Growing pains: Markets outlook for the months ahead
As vaccine programs roll out, many economies are regaining momentum. But how vulnerable will the markets be to inflation? And after so much structural economic change, where will the challenges and opportunities lie? We will discuss our latest macroeconomic and asset-class forecasts, and explore their implications for portfolios.
- Macro view: Where we are in the post-covid global economic recovery and what is the greatest risk to our growth case.
- Our expectation of both monetary and fiscal policy for the next 12-months.
- Asset class outlook: Review major asset classes and their expected risk and return for the next 12-months.
- Summary discussion on some long-term (secular) investment themes that currently look promising.
Deepak Puri is a Managing Director and Chief Investment Officer for Deutsche Bank Wealth Management in the Americas. In his role, he Co-Chairs the Americas Regional Investment Committee, the management team responsible for investment strategy and asset allocation for discretionary and advisory portfolios in the Americas, and is a voting member on the Global Multi Asset Investment Committee, which formalizes and establishes the global house view.
Before being named CIO, Mr. Puri was the Head of Wealth Discretionary in the Americas at Deutsche Bank Wealth Management, and previously served the firm in various positions within the Portfolio Management, Investment Strategy and Global Manager Research Groups. Prior to joining the Bank in 2004, he was a Senior Consultant in the Investment Advisory Services Group at Ernst & Young LLP, and also worked in various sales roles for PNC and Fleet National Bank.
He is widely published and has been quoted in various mainstream and financial publications, including the Financial Times, CNN Business, Business Insider, Bloomberg and Reuters to name a few. He also frequently appears on television and has been featured on CNBC, Yahoo Finance and Bloomberg.
Mr. Puri earned his Bcom with Honors in Business Management from University of Delhi and has an M.B.A. in Finance from Seton Hall University. He is a CFA Charterholder, a Member of the CFA Institute and a Member of the New York Society of Security Analysts.
He can be contacted at (212) 454-3317 or emailed at [email protected]
Thursday, June 24, 2021
4:30 pm -5:30 pm Greeting / Presentation
5:30 pm – 6:00 pm Break-out rooms for networking
Registration closes at 2pm day of event
One (1.0) CPE credit available. Field of Study: TBA
FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.