Forgotten your username/password
If you wish to change your password you can alter your access details on the “My Settings” page, available inside the client area.
Goldilocks is back but how long until the bears return?
To register now, please send an email to firstname.lastname@example.org
Session 1: Global growth locomotives and shifting Fed, ECB and BoE policy
· Cyclical reflation and early stage inflation vs. structural deflation. How will central banks respond?
· Can QT be managed smoothly and coherently?
· What will be the intended or unintended effects on global growth?
· How will these shifts reshape global financial flows? Risks to USD liquidity?
· How will FX, bond and equity markets respond? Where are the key opportunities and risks?
· Will Trump, North Korea or other political risks derail the story?
Panellists: Steven Blitz, Ollie Brennan, Charles Dumas and Dario Perkins
Moderator: Andrea Cicione
Session 2: Europe faces hottest growth and highest political risk
· Germany the main locomotive in a bullish growth story for the region…but for how long?
· Timing and sizing the ECB taper and exit strategy
· Italy the major political and economic risk to the recovery and future of the euro
· How to position for the opportunities and hedge for the risks?
Panellists: Charles Dumas, Christopher Granville, and Ken Wattret
Moderator: Nick Bourne
Session 3: China’s slower, more stable growth and Goldilocks visits Emerging Markets
· Fears of a China debt blow up are overdone. Growth/debt trade-off is becoming more stable. No crisis in sight as leadership affirms power at Communist Party Congress, but housing risk must not be ignored.
· Effects of China and the global environment on interlinked EMs.
· Where might political risk hit investors hardest? Brazil? Mexico? GCC?
· Discriminant selection will be the key to EM outperformance. Where are the opporunities in EM?
Panellists: Larry Brainard, Jonathan Fenby, Elizabeth Johnson, Bo Zhuang
Moderator: Martin Shenfield