Global Markets: where we are, what can we expect in Q4 and into 2022
This session will provide an overview of the global macroeconomic situation, and how the investment managers at Walter Scott shape their portfolios to match the macroeconomic environment.
At the end of the session, the participants will understand:
• the economic backdrop of the global market
• market pricing and performance
• the reasons to remain optimistic
• key risks in the global market
• the application of global market views within portfolios.
Lale Akoner is a senior market strategist in BNY Mellon Investment Management’s Global Economics and Investment Analysis group. She is known for applying global perspective to analyses and providing easy-to-grasp, original, research-backed investment outlooks to multiple audiences across the bank and clients. She is also a regular on-the-record source and live-broadcast commentator, delivering Investment Management's market views to external audiences through Bloomberg, Yahoo Finance, New York Times, WSJ, Financial Times, MarketWatch, Le Figaro, La Repubblica, The Times, Business Insider, and Barron's.
Ms. Akoner received her graduate degree from Yale University where she earned her M.A. degree in economics, and then from Carnegie Mellon University’s Tepper School of Business where she received her MSc. degree in quantitative finance.
George joined Walter Scott as an investment manager in 2008, initially focusing purely on research and covering stocks in the US and Europe. Prior to joining Walter Scott he lived and worked in China, before completing a traineeship as a private client fund manager. George is a CFA charterholder and holds a BSc (Hons) in Financial Economics from the University of St. Andrews.