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Jamieson Coote Bonds - Turning the tide: the global economic recovery, are we entering a brave new world?
The global economy is continuing to rebound post-pandemic, however the pathway to recovery clearly has its obstacles. Major central banks globally have reiterated their commitment to keeping interest rates low for an extended period, and with fiscal stimulus and quantitative easing programs remaining in full swing, investors have been left questioning what this means for inflation and growth looking forward.

While the world continues to gradually reopen, providing a welcome boost to employment and consumption; escalating geopolitical tensions, a heavy global debt burden and ever-present COVID-19 related threats suggest that there are budding risks to buoyant financial markets. Add to this the ongoing concerns regarding valuations across all traditional asset classes, and many investors are reassessing their portfolios to determine what changes may be needed.

Join the discussion for further analysis on these important trends and a look at the ramifications for the economy, markets, asset allocation and investor portfolios, with Saul Eslake, Mark Burgess and Charlie Jamieson.

Note: For Advisers & Wholesale Investors Only

Oct 7, 2021 12:30 PM in Canberra, Melbourne, Sydney

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