FIS 2020: Networking roundtables
The final session of FIS Digital 2020 allowed investors to 'meet' and share ideas via private networking groups using a breakthrough technology.
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
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Bridgewater: MP3 to influence everything
Rebecca Patterson, Bridgewater's director of investment research, says MP3 is the new backdrop that will influence all outcomes in 2021 with the medium term characterised by low interest rates and the possibility of higher inflation.
Biden’s focus: Climate, China and Jobs
PGIM's chief economist and head of global macroeconomic research, Nathan Sheets, outlines what Biden's priorities will be and how his key appointees will lead their departments. He also explains why he believes inflation will remain low and that investors will increasingly move into risk assets.
Investors divided over inflation
Asset owners from 23 countries are reacting differently to inflation expectations, with almost half already hedging their portfolios but 20 per cent consider inflation is unlikely.
Biden’s headwinds; Trump phenomena fades
Joe Biden has come to the presidency with all the ingredients for success however there are a number of sweeping global trends underway that will continue whoever is in the White House. Professor Stephen Kotkin examines these trends and looks at where there may be geopolitical risk under a Biden presidency.
Atleast 2023 until ‘normal’ returns
It will take at least an additional two years from now to eradicate the COVID-19 health pandemic despite various coronavirus vaccines being rolled out warned health experts at the FIS Digital 2020. Dr Ian Norton, former global head of WHO’s Emergency Medical Team Initiative, said a long road to normal still lies ahead.
FIS 2026 at Harvard University