Alpine Macro Webcast
The key questions Chen will address include:
- Is the recent decline in US stocks indicative of deteriorating economic conditions?
- Should investors buy on dips or stay defensive?
- Why the threat of trade war will persist? What is the insiders view on China’s negotiation positioning?
- Should investors be long or short duration? How close are we to the R star? Why inflation may underwhelm expectations?
- What is the optimal asset allocation strategy at a time of heightened policy uncertainty?
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Chen’s webcast presentation will last approximately 30-minutes. Participants can submit questions during the webcast.
If you have any advance questions, please email us at research@alpinemacro.com.
Chen Zhao is Founding Partner and Chief Strategist of Alpine Macro. From 2015 to 2016, he was Co-Director of Macro Research at Brandywine Global Investment Management. Prior to Brandywine Global, Chen spent 23 years at BCA Research. As a Partner, Managing Editor and Chief Global Strategist, Chen developed and wrote BCA’s China and Emerging Markets publications in the 1990s. Chen became the firm’s Chief Global Strategist in the 2000s and was the author of BCA’s flagship publication, Global Investment Strategy from 2005 to 2015.