Philippe Waechter

Chief Economist
Ostrum Asset Management

Philippe heads up the economic research department of Ostrum Asset Management, formerly Natixis Asset Management, in the top 20 largest asset managers in Europe. He is responsible for observing and understanding the economic cycles on a global scale, and to create a scenario on growth, inflation and the orientation of monetary policies for the major countries and the Euro zone, and paying close attention also to imbalances and rigidities that limit the ability of economies to adjust.

12:50 PM ALL STAR PANEL: Evaluating changes in the financial stability of European markets and what opportunities and limitations will this bring to the financial services industry? - life after Brexit

- What are the practicalities of who you can and can’t trade with and what relationships do you need to nurture to ensure the

post-Brexit transition is successful?

- How are brokers now accommodating different flows from different locations? What does this mean for the buy side and their partnerships with UK, European and international clients?

- How are financial organisations delegating responsibility of UK vs EU issuance?

- Where are companies positioning PMs vs traders and does this really matter?

- How will the cost of broker services change for the buy side considering the overall increase in legal and documentation fees?

- How will liquidity be impacted?

3:25 PM FIRE SIDE CHAT: How will changing global equity markets impact your business and what are the risk and opportunities to prepare for and action to outperform in 2020?

- How are rising rates and higher volatility creating opportunities for active managers

- What are the differences in central bank policies in Europe and the US given expectations in growth and uncertainty around inflation

- Dissecting the changing role of alternative investments in a truly diversified portfolio

- Equity and fixed income valuations – expectations for EU vs US vs emerging markets

- How are geopolitical risks, from North Korea and Brexit impacting investor behavior?

Check out the incredible speaker line-up to see who will be joining Philippe.

Download The Latest Agenda