Recent changes to global monetary and fiscal policies are complicating the playing field for macro investors, who face difficult decisions as economies transition out of pandemic shock. This panel discussion, featuring a diverse slate of trusted macro strategists, PMs, and researchers, will address the impact these policy changes are predicted to have on multi-asset class investing as well as provide a space for speakers to share their insight into dominant political and economic forces, key macro trends, and investment opportunities.
David Motsonelidze, CFA, Director of Macro Strategy at Stifel will kick off the webinar. Gary Regenstreif, Director of Thought Leadership Strategy at KPMG, will moderate a panel comprising Elga Bartsch, PhD, Managing Director and Head of Macro Research, BlackRock Investment Institute; Gabriele Foà, Portfolio Manager, Algebris Investments; and Clifton Hill, Global Macro Portfolio Manager at Acadian Asset Management. Register now to learn from leaders in the macro investing space and hone your own strategy.