This session has been organised by CFA UK's Fixed Income special interest group
This webinar will discuss the current macroeconomic set up and will ask the question, where will the macro compass lead us?
Markets are navigating a regime shift, with investors and policymakers alike struggling to adapt to the new normal. Inflation is at multi-decade highs; a fact that in itself is beginning to influence the political landscape as consumers are having to live with much higher prices.
At the same time as politicians are facing pressure from voters, central bankers are having to withdraw stimulus to reload the “gun” for the next recession. We as market participants try to stay ahead of the game and predict which direction each of the above players will take in the coming months.
In this session the following questions will be addressed:
Event: 13:00 - 13:40
CPD Points: 0.75
Alfonso Peccatiello, Author
Alfonso Peccatiello, is the author of The Macro Compass, a free financial newsletter providing educational macroeconomic insights & actionable investment ideas to 40,000+ worldwide investors and macro enthusiasts.
Previously, he was the head of a $20 billion investment portfolio for a large European bank where he invested across asset classes with a focus on global fixed income.
Andrey Kuznetsov, CFA, Head of Fixed Income, Graian Capital Management SA
Andrey Kuznetsov, CFA, is currently the Head of Fixed Income for a Switzerland based multi-family office Graian Capital Management SA and is responsible for asset allocation across fixed income.
He joined from Federated Hermes International, where he spent 8 years and in his latest capacity was responsible for a multi-billion portfolio of total return credit strategies. Andrey holds an undergraduate degree in economics from State University – Higher School of Economics in Moscow, where he majored in financial engineering and mandarin Chinese, and a graduate degree from London Business School.
Prior to moving to London, he worked in various roles in Russia and China. Andrey was named in the Financial News’ ‘top 25 rising stars under 40 in European asset management’. Andrey is a native Russian speaker and CFA charterholder.
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