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What's the Market Missing?

Recent inflation trends have produced positive market sentiment, but we think global economic difficulties and some overly optimistic views of U.S. earnings growth could set up investors for disappointment. Join our experts as they go beyond the headlines and provide their perspective on what the market is missing, the risks and opportunities, and how we’re positioning to address them.

Gain practical insights into:

  • Strategic and tactical portfolio considerations around growth, volatility and interest rates
  • What to expect from U.S. earnings in the coming years
  • Opportunities in high yield bonds

DATE: Friday 25 August, 2023

TIME: 9.30am HKT | 11.30am AEST | 1.30pm NZT



SPEAKERS:

  • Michael Hunstad, Ph.D. Deputy CIO & CIO of Global Equities
  • Wouter Sturkenboom, CFA Chief Investment Strategist - EMEA & APAC
  • Eric Williams, Head of Capital Structure & Senior Portfolio Manager
 

For Use with Financial Professionals Only. Not For Retail Use.


For Asia-Pacific markets, this information is directed to institutional, professional and wholesale clients or investors only and should not be relied upon by retail clients or investors.
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