Global Market Outlook: 2021 and the Keynesian Beauty Contest playbook

Presented by

Philip Lawlor, MD, head of Global Investment Research and Robin Marshall, director of fixed income research at FTSE Russell

About this talk

Analysis of global markets, Taper Tantrums and inflation risks in 2021. Join senior members of our Global Investment Research team for analysis on global equity and fixed income markets, as they confront a possible inflation shock, and QE taper. They will assess, to quote Keynes, “what average opinion expects average opinion to be“ and the tail risks, negative and positive. Our presenters will examine drivers of risk appetite, including: • Growth and inflation expectations • Financial conditions • The profit and valuation cycle • Factor rotation • The status of market sentiment. Throughout the discussion—moderated by Brendan Maton, IPE—you can submit questions.

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FTSE Russell is a leading global provider of benchmarking, analytics and data solutions for investors, giving them a precise view of the market relevant to their investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles or strategies.