Global Conference 2025

Macroeconomic Outlook

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For investors and policymakers alike, the current macroeconomic landscape presents a complex environment, characterized by US market outperformance and the far-reaching impact of monetary policy decisions. Effective risk management and adaptation to macro changes are crucial for long-term success in this dynamic setting. Investors must navigate challenges in disruption management, leadership transitions, asset allocation, governance issues, and generational wealth shifts. To make informed decisions and better position themselves to capitalize on opportunities and mitigate risks, investors should closely monitor inflation rates, GDP growth, employment data, global trade patterns, and sector-specific performance metrics. How can investors balance short-term market volatility with long-term strategic goals? What innovative approaches or technologies can investors leverage to gain a competitive edge in analyzing and responding to rapidly changing and complex macroeconomic conditions? 

    Moderator

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    Gregory Zuckerman

    Special Writer, The Wall Street Journal

    Speakers

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    Khalid Al-Falih

    Minister of Investment, Kingdom of Saudi Arabia
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    André Esteves

    Chairman and Senior Partner, BTG Pactual
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    Karen Karniol Tambour

    Co-Chief Investment Officer, Bridgewater Associates
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    Kathryn Koch

    President and CEO, TCW Group, Inc.
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    Ron O'Hanley

    Chairman and CEO, State Street