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.
UK election - Party manifestos: Economic and Brexit implications for the UK and Europe
UK election - EU-UK relationship and the result of the French elections
Trump: The First One Hundred Days
UK election - Britain, Europe and the World - Episode one
OMFIF Telephone Briefing: FOMC Preview - Views on the March 2017 Fed announcement
The Outlook for the Euro, Germany and Europe
America on the edge - Telephone briefing on the Trump presidency
US interest rate expectations and ECB decisions
Analysis of the OMFIF Japan Report
Markets 'will adjust' to Trump win
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