Insights for professional investors
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Insights for professional investors
Geopolitical tensions, skyrocketing commodity prices, inflation and interest rate hike risks are keeping the financial markets busy. In addition, there are negative impacts from the Corona pandemic. What is the investment outlook for major asset classes in this environment? Watch the assessments from three investment experts on U.S. and Asian Equity as well as Global High Yield.
Exclusively for institutional and professional investors from Europe.
The major changes which we have seen in the underlying market dynamics over the last 1-2 years, including corona, inflation, and geopolitics, have created enormous challenges for investors. Jim Tierney will explain why investing in a concentrated, secular growth portfolio might be the best answer for long term focused investors in a market environment grappling with uncertainty.
Aftershocks of the pandemic and ongoing geopolitical tensions have caused an unforeseen spike in inflation. In his presentation, Rahul will provide an overview of the macroeconomic landscape and highlight potential opportunities across Asia despite the global slowdown and stagflationary headwinds.
With periods of higher volatility, how can investors navigate the high yield landscape and provide clients with robust portfolios? In his presentation, Josh Panton will provide an insight into the current outlook for high yield, where Aviva sees risks as well as opportunities to invest in the asset class.
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