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PortfolioConstruction
Markets Summit 2010
Theme 1: The big
picture - the outlook for the global economy
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Just as record private debt was the cause of the
global financial crisis, record public debt is a key
feature of its aftermath. So the 2010 kicked
off with Doug Hodge, COO of leading global
bond house PIMCO, discussing the implications for
the global economy in 2010-2012.
Following this, Robert Swift (Head of
Multi-Strategies with BT Investment Management)
discussed the positioning of portfolios in the
context of the global economic outlook, including
the key signposts to look for and outcomes to expect
in 2010-2012. |
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Doug Hodge
Chief Operating Officer
PIMCO
USA
Bio > |
Robert
Swift
Head of
Multi Strategies,
BT Investment Mgmt,
Australia
Bio >
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