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.
Can India's financial system weather Covid-19?
The China-US relationship post-pandemic
OMFIF: Corona Capital Markets Roundtable with EIB, CEB and DZ
Chinese recovery: Facing global slowdown and domestic headwinds
Week in review: Oil prices drop, Europe's future crisis management, and helicopter money's unearned popularity
Digital currencies: A question of trust
Covid-19: Implications for international financial regulation
Synopsis: Life after Covid-19, Trump's trumped takeover, and more
In conversation with EBRD: Why good governance matters
Outlook for Malaysia amidst political uncertainties
Synopsis: China's recovery, ECB coronavirus response, and how the pandemic will change the world economy
Global liquidity in the time of Coronavirus
FedTalk: Communicating crisis response and the need for coordination
China and the economic impact of coronavirus Part II
Synopsis: Coronavirus special
Charlie Bean: Back to normality
Bank of Japan: Monetary easing unlimited
Investing in digital infrastructure
Synopsis: Central banks v coronavirus, Biden's surge, and more
Lamont analyses end of austerity
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