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Macro presentation: Investment returns over the next 30 years

Macro
CD
Christopher Dembik

Head of Macroeconomic Research

Summary:  It is always a tricky task to imagine what the future will be like...

In attached, you will find my latest presentation for the 5th International Funds Summit taking place in Cyprus. My presentation is freely inspired by our CIO’s previous work.

Access to the presentation

Apologies for not covering all the issues…I was asked to deliver a very short presentation before discussing it with the following distinguished speakers:

  • Omeros Nishiotis MSTA, Chief Executive Director and Chief Investment Officer, Fortified Capital
  • David Allen, MRICS, IRRV, Managing Partner, Chayton Capital, UK
  • Paul Carr, CEO, East Capital Asset Management, Luxembourg

My key takeways:

11_CDK_1

Quarterly Outlook Q2 2022: The End Game has arrived

  • The End Game has arrived

    Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
    Read article

  • Productivity and innovation have never been more important

    As the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
    Read article

  • The great EUR recovery and the difficulty of trading it

    If the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
    Read article

  • Tight commodity markets – turbocharged by war and sanctions

    With supply already tight, commodities keep powering on. But will it last for yet another quarter?
    Read article

  • Between a rock and a hard place

    Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
    Read article

  • The Great Erosion

    Inflation is everywhere and central banks try to combat it. But will they get it under control in time?
    Read article

  • Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession

    While global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
    Read article

  • Cybersecurity – the rush to catch up with reality

    With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
    Read article

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