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.
Public pensions: The shift into private markets
Synopsis: UK-EU co-operation after Brexit, conflicting opinions at the Federal Reserve, and the governorship of the Bank of England
In conversation with Willem Buiter
Synopsis: The Fed v. President Trump, DeLisle Worrell on the IMF, and the dollar's reserve currency role
Ahead of the ECB: Is quantitative easing back?
Synopsis: AfD on the rise, the weird world of Westminster, and big tech's encroachment on finance
Italy's political crisis
Synopsis: Marsh on Germany, Moeller on trade, and Kleiman on 2019's investment shakeup
S&P Global: The role of ratings agencies in environmental, social and governance investing
Synopsis: Italy's latest crisis, Macri's election calamity, and the G7 in Biarritz
Private Debt: Too big to ignore (part 2)
Synopsis: Boris and Brexit, sterling's freefall, and future Chinese growth
Private debt: Too big to ignore (part 1)
Synopsis: Renminbi slides, foolhardy US Treasury, and radical EMU reform
Fed Talk: Were the Federal Reserve rate cuts justified?
How do central banks invest?
Synopsis: Fed rationale, US-German trade wars, and accelerating Islamic finance
Libor’s evolution, scandals and future
Ahead of the ECB
Are financial services prepared for a no deal Brexit?
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