Enhance your investment decision-making with insights from our Global Investment Research team who will provide in-depth analysis and commentary on critical investment themes, including:
• Country-specific divergences and market fragmentation
• Rising real sovereign yields versus narrowing corporate credit spreads
• The re-rating of emerging markets
• Opportunities in alternative investments
• The growing importance of hedging strategies
Additionally, the webinar covers:
• The global macro backdrop and its impact on financial markets
• A deep dive into drivers of major asset classes – rates, credit, equity, alternatives like listed real estate and infrastructure, digital assets, commodities and currencies.
• Cross-asset dynamics impacting portfolio construction
• Current market sentiment exhibited by fund flows
Throughout the discussion, our presenters will draw upon key findings from reports authored by the Global Investment Research team including Asset Allocation Insights, Performance Insights and Fixed Income Insights, along with research papers and market commentary published shortly before this webinar.