Presented by
Philip Lawlor, MD, head of Global Investment Research and Robin Marshall, director of fixed income research at FTSE Russell
Global Market Outlook: 2021 and the Keynesian Beauty Contest playbook
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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