After the Pandemic: Phoenix or Icarus? indicates a focus on the investment environment post the tragic impact of COVID 19. We will seek to shed light on the question of whether global stimulus will cause the world economies to arise from the ashes of the pandemic or will it push already high valuations into bubble like territory with perhaps higher inflation and interest rates. Taking a cue from Shark Tank’s Mr. Wonderful, we will also focus on various key asset classes seeking to answer his oft asked question of “how do I make money?”
We will discuss:
• Global Market Environment: Where are we headed?
• Long-Term Assumption Update
• Asset Class Dive Down – Fixed Income
• Equity: The Engine of Return
• Real Estate: Where are we going?
• Legislative Update
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