Join Joe Davis, Vanguard Global Chief Economist, as he discusses how a tug-of-war between AI and fiscal deficits could shape our economic and financial future and, in the nearer term, the outlook for the global economy and central bank policy – as well as the implications for investors across different asset classes.
What do we cover?
Long-term trends and our new Megatrends forecasting framework
The key themes for European portfolio constructors
The outlook for the global economy and central bank policy
Presenter
Joseph H. Davis, Ph.D.
Global Chief Economist and Global Head of the Investment Strategy Group
Profile
Joseph H. Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads a global 75-person research organization that is responsible for Vanguard’s thought leadership agenda as well as the development and oversight of the firm’s investment methodologies and models.
Joe chairs the firm’s Strategic Asset Allocation Committee, which governs multi-asset-class investment solutions, and he is a member of the Senior Investment Committee for Vanguard’s Fixed Income Group. He also holds roles on global advice and product committees.
Joe is a frequent keynote speaker, has published white papers in leading academic and practitioner journals, and currently serves on the editorial board of The Journal of Portfolio Management and the Journal of Fixed Income. Previously, Joe has been one of few nonacademic researchers ever to be recognized as a Research Fellow by the National Bureau of Economic Research for his contributions to our understanding of U.S. business cycles.
Joe earned his B.A. summa cum laude from Saint Joseph’s University, earned his M.A. and Ph.D. in economics at Duke University, and is a graduate of the Advanced Management Program at The Wharton School of the University of Pennsylvania.
Moderated by
Simone Rosti
Head of Italy and Southern Europe, Vanguard Europe
Investment risk information
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Important Information
This document is directed at professional investors and should not be distributed to, or relied upon by retail investors.
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The information contained in this document is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
This event is hosted by Vanguard Group (Ireland) Limited.
Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.
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