October 12 at 9:00 am PDT/12:00 pm EDT
Extraordinary monetary and fiscal policies have been enacted to reverse the COVID-19 virus-induced global economic slowdown. Nevertheless, as government support programs expire before the economy is able to normalize, many sectors of the economy continue to stagnate and previously successful businesses are failing.
This session discusses the many daunting challenges facing policy makers, corporate executives and asset managers. Complications arise as market prices and credit flows respond to unusually interventionist central bank and fiscal policies, and structural shifts to global supply chains caused by lasting changes to the workplace and geopolitical tensions with China.
Panelists from finance and business will discuss how they assess and manage this new environment, especially the following aspects: (1) the efficacy of public health, economic, and financial policies; (2) the likely path of the economy going forward, including structural shifts to consumer behavior and global shifts in the production process; and (3) investment opportunities arising from unprecedented fiscal spending and monetary policy intervention.
Chief Economist, Milken Institute
Managing Director and Chief European Strategist, Barings Investment Institute
Portfolio Manager, Western Asset
Chief Economic Advisor, Allianz; Former Chairman, President Obama's Global Development Council
Managing Director and Director of Global Economics, The D. E. Shaw Group