Global Demographics: The Demise of the Demographic Tailwind?
June 10, 2020: 11:30 am – 12:30 pm Virtual
- This event has passed.
Alan Greenspan, former chairman of the Board of Governors of the Federal Reserve was recently quoted saying “An aging population is driving demand for bonds, pushing their yields lower. We’re so used to the idea that we don’t have negative interest rates, but if you get a significant change in the attitude of the population, they look for coupon.” While there is consensus among many industry pundits about what demographic shifts to expect, there is less agreement about how these impacts will be realized. When analyzing and attempting to predict changes to labor, consumer preferences, emotional biases, fertility rates or culture, demographics play a massive role.
Come explore with us and hear Amlan Roy, PhD, Head of Global Macro Policy Research, Economics at State Street Global Advisors (SSGA) and Nir Kaissar, CFA, Founder and Managing Member of Unison Advisor discuss their analysis and their predictions about the global demographic change and what this could mean for the future of investing in developed and emerging market securities.
Learning Objectives:
- Highlight the most relevant demographic changes
- Review examples of how these shifts have materialized in our daily lives
- Project the expected changes to come from supply and demand impact
Who Should Attend?
- Portfolio managers
- Analysts
- Financial advisors
Speakers:
Amlan Roy, PhD
Head, Global Macro Policy Research, Economics, State Street Global Advisors
Dr Amlan Roy is Head of Global Macro Policy Research and Senior MD at State Street’s Asset Management Division (SSGA). He leads a Research team focused on Macroeconomics, Policy & Politics, Retirement & Demographics serving external and internal clients of State Street Group across 30+ countries. Prior to his current role, he was Global Chief Retirement Strategist and Senior MD since April 2017. He is a seasoned global public speaker and an experienced Global Macro Researcher specializing in Macroeconomics & Policy, Portfolio Theory, Demographics & Retirement. He researches issues related to Growth, Monetary Policy, Asset Allocation, EM, Gender Disparity and, Systemic risks. He is a Senior Research Associate at London School of Economics and Guest Finance Professor at London Business School.
Nir Kaissar, CFA
Founder and Managing Member, Unison Advisors
Nir Kaissar, CFA, is the founder and managing member of Unison Advisors, an asset management firm that manages multi-asset portfolios for institutions and individuals. Nir is also a columnist for Bloomberg Opinion, writing about markets, investing, economics and public policy.
Moderator:
Walt Nockett, CFA
Director, Portfolio Advisor, Sullivan Bruyette Speros & Blayney (SBSB)
Qualifications:
- CFA Institute PL Credit Hour(s): 1 Credit.
- This program has been granted 1 CFP CE Credit.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.