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. This podcast was recorded on 4th June 2024. Since the recording several of the measures discussed by the presenters in the podcast have been enacted. In this podcast the teams discuss the outlook for inflation and growth: will inflation continue to decline? What is the risk of recession? Interest rates. After the rate cuts by the SNB and the Riksbank, which other Central Banks will cut rates and will the ECB/BoE diverge from the US Federal Reserve? What the implications for the key asset classes; fixed income, equities, currencies and commodities? Should we worry about geopolitics? What impact might the situations in China, Russia/Ukraine, Middle East, EU/UK elections and the possibility of a Trump presidency have on major markets? 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/