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COMPLIMENTARY WEBINAR
Wednesday, December 14 | 2:00 p.m. - 3:00 p.m. ET

The Presidential election is over, but the investment repercussions continue to both confirm and confound expectations. Many managers thought that a Trump win would not be bad for financial markets and the economy. Nevertheless they have still been surprised by the quickness of the recovery of the stock market. In the bond markets, the effect has not been nearly as benign. But bond managers were already on the alert for increased volatility and changes in central bank behavior. Indeed, a theme that runs through the strategies of many bond investors involves divergent monetary policy.

Join this important webinar to hear what global stock and bond investors think the future holds. Some see bright spots in far flung places, and in relative value trades. Others find opportunity right under their noses in developed markets. Bond investors may have the tougher task, in trying to read the tea leaves of central bank behavior, while navigating sharply rise yield levels. Equity investors have to consider the possibility that markets won’t keep rising.

Hear managers discuss some of the following key themes in global investing:

  • Do developed bond markets still hold opportunity today – or should investors be looking farther afield?
  • What effect would a slowdown in China have on global markets?
  • Is this the time to be defensive when it comes to equity investing?
  • Is this the time to embrace active management?
  • What are stock and bond managers key concerns?

supplement

Featuring:

 
speaker

MODERATOR:
Greg Crawford
Director, Content Solutions
Pensions & Investments

speaker

Adrian Helfert
Head of Global Fixed Income USA
Amundi Smith Breeden

speakerRupal J. Bhansali
Chief Investment Officer, International & Global Equities Portfolio Manager
Ariel Investments
speaker

James D. Hamel, CFA
Managing Director and Portfolio Manager
Artisan Partners

speaker

Jean-René Adam, CFA
Co-Chief Investment Officer and Vice President, North American Markets, Hexavest Inc.
Eaton Vance Management

speakerQuentin Fitzsimmons
Portfolio Manager,
Global Fixed Income
T. Rowe Price

SPONSORED BY


The content of this webinar is not created, written or produced by the editors of Pensions & Investments
and does not represent the views or opinions of the publication or its parent company, Crain Communications Inc.


Questions? Contact Vanessa Pereira at (212) 210-0258 or VPereira@pionline.com

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