Implications of monetary and fiscal policies on investment markets
The Covid-19 pandemic has seen aggressive central bank intervention and fiscal policy support across many economies. Such policies have heavily influenced financial markets and asset prices. This roundtable discusses the implications for investors, how asset owners are adjusting to this new environment, and whether it is influencing capital allocation and investment strategy.
Mark Delaney, Chief Investment Officer, AustralianSuper
Yup S. Kim, Senior Portfolio Manager, Alaska Permanent Fund Corporation
Stefan Dunatov, Executive Vice President, Investment Strategy & Risk, British Columbia Investment Management Corporation