In a high-debt world, politics is becoming a material market risk. Increasing geoeconomic fragmentation—and the rise of domestic policy initiatives focused on growth, trade and net-zero transition—will be transformative for global debt markets. While near-term market trends will be driven primarily by central bank monetary policy as the fight against inflation wears on, investors are also seeking to price these longer-term structural risks. And with government budget deficits persistently high, this year's elections around the world—including in the U.S., EU and potentially the UK—will play a key role in defining the landscape for global debt markets.
Set against this complex geopolitical and macroeconomic backdrop, our Global Debt Roundtable will bring together market and policy experts for an interactive conversation on issues that will shape the future of global debt and credit markets. We hope you can join us in London for a lively and informative discussion.
This event is by invitation only and will be held under the Chatham House Rule. If you have any questions, please contact [email protected].