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In this brief Note, we consider the implications of this outcome on policy, the US economy and society, trade and foreign policy, and for investors.
The coronavirus pandemic has accelerated the already rapid transitions taking place in the global economy and society, creating strong growth opportunities. David Eiswert of T. Rowe Price will provide his insights on how to harness this growth, by identifying these changes/ trends and the companies best placed to benefit, while also managing the risks, including assessing the valuations of these stocks.
Internet access and connectivity is now an essential service for consumers and businesses and this trend has been accelerated by COVID-19. In this session, a panel of leading infrastructure investors will discuss opportunities and emerging trends in digital infrastructure.
Has COVID-19 driven a final push lower in very loose monetary and fiscal policy worldwide, the rise of on-line business models, and de-globalisation, or was the world going down this path anyway? Two leading economic thinkers, Andrew Balls of PIMCO and John Butler of Wellington, will provide their perspectives on the future direction of the global economy post the pandemic.
