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Highlights from RockCreek’s Virtual Forum on Macroeconomics

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The roundtable discussion moderated by RockCreek Senior Advisor Caroline Atkinson centered on the macroeconomic conditions investors face against the backdrop of the Covid-19 pandemic and market uncertainty. Panelists Henry McVey, Partner & Head of Global Macro & Asset Allocation at KKR and Mohsen Fahmi, Portfolio Manager, Global Fixed Income at PIMCO, focused on the specific implications for investments in equities, bonds and credit from a global lens– considering emerging markets, Europe, China, Japan and the US.

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