ICMA Podcast

ICMA (International Capital Market)
ICMA Podcast

Listen to our podcasts on topical issues and regulation.

  1. 11月26日

    The AMIC Podcast: Discover Insights on Geopolitics, Markets, and Asset Classes

    Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. In this podcast, recorded on 22nd November, the team discussed the implications for geopolitics and markets following the election victory of Donal Trump’s Republican party in early November. Domestically, how might the policies he is believed to want to pursue affect the US economy and the markets? Does his agenda of import tariffs (especially upon China) signal that inflation will persist and perhaps worsen. And what does this mean for rates? Will long-term interest rates remain at higher levels, or can we expect them to fall once the post-election euphoria dissipates? In equity markets we’ve heard a lot about the “Trump trade”. What is it? Is this a prelude of what we can expect in the future? Or will the current market optimism eventually fade away once announced policies are rolled out? Outside of the US, the team also cover the upcoming election in Germany and their view on how the election might play out and the potential repercussions for economies and markets, in Germany, across the EU and beyond. If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/

    44 分钟

评分及评论

5
共 5 分
3 个评分

关于

Listen to our podcasts on topical issues and regulation.

你可能还喜欢

若要收听包含儿童不宜内容的单集,请登录。

关注此节目的最新内容

登录或注册,以关注节目、存储单集,并获取最新更新。

选择国家或地区

非洲、中东和印度

亚太地区

欧洲

拉丁美洲和加勒比海地区

美国和加拿大