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Global public investor outlook 2024: Another ‘rollercoaster’ year?

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Manage episode 401919212 series 2791786
Indhold leveret af OMFIF. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af OMFIF eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

228 episoder

Artwork
iconDel
 
Manage episode 401919212 series 2791786
Indhold leveret af OMFIF. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af OMFIF eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

228 episoder

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