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

Listen now to the 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.

This podcast was recorded on 29th August 2024.

In this podcast, the team discuss the latest survey from UBS which asked around 40 central banks their thoughts on the broad economic/financial and geopolitical outlook, with a special focus on the upcoming US election, as well as their views on asset allocation and currencies.

Max and Bob also covered their thoughts on the volatility markets experienced during the summer period, as well as what trends in investor behaviour they expect in in late 2024/early 2025.

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

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