Cutting Through the Noise: Discerning Geopolitical Trends from Events in Investment Strategies with

When:  Apr 4, 2024 from 07:00 PM to 08:30 PM (CET)
Associated with  CFA Society France

Join us to delve into key topics:

1️⃣ Differentiating Geopolitical Trends vs. Events: Why do trends matter more for investors than isolated events?
2️⃣ Long-Term Global Beta: Explore how geopolitical trends shape overall market risk and volatility.
3️⃣ Case Study: Analyze the unexpected impact of the real estate crisis in China on global bond markets.
4️⃣ Populist Dirigisme and Market Dynamics: Assess the implications of economic departures on investment strategies.
5️⃣ The Upcoming US Election: Anticipate potential market impacts and investor sentiment post-election.

Don't miss out! Register now to gain valuable insights from Marko Papic and stay ahead in the ever-changing world of investments.