and research practitioners share their experiences in implementing global macro investing strategies, and how they aim to produce prudent risk-adjusted returns. 

Learning Outcomes

  • What are the key macro trends today?
  • What are the dominant political and economic forces that speakers foresee impacting markets in the future
  • How is macro strategy implementation changing
  • Why have many macro managers struggled to generate attractive returns over the course of the past few years?
  • What investment opportunities do the speakers see across commodities, interest rates, equities and foreign/crypto exchange?

1st Panel

Michael McDonough, Chief Economist, Bloomberg

James Sweeney, Chief Economist, Credit Suisse

Danial Ahn, Chief US Economist, BNP Paribas

Moderator

Chris SolarzManaging Director, Cliffwater LLC

2nd Panel

John FloydMacro Portfolio Manager,  Record Currency Management 

Tania Reif, Investment  Manager, Alphadyne Asset Management 

Rupert Hope, Portfolio Manager (Multi-Asset), Lazard Asset Management

Greg Kaldor, Macro Strategist, Phillimore Investments LP

 

Agenda

1:30 pm - Opening Remarks

1:35 pm - 1st Panel

2:05 pm - Q&A

2:15 pm - Break

2:30 pm - 2nd Panel

3:10 pm -  Q&A

3:25 pm - Closing remarks

View the Webinar

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