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Macroeconomy: Finding Checks and Rebalances

2023 Global Conference

Macroeconomy: Finding Checks and Rebalances

Tuesday, May 2, 2023
02:30 PM - 03:30 PM PDT
Beverly Hilton - International Ballroom

Multiple wars and conflicts around the world, alarming extreme weather events, a global pandemic, trade tensions between major economies, rising levels of public and private debt, slowing global trade and economic growth—it’s no wonder everyone is bracing themselves for a recession. Yet China’s reopening has provided some optimism for global growth. What might be the likely path of the economy going forward? In an increasingly multi-polar world, what does it mean for investors and money managers seeking diversification? What key market signals should we look for across geographies? And what macroeconomic conditions will have the greatest impact on financial markets and the relative appeal of different asset classes? 

Josh Barro
Author, "Very Serious" Newsletter; Host, "Very Serious" Podcast
John Bellows
Portfolio Manager, Western Asset Management Company
Michael Buchanan
Head, Portfolio Strategy and Risk Group; Head, Macro Strategy; Head, Australia and New Zealand, Temasek
John Gallo
Head of Global Markets Americas, BNP Paribas
Seema Shah
Chief Global Strategist, Principal Asset Management