Jason Brady: Investment opportunities during a global emergency

The global macroeconomic environment is different from a generation ago. With cash rates close to zero, and debt instruments diminishing in both yield and defensive characteristics, it is becoming harder than ever to construct income portfolios for retirees. This first quarter of 2020 has seen market volatility and further unorthodox central bank behaviour as the world chooses to shutdown output to contain coronavirus. This session considers both the scope of the challenge for investors and the potential opportunities that exist to navigate this temporary health problem.

Speaker: Jason Brady, chief executive officer, Thornburg Investment Management

Moderator: Alex Proimos, head of institutional content, Investment Magazine

Length: 20 mins

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What comes next for US-China relations

What comes next for US-China relations

Investors should expect more friction between Washington and Beijing over technology and Taiwan in the years ahead, according to Jake Sullivan, former national security advisor to Vice President Biden during the Obama administration. Meanwhile, the rise of middle powers is a geopolitical theme to watch.

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…as PGGM tweaks alpha/beta separation

As the credit crisis continues to wreak havoc with financial institutions balance sheets and new credit and market risks appear to lurk around every corner, the search for optimal asset management strategies has reached new highs. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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