Has the Recovery Got Legs?
Since our previous webinar in May, the recovery in growth assets has continued steadily, outstripping the recoveries that followed the 2001 and 2008 crises by some margin, thanks largely to the global policy response.
However, while we have seen signs of improvement in the macro and investment landscapes, economist forecasts remain pessimistic and many are concerned about the longevity of the recovery. In contrast, we are becoming increasingly pro-growth – for three reasons.
In this webinar, Florian Ielpo, Head of Macroeconomic Research, and Salman Baig, Portfolio Manager in our Cross Asset Solutions (CAS) team, join Ken Ebeling from our Business Development team to discuss three key turning points in 1) the macro dynamic, 2) investor positioning, and 3) asset valuations that lead us to favour growth assets.
Watch the webinar