Can economists predict the future of financial markets?
Find out how economists make sense of the financial markets and how they act on their market insights
Making sense of the macroeconomic trends affecting financial markets can often be confusing and intimidating for many investors. This is especially so in the current pandemic situation, with financial markets roaring to new highs despite the real economy showing massive dislocations and problems.
What are we to make of the globally widening gap between the haves and have-nots, the rich and poor nations? How should we be looking at the cheap credit from central banks and the pace of recovery of battered economies, and what can we make of the outlook for the rest of 2021 and beyond?
In this session, we have invited Jamus Lim, Associate Professor at ESSEC Business School and Chief Economist Emeritus at ThirdRock Group, to be in conversation with Samuel Rhee, Chairman & Chief Investment Officer of Endowus. They will be discussing various topics, including:
Do economists invest better than others?
How do economists make sense of markets for investment firms and sovereign wealth funds?
How should investors use macroeconomic indicators? How should they approach the latest buzz around things like inflation & interest rates?
Do these even matter? How should investors adapt to different macro environments?
What is the macro and market outlook for 2H 2021, including threats and opportunities?
Jamus Lim is an associate professor of economics at ESSEC Business School, one of the top business schools in Europe, and a member of the 14th Parliament of Singapore, representing Sengkang. Previously, he was the chief economist of the ThirdRock Group, an investment management and wealth advisory, a lead economist at the Abu Dhabi Investment Authority–where he oversaw economic inputs underlying tactical and strategic asset allocation for the sovereign fund’s multi-hundred-billion dollar portfolio–and before that, a senior economist with the World Bank, where he led a number of initiatives on macroeconomic forecasts, along with analysis of trade, finance, and governance issues in East Asia, the Middle East, and Africa.