Trends in Global Investing

12/11/2017, Pensions & Investments

Sudhir Roc-Sennett, Senior Portfolio Adviser, is interviewed in Trends in Global Investing, a supplement featured in Pensions & Investments and Douglas Bennett, Senior Portfolio Adviser, participated in a webinar on the topic. Themes covered are:

  • The $20 Trillion Question: What will happen to global asset prices when central banks take their feet off the gas?
  • Headline Noise: Daily doses of bad news can give investors heartburn but markets shrug it all off
  • Value vs. Valuation: Though many markets look rich, dispersion among individual names, industries and countries may be creating pockets of value for investors
  • What Keeps You Up at Night? In a world that seems in a constant state of upheaval, we asked managers what worries them, and given the wide range of potential risks, what they think investors will be talking about in a year
  • Party Like It’s 2007? Investors are still chasing yield despite high asset prices and a potential reversal of supportive monetary policies
Pensions & Investments
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