GC2017 program det
Macroeconomic Outlook: The Search for Value
Monday, May 1, 2017 / 10:45 am - 11:45 am
International Terrace
   
   

Moderator
Joseph L. Hooley, Chairman and CEO, State Street

Speakers
Afsaneh Beschloss, Founder and CEO, The Rock Creek Group
Bjarne Graven Larsen, Executive Vice President and Chief Investment Officer, Ontario Teachers' Pension Plan
Joshua Harris, Co-Founder and Member of Board of Directors, Apollo Global Management, LLC
Hamilton "Tony" James, President, Blackstone

According to the OECD, global GDP growth is projected to pick up modestly to around 3.5 percent in 2018 from just under 3 percent in 2016, boosted by fiscal initiatives in the major economies. Confidence has improved, but growth in consumption, investment, trade and productivity is slow by past norms amid greater inequality. Participants will debate macroeconomic themes and opportunities to shed light on the best opportunities. Potential questions:

  • How do investors make sense of -- and find value in -- a volatile environment?
  • What geopolitical, economic and market indicators should investors consider as they think about asset allocation?
  • Are perceptions around rising populism influencing value propositions and is this a short-term consequence or lasting effect?