Trends In Global Investing: Circling the world for opportunity

Wed, Dec 13, 2017 2:00 PM EST{LOCAL_TZ}

Stock markets around the world have been reaping the benefits of easy monetary policies but as central bankers take their foot off the gas of liquidity, investors are beginning to wonder how long the good times will last. More importantly, they are wondering where to turn for yield.

In this webinar/supplement, a top-notch panel of managers shares insight into what institutional investors can expect when interest rates begin to rise and return expectations begin to decline. In addition, they will help investors learn how to tune out the noise from the daily dose of bad news, understand the implications of high equity valuations and ensure their portfolios are well positioned for today’s evolving environment.

Specifically, the panel will cover:

  • Where major economies are in the economic cycle and what that means for rates
  • How will equities perform without liquidity support from central banks
  • What to do about high asset price valuations
  • What keeps them awake at night
  • Where do they see the best possibility for return
  • Where are the risks they want to avoid
  • What might 2018 look like

In addition, the panel will take questions from the audience.

Speakers:


Chris Marx
Portfolio Manager–Equities
Alliance Bernstein

Andy Rothman
Investment Strategist
Matthews Asia

George Sakoulis, PhD
Managing Director and Head of Global Portfolio Solutions
QMA, a PGIM company

Quentin Fitzsimmons
Global Fixed Income Portfolio Manager
T. Rowe Price

Douglas Bennett
Senior Portfolio Adviser
Vontobel

Moderator:


Greg Crawford
Director, Content Solutions
Pensions & Investments

Sponsored by:

close log in form button
Log In Now Not Registered?

close register form button