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.
Fed Talk: 2018 overview and 2019 outlook
A year in review: reflections on 2018 and prospects for 2019
Political risk series: US-China trade war and implications for Asia-Pacific region
Ahead of the ECB
Political risk series: The retreat of globalisation
Political risk series: The Brexit deal, scenarios after the Parliamentary vote and implications for markets
Political risk series: Interference and independence at the Reserve Bank of India
In conversation: Caroline Atkinson, former deputy national security adviser to US President Barack Obama
Political risk series: Where we are on fears for euro breakup
Fed Talk: US midterms special
Political risk series: Super-fast politics, what it means for politics and the global economy
In Conversation: Scott Morris, senior fellow and director of the US Development Policy Initiative at the Center for Global Development
Political risk series: Cyber resilience and financial stability
Political risk series: Politics in the Middle East
Ahead of the ECB
Islamic finance series: London as a hub for Islamic finance
Islamic finance series: Risk management in Islamic finance
In Conversation: Jeffrey Frankel, James W Harpel professor, Harvard University's Kennedy School of Government
ESG series: Developing the UAE as a centre of green finance
Fed Talk: Assessing a decade of QE
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