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Lipper Alpha Insight - Fund Manager Chat

Nov 26, 2018

In this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM provides a summary of the macroeconomic issues he considers most material in 2018 and discusses how this is formulating his views as we move into 2019.

Shamik also outlines some of the key issues and risks investors might consider in the New Year.

Running Order

Run Time Topic
00:20 What is your economic assessment of 2018 so far?
00:50 What do you see as the potential materially influential economic factors for 2019?
01:55 Where are we in the economic cycle? Are we "late cycle"?
02:50 Where do investment opportunities lie?
04:00 What are some global economic tailwinds?
04:55 What are the key geopolitical risks?


Shamik is chatting with Jake Moeller, Head of Lipper UK and Ireland Research, on November 8, 2018. He was also a panellist at the recent Lipper Alpha Expert Forum in London, UK on November 8, 2018.

About Shamik Dhar

Shamik Dhar is the Chief Economist at BNY Mellon IM and acts as the primary spokesperson for BNY Mellon IM on matters relating to global macroeconomics, geopolitics and capital markets.

Shamik most recently served as Chief Economist and Director for Economics for the United Kingdom’s Foreign and Commonwealth Office from 2014. He has 30 years of experience as an economist, advising investors and governments on market activity, trends and economic indicators.

He started in the UK Treasury in the late 1980s, moving on in the 1990s to Oxford Economic Forecasting and the Bank of England. In 2000, he moved to Morley Fund Management, then in 2004 co-founded Fathom Consulting, a leading economics consultancy, before moving back into asset management with Aviva Investors in 2009.

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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.