HOT TOPIC Assessing the macro, and its influence on investments

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Presented by

Richard Philbin, CIO, Wellian Investment Solutions, Stephen Jen, CEO and Co-CIO of Eurizon SLJ

About this talk

Building a portfolio requires a top-down influence to understand the big levers which pull the investment markets. So how is the global economy fairing a year into the pandemic, and what can policy makers do to keep things afloat? Our experts discuss: What is the biggest threat today – inflation or deflation? Are negative interest rates the way forward? What armoury is left for policy makers in keeping economies afloat? How do major economies tackle their debt burden? Could the global trade continue to be a disruptive influence? What impact has Biden had so far? How has the pandemic changed the way we look at globalisation?

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