Lessons Learned from COVID-19 - FC
Global Conference 2024

Part 2: Countering Warning Signs

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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

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    Josh Barro

    Writer and Podcast Host, Very Serious

    Speakers

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    Mark Lindbloom

    Head of Broad Markets, Western Asset
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    Raymond McGuire

    President, Lazard
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    Asutosh Padhi

    Senior Partner, North American Managing Partner, McKinsey & Company
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    Seema Shah

    Chief Global Strategist, Principal Asset Management
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    Jeffrey Solomon

    President, TD Cowen