Making sense of a topsy-turvy world
Thu Jul 18, 2013
Permal CEO Isaac Souede discusses why Asia is more self-sustaining than other emerging markets and how allocators are playing the major global themes and trends
As the US economy shows signs of a strong recovery and Europe shows signs of bottoming out, the global macro environment is looking a good deal more benign than a year ago. In New York, AsiaHedge editor Aradhna Dayal spoke with Isaac Souede – the chairman, CEO and chief investment strategist of well-regarded $24 billion alternative investments firm Permal Group – to discuss how the world looks today, why Asia is more self-sustaining than other emerging markets and how allocators are playing the major global themes and trends
What are the key trends in the global economy today?
From a global markets perspective, there are four key things that are happening today: the US is back on a growth track; Europe is bottoming out from an economic perspective – although any real recovery will take a long time; Japan seems to have embarked on a great experiment; and many of...
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