Neuberger Berman's Aka on Central Banks

The video discusses macroeconomic themes affecting central banks, sovereign wealth funds, and public pension funds. It covers the challenges faced by central banks due to quantitative tightening, the investment strategies of sovereign wealth funds, and the diversification of currency reserves. The video also examines China's economic outlook and the strategic shifts in public pension funds post-COVID.

What are the top macro themes that central banks are currently discussing with their clients?

What challenges are central banks facing regarding their balance sheets?

How have central banks adjusted their strategies in response to quantitative tightening?

What is the significance of the term 'de-dollarization' in the context of global currency allocation?

In what ways are sovereign wealth funds diversifying their currency allocations?

How are clients reacting to the economic situation in China?

What are the current trends in public pension fund allocations post-COVID?