CFANY Fourth Annual Global Macro Outlook 2019 | CFA Institute | 25 November 2019 | CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA

Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

A distinguished group of investors and research practitioners share their experiences in implementing global macro investing strategies, and how they aim to produce prudent risk-adjusted returns.

Learning Outcome Statements:
• What are the key macro trends today?
• What are the dominant political and economic forces that speakers foresee impacting markets in the future
• How is macro strategy implementation changing
• Why have many macro managers struggled to generate attractive returns over the course of the past few years?
• What investment opportunities do the speakers see across commodities, interest rates, equities and foreign/crypto exchange?

2019 Speakers

OPENING REMARKS:

Mark Sullivan, CFA
Managing Director and Partner, Stonehaven, LLC

PANELISTS:

Daniel Ahn
Managing Director, Chief US Economist, Head of Markets 360 North America, BNP Paribas

Michael McDonough
Chief Economist, Bloomberg

John Floyd
Macro Portfolio Manager, Record Currency Management

Tania Reif
Investment Manager, Alphadyne Asset Management

Rupert Hope
Portfolio Manager (Multi-Asset), Lazard Asset Management

Greg Kaldor
Macro Strategist, Phillimore Investments LP

MODERATOR:

Chris Solarz
Managing Director, Cliffwater LLC

CLOSING REMARKS:

Kris Thiessen, CFA, CAIA, EA
Founder and Managing Partner, Helix Management