WEBINAR: Big Data - Fourth Annual Global Macro Outlook
Tell a Friend About This EventTell a Friend
WEBINAR: Big Data - Fourth Annual Global Macro Outlook

When: Monday, November 25, 2019
2:30 pm - 4:30 pm PST
Where: Live Webinar
United States

Online registration is closed.
« Go to Upcoming Event List  

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


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



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

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.