Join us as we kick off the new programming year as we welcome Steven Gray and Craig Mauri with Eastspring Investments. During the presentation they will cover:
· The consequences of low inflation, low interest rates and asset light business models (post GFC) on capital markets outside the U.S.
· U.S. Exceptionalism and the crowding out of investment opportunities beyond the U.S.
· Positive structural catalysts supporting Emerging Markets & Asia in the coming decade (CAPEX cycle, USD weakness, EPS etc)
· Geopolitical headwinds, Trump and Tariffs, and the impact on supply chains and China +1
· EM/Asia valuations and the case for a re-rating cycle
To view the speaker's bios - click here!
Tuesday, September 23rd
11:45 am - 1:00 pm
Springhill Suites
4601 Frey St
Madison, WI 53705
Register Now!