Could COVID-19 be the event that finally forces many companies, and entire industries, to rethink and transform their global supply chain model?
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Managing supply chain risk and disruption
FIS Digital – June 2020
Florida: Opportunities in a crisis
The Florida State Board of Administration has made some strategic moves to take advantage of opportunities in the dislocation, including in private equity, distressed debt and active listed equities.. But CIO, Ash Williams, is concerned about the underlying real economy.
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FIS 2020: Global Policy Response
Two ex-central bankers, Randy Kroszner and Lucrezia Reichlin, said that central banks were doing everything they could to ensure markets continue to function. They said inflation was unlikely.
Society isn’t working: Larry Summers
Former Treasury Secretary, Larry Summers, questioned the successful functioning of US democracy and America’s continued ability to “lead the world”.
FIS 2020: Positioning portfolios
For some investors, plunging equity valuations in March were an opportunity to ‘get back in’ at reasonable prices. More recently the rapid recovery has been a cause to position conservatively once again.
FIS 2020: The policy response
FIS 2020 will discuss how the unprecedented government stimulus in response to the pandemic could affect investor returns and specific allocations. Areas of concern include a sharp rise in zombie companies kept afloat by government support.
What does the future look like
Given the disruption and chaos currently facing the world, society and economies, this session looks at what an imagined future would look like.
The vaccine
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
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