Macroeconomic Series

Prior to the emergence of the COVID-19 pandemic, the world economy exhibited a higher degree of synchronization, albeit with some variations in the timing of economic cycles. Fiscal and monetary policies were also more closely harmonized during this period. However, since the pandemic, less certain relations between the US and China and the Russia-Ukraine conflict, there has been a discernible trend of economic decoupling among regions. The global landscape has become increasingly complex, with each major power facing its own set of challenges. Meanwhile, some countries have been able to leverage the ongoing deglobalization or ‘friend-shoring’ to their advantage. As economic and trade ties shift and global supply chains are reconfigured, we will explore the investment implications and opportunities in several global regions.

Following the success of our Inflation Series in ’21 and Commodity Series in ’22, this year our CFA Professional Learning committee is excited to announce the launch of a macroeconomic series that will delve into several major regions of the world. We cordially invite you to join us for these events and gain valuable insights into the global economy and investment markets.