PortfolioConstruction Markets Summit 2010

Theme 1:  The big picture - the outlook for the global economy

Just as record private debt was the cause of the global financial crisis, record public debt is a key feature of its aftermath.  So the 2010 kicked off with Doug Hodge, COO of leading global bond house PIMCO, discussing the implications for the global economy in 2010-2012.

Following this, Robert Swift (Head of Multi-Strategies with BT Investment Management) discussed the positioning of portfolios in the context of the global economic outlook, including the key signposts to look for and outcomes to expect in 2010-2012.



Doug Hodge
Chief Operating Officer


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Robert Swift
Head of Multi Strategies,
Investment Mgmt, Australia

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