07 May, 2024
- The economic impact of geopolitical tensions, such as increased governmental pushes for supply chain resiliency and industrial policy.
- Where to find geographic diversification , including implications for investing in China and other Asian markets.
- The role of currency hedging in an environment of more volatile inflation.
- Whether markets have gotten smarter due to central banks’ more detailed guidance.
- The rise of private credit and equity from a macro perspective.
- How we’re approaching geopolitical and regulatory risks , with a case study of the US presidential election.
- The potential impact of AI on inflation , both in the short term and in the long term.
This content is provided by the Milken Institute and originally appeared as programming during the Milken Institute Global Conference.