I've been thinking about... global debt and equity markets

2011 PortfolioConstruction Forum Conference |  25 August 2011

In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Dr Michael Hasenstab argues that the slowdown in economic activity among western economies begs the question: is this a temporary soft patch or a turning point in the business cycle? He looks at differing growth rates are leading to different monetary policy around the world - and how policy and geopolitical events are impacting the challenges and opportunities facing global bond invest...