Global Macro Outlook - Converging from Divergence

YouTube·Monetary Policy

Explore a panel discussion from the Milken Institute Global Conference 2024 featuring top investment professionals discussing the global macro outlook. Gain insights into monetary policy, diversification strategies, US vs non-US markets, China's economic landscape, currency volatility, and the impact of Federal Reserve decisions on pricing. Delve into portfolio performance, industrial policy, risk management, and long-term planning scenarios. Examine key risk factors, capital allocation strategies, demographic trends, and climate considerations. Compare Japan and Korea's economic situations while learning from experts including Andrew Junkin, Karen Karniol-Tambour, Rohit Sipahimalani, and Max Stone, moderated by Bloomberg's David Westin.