Strategist panel: headlines and fundamentals: short term perception vs. long term reality
PanelRates Markets Europe
2026-11-19 | 11:00 AM - 11:40 AM
Information
- How will the Iran conflict affect inflation in developed and emerging markets?
- What does rising sovereign risk and elevated government borrowing mean for the rates markets and investor confidence?
- What are the implications of growing policy divergence across central banks?
Speakers
Nataliya Ivanova
State Street Investment Management
Vice president and senior client portfolio manager
Christopher Jeffery
Legal & General Investment Management
Head of macro strategy
James Carter
W1M
Co-head of fixed income
Tim Graf
State Street
Managing director, head of macro strategy for Emea
Melissa Davies
Rothschild & Co
Chief economist, managing director