Our annual breakfast seminar allows members of the European Institute to touch base at the beginning of the year. With member-driven discussion topics, we share common concerns and solutions supplemented by leading external speakers.
We are delighted to host Guest Speaker Matt Gertken to this year's European Institute CEO Breakfast. He will be speaking and answering Q&A on the following topic:
The US election is one year away and will have major implications for domestic policy, geopolitics, and the investment landscape – and not least fixed income. How should asset managers handle the rise in US and global uncertainty and geopolitical risk over the course of the election cycle? What are the policy implications of different election scenarios, both at home and abroad? What are the implications for global stability, economic growth, inflation, and interest rates? How should investors weigh political and geopolitical risks and opportunities in formulating their outlook for 2024 and beyond?