Global Conference 2014
Reading the Tea Leaves: Where Are Markets Headed?
Wednesday, April 30, 2014 / 8:30 am - 9:45 am
After a slow and shaky recovery from the 2008 financial crisis, fiscal worries have diminished and the U.S. and global economic outlooks seem brighter. How long, though, can the S&P outrun the GDP? Under the surface, riddles abound. The Federal Reserve plans to wrap up quantitative easing in the fall unless the economy suddenly skids. What are the prospects for either scenario, and what effects would they have on the markets? Will borrowing costs for businesses and consumers stay suppressed or back up in the next 12 months? Is cash passe at this point, or is it preparing a comeback? If liquidity begins to drain, can profit growth by itself fuel further advances? Our panel of investment sages will offer their analysis and opinion on the questions facing the markets, and pose fresh ones of their own. What is the flurry of IPOs telling us, and what industries are going to rotate into the limelight? Will energy prices, geopolitical friction or global capital flows write the story of the next 12 months?
Moderator
Stephanie Ruhle
Co-Anchor, "Market Makers," and Managing Editor, Bloomberg TV
Speakers
John Calamos Sr.
CEO and Global Co-Chief Investment Officer, Calamos Investments
Michael Cembalest
Chairman of Market and Investment Strategy, J.P. Morgan Asset Management
James Litinsky
Founder and Chief Investment Officer, JHL Capital Group LLC
Morris Mark
President and Managing Partner, Mark Asset Management
Justin Slatky
Senior Portfolio Manager, Shenkman Capital Management