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.
Week in review: Flattening the debt curve, IMF's epic battle, and more
The evolving role of Swift in global payment systems
Week in review: Diversity in central banking, fiscal wrangling, and more
Fed talk: The US’s ‘long road’ to recovery
Week in review: Negative interest rates, US corporations' bond market clout, and the end of the Germany-ECB conflict
The OMFIF/KPMG series: Future of infrastructure as an asset class
The future of the workplace: Resilience and adaptation to technological disruption
Week in review: Preventing Europe's great fragmentation, the latest on Argentina's debt, and Japan's record stimulus package
Asia Pacific regional economic outlook
Week in review: Risky rates, Chinese banks' global outreach, decadent Brexit, and more
European response to Covid-19
Worldwide insurance heading for shake-up
Week in review: Merkel and Macron to the rescue, Covid and real estate, and the return of German government borrowing
Global value chains, innovation and international trade
Fixed income in emerging economies
Fed Talk: in conversation with James Bullard
Week in review: ECB-German court battle continues, what's next for inflation, and reviving climate action
The Great Lockdown: Analysing the world economic outlook
Debt restructuring in the post-pandemic economy
The OMFIF/EY Covid response series: stimulus transmission and its financial consequences
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