MODULE 1
MACRO TRENDS, ASSET ALLOCATION AND EVALUATION

DAY ONE Monday, July 16th
ASSET ALLOCATION: A TOP DOWN VIEW
CURRENT TRENDS IN THE WORLD ECONOMY
  • Trends in the US, Japan, Eurozone, UK and emerging markets
  • The Policy Environment
  • Globalisation's impact on financial markets: outsourcing, platform companies and economic volatility
  • Inflation, Deflation and their financial market impact
  • GUEST SPEAKER
    John Greenwood
    Group Chief Economist
    AMVESCAP
    Global Economic Prospects
    GROUP EXERCISE
    Identifying Scenarios for the World Economy, Currencies, Stock and Bond Markets: 2007-2012
    KEYNOTE BRIEFING
    John Authers *TO BE CONFIRMED*
    Investment Editor
    FINANCIAL TIMES
    The Global Economic and Financial Market Environment
    DRINKS RECEPTION
    Delegates and speakers are invited to our opening night cocktail party at 80 Strand. Join us for drinks in an informal atmosphere with spectacular views of the River Thames and London skyline.
    FT Knowledge is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 18 PD credit hours as granted by CFA Institute.
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