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Event Date |
Wed Jun 20 BST - Thu Jun 21 BST (over 6 years ago)
In your timezone (EST): Wed Jun 20 12:00am - Thu Jun 21 12:00am |
Location |
Royal Plaza Hotel, Pere Francés
Carrer de Pere Francès, 27-29, 07800 Eivissa, Illes Balears, Spain |
Region | EMEA |
• Macro-thematic investing
Macro-thematic investing strategy based on the global mega-trends. For example, how to invest in the electric vehicle theme - automakers, battery-makers, or lithium miners? Discussion of all other opportunities. Performance of macro-thematic funds.
• Global-macro analysis
What are the longer-term effects of these global mega-trends on a global-macro environment? Deflationary vs inflationary scenarios. Synchronized vs unsynchronized global growth. Can the US Dollar maintain the global reserve currency status?
• Policy challenges
Monetary policy challenges, fiscal policy challenges, and the foreign policy challenges. How to coordinate monetary and fiscal policy. Synchronized global policy response vs. unsynchronized? What is the future of globalization?
• Adaptive business strategy
How can businesses adapt their strategic planning to take advantage of these global mega trends? What are the effects on manufacturing and global supply chain management, marketing, and human resources.
• Mega-trend specific topics in M-T-S
What are the effects of these global mega tends on the specific topics related to: health and medicine, technology and innovation, and applied sciences. How to deal with the automation in these areas? Advantages vs disadvantages.
• Sustainability
Discussion on comparative economic systems with the focus on a broader sustainability: GDP growth imperative, sustainable development, steady-state economy, or degrowth?
2018 Sponsor
• Macrotheme Capital Management, LLC