Practitioner series: What matters in politics and geopolitics (Fully Booked)
Wed 08 May 19 at Farmers & Fletchers, London

President Trump's unconventional approach to policymaking has generated unprecedented interest in geopolitics on some measures, both in the media and amongst investors. The current environment seems unique for its combination of US-generated geopolitical stress plus country-specific political risks elsewhere. Given limited resources, how can investors rank-order political and geopolitical risks globally to determine which are worth trading or hedging?

This presentation outlines a framework drawing on several JPM research reports published over the past decade on topics such a military conflict, oil shocks, trade wars, EMU breakup, populism, US Presidential impeachment and US government shutdowns.

This event has been organised by the practationer series working group. 

Please note if you require special assistance or have specific access requirements, please contact the events team at events@cfauk.org

Speakers
John Normand, CFA
Managing Director and Head of Cross-Asset Strategy, JP Morgan


John Normand is Managing Director and Head of Cross-Asset Strategy at JP Morgan. In this role, he develops the bank’s outlook across all asset classes, publishes the flagship weekly The JP Morgan View and writes thematic research on global macro topics. In 20 years with JP Morgan Research, he has covered G10 and EM currencies, G10 rates, commodities and asset allocation.

John has also managed several global research teams (most recently currencies, commodities & international rates), and received seven first team awards for currencies in the Institutional Investor US and European surveys. Prior to joining JP Morgan, he worked in global fixed income strategy at UBS Asset Management and in Latin American economic research at the World Bank. He holds a BA in economics from Georgetown, an MPA in economics and public policy from Princeton's Woodrow Wilson School, and is also a CFA charterholder.

When and where?

Date
Wednesday 08 May 19

Time
Registration: 18:00
Event: 18:30 - 19:30

Location
Farmers & Fletchers, 3 Cloth Street, London EC1A 7LD
View map | View directions

Nearest tube station
Barbican
TFL journey planner

Price
Member - ££0
Non-member - ££50
CPD

This is eligible for 1 CPD hour