The AMIC Podcast: Discover Insights on Geopolitics, Markets, and Asset Classes

Listen now to the latest podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others.

Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee.

In the podcast:  

The team discuss global fixed income and equity markets, which continue to rally from a low in late October 2023.  Is there a danger of a bubble?

•   What now for inflation and growth?   What responses can we expect from Central Banks.
•   At the geopolitical level, the team discuss the election forecasts in 2024. Are markets and investors are being complacent?

Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/

If you have questions or topics you'd like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org.