Max Castelli, head of strategy, sovereign institutions, and Philipp Salman, director of strategy and advice, global sovereign markets, UBS Asset Management, join Taylor Pearce, senior economist at OMFIF, to discuss what’s in store for global public investors in 2024. The discussion identifies opportunities and risks for reserve managers and sovereign wealth funds amid evolving market dynamics, including falling inflation, headwinds to China’s economy and a resilient US economy albeit looming political risks.
You can find the full transcript here.
Future of commodity trading in the US
Brexit: what next?
The US and the international economic crisis
Climate risk management in real estate and infrastructure
Infrastructure’s role in the Covid recovery
In conversation with Patrick Harker, Philadelphia Fed
Functions of US fiscal policy in challenging times
Fed Talk: September FOMC and the strategic review
The OMFIF/KPMG series: Sustainability and stewardship in asset management
US-China relations and global growth
Japan’s outlook post Abenomics
Diving into US investment grade bond markets
DLT and its potential use for CBDC
Ahead of the ECB: short-, medium- and long-term prospects for Europe
Managing the global economic slowdown
Taking the long view: An asset owner’s perspectives
Fed Talk: managing the US’ economic downturn
In conversation with the Ambassador of China to the United Kingdom
The OMFIF/KPMG series: Sustainable infrastructure and the green transition
Digital currency and the new cold war
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