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CFASO Webinar - Global Macro Outlook
Peter will present the major investment themes and views he sees playing out this year and beyond. He will discuss the outlook for growth, the policy response to the crisis brought on by the virus, what the world will look like post-pandemic, and the likely impact of all this on equities, bonds, currencies, and commodities.

The topics that will be touched upon include:
The near-term and long-term outlook for global growth
The role of fiscal policy in the economic recovery
The trajectory for global monetary policy and interest rates
Equity sector and regional allocation
The view on value versus growth stocks, small caps versus large caps, and banks versus tech equities
The cyclical and structural drivers of the US dollar
The direction of oil prices and the rest of the commodity complex
The upside risks to inflation and the implications for fixed income
Recommended portfolio positioning over tactical, cyclical, and structural time frames

Feb 24, 2021 12:00 PM in Eastern Time (US and Canada)

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