Schroders Talking Point
Schroders recently hosted its annual Secular Market Forum. We invited some of the world's leading industry, academic and financial commentators to debate the issues which are shaping the world economy today. These are "slow burn" issues, which can influence markets gradually over time, or have the potential to explode into major concerns.
Martin Wolf, from the Financial Times, and Jim O'Neill, Head of Economic Research at Goldman Sachs - on China, India and the new balance of economic power. As China and India's importance in the global economy grows, does the real power lie outside the G7 policymakers? How will this impact markets?
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Professor Niall Ferguson from Harvard, on Geopolitical risk and the markets.
Are financial markets underestimating geopolitical risk? How can we protect portfolios? Lessons to learn from the past.
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Marc Brammer, Director of Research for Innovest Strategic Advisors, and Professor Michael Grubb of the Carbon Trust: Investing in Climate Change.
Does it present an investment opportunity? The winners and losers in the race to be green.
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Richard Bookstaber (hedge fund manager at FrontPoint Partners, and author of "A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation") on Liquidity, derivatives and risk.
What drives financial market liquidity, what role do derivatives and hedge funds play? Do investors understand the risks?
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