Is 2020 the time to revisit the financial repression rulebook? Global growth is slowing. Inflation is subdued. Trade tensions continue. Amid these challenging conditions, central banks are reverting to a policy of financial repression. But what stimulus options remain available to them?
Whatever their next move, the consequences for investors could be significant in 2020 and beyond.
Shaan Raithatha, Vanguard economist, discusses how policy uncertainty and ongoing trade tensions are fuelling rising drawdown risks. Shaan’s analysis includes Vanguard’s macroeconomic outlook in this environment of ongoing uncertainty and how this differs from the consensus.
Philip Lawlor, FTSE Russell’s MD of global market research, considers the potential market implications of central bank actions and how to position for inflection points.
Economist, Vanguard Investment Strategy Group
Managing Director of Global Markets Research, FTSE Russell
Head of Italy, Vanguard
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested. Past performance is not a reliable indicator of future results.
This event is open to professional investors only.
Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority. In Switzerland, issued by Vanguard Investments Switzerland GmbH.
© 2020 Vanguard Asset Management, Limited. All rights reserved.
© 2020 Vanguard Investments Switzerland GmbH. All rights reserved.