AMIC Market update: ICMA Asset Management & Investors Council
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.
In this podcast, recorded on 10th January 2025, the team discussed:
- How investors are handling the uncertainty of the policies of the incoming Trump administration. Are markets starting to discount potential policy changes?
- Can China achieve 5% growth, and can deflation be curbed?
- Expectations of Fed rate cuts. How other Central banks and notably the ECB might diverge from the Fed?
- Why bond yields have increased
- The status of budget problems in France and Spain. Will a new Government in Germany disrupt the Eurozone markets?
- Valuations in US equity markets. Is there evidence of any "bubbles" in markets?
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/
