Max Castelli, head of strategy, sovereign institutions, and Philipp Salman, director of strategy and advice, global sovereign markets, UBS Asset Management, join Taylor Pearce, senior economist at OMFIF, to discuss what’s in store for global public investors in 2024. The discussion identifies opportunities and risks for reserve managers and sovereign wealth funds amid evolving market dynamics, including falling inflation, headwinds to China’s economy and a resilient US economy albeit looming political risks.
You can find the full transcript here.
Renewable energy as asset class
Working in crisis
In conversation with Michael Pettis: China’s economy and outlook
Euro area economic outlook
Global economic crisis and gender equality
Federal reserve financial stability report
Growing pains: the story of the euro
The role of financial intermediaries in transitioning to a green economy
Leveraging fintech for sustainability
New emphasis in European monetary policy: The ECB’s strategic review
The case for CBDC and the role of blockchain
Making way for digital cash
Covid-19: From recession to recovery
The OMFIF/KPMG series: Technology, sustainability and governance in smart cities
Future of commodity trading in the US
Brexit: what next?
The US and the international economic crisis
Climate risk management in real estate and infrastructure
Infrastructure’s role in the Covid recovery
In conversation with Patrick Harker, Philadelphia Fed
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