Fast-changing political dynamics are now dominating world markets. Following Donald Trump’s election victory, and the Brexit vote a few months earlier, the global economy faces a period of uncertainty marked not only by divergent monetary policies but also by rising de-globalisation, against a backdrop of escalating technological change. In markets faced with more questions than answers, the hunt for yield is increasing pressure on investors to reposition their portfolios and rethink their appetite for risk.
Does the predicted reflation of the US economy offer the best potential for long-term growth in this changing environment, particularly given the deflationary conditions in many other developed economies? How should institutions adapt their investment strategies and trading styles to weather this volatile cycle? What will be the best approach on China, India and other emerging markets as world trade flows come into question? What are the prospects for credit markets in this unprecedented era of interest rate volatility? Where will the major political risks be under the Trump regime?
Chaired by Henny Sender, the Financial Times’ Chief International Finance Correspondent, the FT’s Asian Investor Outlook, now in its third year, will bring together leading institutional investors, economists and asset managers to discuss the key factors that will define investment in the next 12 months, as a new, unpredictable US administration takes office.