The Past Speaks

Through the list-serv of the European Association for Banking and Financial History, I’ve learned of a forthcoming talk that uses economic-historical research in a very practical way– to help inform investment strategy.
‘The rate of return on everything. Asset returns: a long term perspective’

4 November 2016, 12:00

AllianzGI, Bockenheimer Landstraße 42, 60323 Frankfurt am Main

eabh in cooperation with  AllianzGI

This talk will be the premiere presentation of Moritz Schularick’s (University of Bonn) recent study on the development of all asset returns during the 20th  century in all industrial countries. In view of the current extremely low interest rates, his view on historical episodes with extraordinary low nominal and real interest rates promises interesting insights.

Based on Moritz’s  argument, Stefan Hofrichter (Head of Global Economics & Strategy Allianz Global Investors) will continue to give an outlook to long-term asset returns taking into account current evaluations and historical parallels.

Discussion with the audience is planned and all participants are kindly invited to join the discussants for a networking lunch kindly sponsored by AllianzGI.

You can register here.