10 SEPTEMBER 2025
11:00 EDT, 17:00 CET
11:00 EDT, 17:00 CET
Beach Reads & Bond Yields: Why Your Portfolio Needs Sunscreen
A one-on-one conversation with Karthik Sankaran, Senior Research Fellow, Geoeconomics, The Quincy Institute for Responsible Statecraft.
A one-on-one conversation with Karthik Sankaran, Senior Research Fellow, Geoeconomics, The Quincy Institute for Responsible Statecraft.
10 SEPTEMBER 2025
11:00 EDT, 17:00 CET
11:00 EDT, 17:00 CET
A one-on-one conversation with Karthik Sankaran, Senior Research Fellow, Geoeconomics, The Quincy Institute for Responsible Statecraft.
Beach Reads & Bond Yields: Why Your Portfolio Needs Sunscreen
About the event
This is a conversation between Karthik Sankaran and Horacio Coutino,
Multi-asset strategist at EXANTE. The webinar will consider:
Multi-asset strategist at EXANTE. The webinar will consider:
What’s happening with the US dollar and how will it affect emerging markets?
What shifting geopolitical alliances and power structures may mean for EM currencies and global growth?
What role are trade sanctions and tariffs playing in capital account behaviour and currency demand?
Are we heading to a less predictable
monetary world?
monetary world?
Why attend?
Gain insights from a former global macro strategist/PM with 20+ years' buy/sell-side experience in emerging markets and FX. Find out how geopolitics and geoeconomics are affecting fixed income and foreign exchange markets, trade and growth prospects of both developed and emerging markets.
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20+ years of global macro
& FX expertise - First-hand insights on geopolitics
& geoeconomics - Proven track record in developed
& emerging markets
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Karthik SankaranSenior Research Fellow, Geoeconomics, The Quincy Institute for Responsible Statecraft -
Horacio CoutinoMulti-asset strategist at EXANTE
Karthik Sankaran
Senior Research Fellow, Geoeconomics, The Quincy Institute for Responsible Statecraft
Horacio Coutino
Multi-asset strategist at EXANTE
Join Us
Join us and find out how trade relationships and economic policies interact to influence geopolitical dynamics and how these shifts in hard and soft power may impact currency allocations within investor portfolios.
Join us
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