The Global Macro View from London – Investment Risks and Opportunities – Fulcrum – 8.13.21

Overview:
Title: The Global Macro View from London – Investment Risks and Opportunities
Date: Friday, August 13, 2021
Time: 11:00 AM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. This webcast will be hosted by Fulcrum Asset Management’s Deputy CIO based in London. A research focused firm started 17 years ago by the former Chief Economist at Goldman Sachs, Fulcrum has over 30 investment related personnel including 13 PhDs and invests across liquid asset classes with a focus on absolute return. Topics to be covered include:

  • A review of where we are in the Covid global recovery and growth risks on the horizon (U.S. growth deceleration, Delta resurgence and weaker Chinese data).
  • Discussion of the Fed’s “transitory inflation gamble” and dilemma in meeting its dual mandate of price stability and maximum employment, as well as the consequences of a mistake.
  • Important to most investors, we will discuss whether fixed income has a higher probability of playing its traditional role of a lower risk uncorrelated asset or in the future is it more likely to be a lower return correlated asset and if so, what an investor can do about it.
  • We will then dig into some investment opportunities such as investing in climate aligned equities and how we seek to construct a portfolio that can perform in a range of different outcomes as well as be complementary to traditional market exposures.

Speakers:
Nabeel Abdoula Nabeel Abdoula Deputy CIO Fulcrum Asset Management

Nabeel Abdoula is Deputy CIO and a member of the Fulcrum Investment Team. Prior to joining Fulcrum in 2011 Nabeel worked at Goldman Sachs for four years in the Investment Strategy Group. Nabeel graduated from Warwick University in 2007 with a BSc in Mathematics, Operational Research, Statistics and Economics. He has been a CFA charterholder since 2011.
Paul Seaton Paul Seaton Investment Director & Head of North America Distribution Fulcrum Asset Management

Paul Seaton is the Investment Director and Head of Fulcrum North America. Prior to joining Fulcrum in 2004 Paul worked at Goldman Sachs for five years in the Equities and Investment Management Divisions. Paul graduated from Cass Business School in 1999 with a BSc in Banking and International Finance. He has been a CFA charterholder since 2010.