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AXA IM Symposium 2014

Central banks' exit strategies and their impact on markets

13th -14th May, 2014, Paris.

We have crossed the border of the post-QE world, although on tiptoes. Last year's selloff in emerging markets was only a foretaste of this telluric shift for financial markets.

The Symposium investigated the possible consequences of the normalisation of monetary policies. To do that, we grilled a former central banker and ran breakout sessions with AXA IM experts to exchange views and build investment strategies. In addition, we got valuable insights on geopolitical risks, from a first rate observer.
 

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Introduction: When the horse drinks too much

Eric Chaney, Chief Economist AXA Group & Head of Research AXA IM
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Keynote Address: The Right Stuff

Vincent Reinhart, Chief US Economist, Morgan Stanley and Former Director, Division of Monetary Affairs, Federal Reserve Board

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The benefits of QE will not be justified by the costs

Stephen Li Jen, Managing Partner, SLJ Macro Partners
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Roundtable discussion

Moderated by Mark Johnson with Vincent Reinhart, Stephen Li Jen & Eric Chaney
 


Keynote Speech: A shifting world order - challenges for intelligence

Sir John Scarlett, KCMG OBE, Senior Advisor, Morgan Stanley and Former Chief of British Secret Intelligence Service, MI6 (2004-2009)

 


 

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Roundtable discussion

Moderated by Irshaad Ahmad, Head of UK and Nordics, AXA IM with John Porter, Global Head of Fixed Income & Yoram Lusting, Head of Investment Team, AXA IM and Sorca Kelly-Scholte, Russell Investments

Roundtable discussion following three workshops on the following themes:

  • Interest Rates and Inflation
  • Asset Allocation and Alternatives
  • Emerging Markets

 

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A journey through the AXA IM Symposium 2014

> Overview the event's content in PDF

 

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