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