DE Shaw And Bridgewater Global Macro Outlook – Converging From Divergence: Milken 2024

HFA Padded
Jacob Wolinsky
Published on
Updated on

COVID-19 and continued geopolitical challenges pushed investors into a fight with volatile conditions across the markets. There are strong signs of optimism and resilience; however, global growth forecasts vary between emerging markets, developing countries, and advanced economies.

G10 interest rate coordination, comparative advantage-based trade, and supranational corporate interests prioritized global supply chains over geopolitical interests. How will this geo-economic fragmentation trend mirror a broader economic and market outlook? Will this condition deliver some breathing room for multilateralism? What are the current challenges faced by regulators, asset managers, and corporate executives?

These crucial questions were debated during the Milken Conference held on...

Membership Required

You must be a member to access this content.

View Membership Levels

Already a member? Log in here
HFA Padded

Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.comFD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.