Easy monetary policies across the globe have unleashed a troop of 800-pound gorillas to harass capital markets, and in doing so, have created unintended risks—and significant opportunities.
Get insights on this and three other compounding issues that have heightened concerns of a market disruption, and learn how to navigate this environment and pursue resulting opportunities.
In this webinar, Brian Singer, CFA, head of William Blair’s Dynamic Allocation Strategies Team, will discuss:
How the current market environment is interesting but not unique
• 1980s: Black Monday
• 1990s: Dot-com bubble
• 2000s: Global Financial Crisis
• Today: Different book, same story (final chapter hasn’t been written yet)
How the story keeps getting repeated
• Monetary stimulus
• High asset prices
• Low volatility
• Systematic over fundamental
• Reckoning at the end
Why the troop of 800-pound gorillas (global central banks) and compounding issues may exacerbate a market downturn
• Global quantitative easing
• Rules-based strategies
• The Volcker Rule
• Circuit breakers
Why it’s important to be aware and where opportunities may emerge
• Positioning portfolios to step into opportunities