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.
In Conversation: Amias Gerety, former acting assistant secretary at the US Department of the Treasury
Spotlight on the Indian elections
Fed Talk: President of the Philadelphia Fed
Effects of shadow banking on the traditional financial system: Future of finance series
Impact of automation on the labour market - Financial instability series
In Conversation: Nellie Liang, senior fellow in economic studies, Brookings Institution
Private debt and the next financial crisis – Financial instability series
GBI series: Gender Diversity in central banks
Ahead of the ECB
In Conversation: The potential for central bank digital currencies
Financial instability series: Geographic inequality and the rise of economic hubs
Fed Talk
GBI series: Gender Diversity in central banks
In Conversation: Hard currencies outlook (Part Two)
In Conversation: Hard currencies outlook (Part One)
Financial instability series: Globalisation cycles and the breakdown of global free trade
Ahead of the ECB
In Conversation: Paul Tucker, Chair, Systemic Risk Council
The Asian century series: Global China: Economic outlook and the future of the renminbi
In conversation: Marco Cattaneo, Member of the Group of Fiscal Money, Italy
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