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The 2024 Global Conference speaker roster is now live and expanding! Explore the growing lineup, with more additions expected before the program release in early April.

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The Macroeconomic Outlook: A Balancing Act

The Macroeconomic Outlook: A Balancing Act

Now that the yield-curve has inverted for the first time since 2007, should investors brace for impact? Few indicators have been more accurate, or followed, than the spread of short- and long-term Treasuries. In combination with the Fed's recent pivot to a more dovish stance and the continued slack in global growth, the macroeconomic outlook does look gloomy. But if staying on the sidelines is no option, how can investors make sense of—and find value in—a volatile environment that seems to be dominated by socioeconomic developments? How can new technologies provide solutions to the current challenges facing globalization and open trade? And what geopolitical, economic, and market indicators should investors consider as they think about asset allocation strategies?

Moderator

Komal Sri-Kumar

Senior Fellow, Milken Institute; President, Sri-Kumar Global Strategies, Inc.

 

Speakers

James McCormack

Global Head, Sovereign and Supranational Group, Fitch Ratings

 

Seema Shah

Senior Global Investment Strategist, Principal Global Investors

 

Nathan Sheets

Chief Economist and Head of Global Macroeconomic Research, PGIM Fixed Income

 

Christopher Smart

Head, Barings Investment Institute

 

Bryan Whalen

Group Managing Director, U.S. Fixed Income, The TCW Group

Published