Michael Cheah

Academic Director
MS Global Finance, Fordham University

12:10 PM In Conversation: The global vision for 2019- Where do the top alpha opportunities reside and how can you best capitalize on these for enhanced returns?

Live polling and interactive audience Q&A during this session

Moderator: Marc Chandler, Chief Market Strategist, Managing Partner, Bannockburn Global Forex

US Macro: Paresh Upadhyaya, Currency Strategy Director, Pioneer Investments

European Macro:Alessio de Longis, Vice President, Portfolio Manager and Macro Strategist, Oppenheimer Funds

Asia Macro: Michael Cheah, Academic Director, MS Global Finance, Fordham University

EM Macro: Win Thin, Global Head of Strategy, Brown Brothers Harriman

Ø US Macro view- FED Policy in the age of Trump. What is the first cut for FED funds and where will they peak?

Þ Foreign Exchange in times of US interest rate differentials- What impact will a US rate hike have on the dollar and how should you factor this into your investment strategy?

Ø EU macro view- Risk segregation and market fragility in the Eurozone- Where do the biggest risks and opportunities lie?

Þ When will the ECB begin quantitative tightening and what impact will this have on both the currency and volatility?

Ø Asia Macro View- A new chapter in Chinese currency policy- How is Chinese monetary policy impacting FX flows?

Þ Will the liberalization of Chinese FX policy entice other markets in APAC to do the same?

Ø What is the best trading opportunity and why across each region, and how can you best capitalize on this?

Check out the incredible speaker line-up to see who will be joining Michael.

Download The Latest Agenda