The future financial conditions and overall health of the US economy remain an open-ended question with direct implications on global financial markets. Following the steep acceleration of inflation and the US Federal Reserve’s tightening policy, persistent predictions of a recession, with mixed reviews on severity, have kept market participants on edge. The Fed’s upcoming interest rate policies and accompanying economic policies will determine the investment environment ahead. Just as diversification across geographies and asset classes is crucial for mitigating over concentrated exposure, how should investors be safeguarding against systemic risks while capitalizing on opportunities through the increasingly polarized economic cycles? How is the US economy’s path influencing global markets? Will the alternative markets play an even bigger role in the portfolios of the future?
Moderator:
- Josh Barro, Writer and Podcast Host, Very Serious
Speakers:
- Mark Lindbloom, Head of Broad Markets, Western Asset
- Raymond McGuire, President, Lazard
- Asutosh Padhi, Senior Partner, North American Managing Partner, McKinsey & Company
- Seema Shah, Chief Global Strategist, Principal Asset Management
- Jeffrey Solomon, President, TD Cowen
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1 июл 2024
