【CFA Japan Seminar Announcement】
Title: Macro-strategy Challenges Facing Institutional Investors – a Medium-Term Perspective / 機関投資家が直面するグローバルマクロ経済からの新たな挑戦
Date: November 7th (Thursday), 2019, 18:30-20:00
Venue: Room1-2, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo
(For those who take the subways to come: From Tokyo Metro Otemachi Station, please use the passageway directly connecting to the first basement floor of the building. Then take the South Elevator from the first basement floor or the first floor to the fifth floor.
For those who come from the surface street: Please enter the SouthTower, Otemachi Financial City from FINE TOKYO Entrance that is across the street of Sankei Building. Then take the South Elevator from the first floor to the fifth floor.)
Specialty Focus Areas: Investment Management Strategy, Equity Investments (CE credit eligible)
Speaker: Mr. David Bowers, Head of Research, Absolute Strategy Research
Fee: CFA Japan Members, CFA Members of other societies, Associate Members, Professional Members：Free,
Candidate Non Members: JPY 2,000
Non-members: JPY 3,000
David Bowers examines some of the biggest macro-strategy challenges for investors over the next 3-5 years. These include the legacy from more than a decade of quantitative easing, the investment challenge from a deterioration in US-China relations, the growing risks around the Tech sector, the political economy of climate change, and the potential return of the inflation premium.
Mr. David Bowers, Head of Research, Absolute Strategy Research
David Bowers is Head of Research at Absolute Strategy Research (ASR), a London-based consultancy that he co-founded with Dr Ian Harnett in 2006. ASR provides independent investment-strategy and asset-allocation research to institutional investors, wealth managers and family offices around the world. In addition to publishing regular investment-strategy reports, the firm specialises in close partnerships with its clients through regular presentations, innovative chart decks, and bespoke research. David is responsible for ASR's quarterly Multi-Asset Survey of chief investment officers and asset allocators, a unique product for mapping how investors view the prospects for financial markets.
Previously, David was the chief global investment strategist for Merrill Lynch, where he worked for eleven years - including three years in New York. Prior to joining Merrill Lynch, he was the chief European equity strategist at UK broker Smith New Court.