MARKETS SUMMIT 2019 - THE HEAT IS ON! - PROGRAM & PREP A decade on from the GFC and global markets are once again smouldering! As developed world central banks continue to wind down their post-GFC unconventional monetary policies, asset valuations are under pressure and investors are alert to any developments which might trigger a disorderly sell-off. Simultaneously, portfolio construction practitioners must navigate an array of potential cyclical, secular and structural threats – an inflation breakout and political disfunction in the US, a Chinese financial crisis, a Brexit meltdown, a sluggis... |
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