Global Perspectives: Thinking Beyond Uncertainty - Macro Panel: Is it boom time or gloom time?

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  • 49 mins 17 secs

COVID-19 has wreacked havoc on global markets, with recessions looming globally. But, how deep could they get, and what does the pathway to recovery look like? Discussing the macro environment, and more, we are joined by:

  • Francis Scotland, Director of Global Macro Research, Brandywine Global
  • Jeff Schulze, Investment Strategist, ClearBridge Investments
  • Kim Catechis, Head of Investment Strategy, Martin Currie

Learning outcomes:

  1. The nature of the 2020 recession and the pathway to recovery
  2. The long-term impact of monetary and fiscal stimulus on the world economy
  3. The changing nature of globalisation and its investment implications