26 March 2019, AXA IM, EC1A 7NX
At the end of 2018, fears of a shock to the late-cycle economic equilibrium grew substantially. To stabilise the downside dynamics, central banks around the globe moderated their hawkish stance and shifted back to a supportive gear once again. However, the power of monetary policy put options is disappearing, governments are not ready to place fiscal policy in a driving seat and trade policy remains the big unknown.
Could this shift us away from synchronised slowdown to the point of no return - the Japanification of Western economies?
Alberto Gallo, CFA, fixed income fund manager and economist, asks: “What are the risks and the opportunities in the era where a new equilibrium between monetary, fiscal and trade policy is emerging?”
This event is hosted by CFA UK’s Next Generation Network leadership team for Fixed Income Portfolio Managers and exclusively for the members of their network.
To register, please follow the link to the CFA UK event website.