Bangalore International Centre had arranged a talk on “Geopolitics and Financial Markets” by Mr. Srinivas Pulavarti, President and Chief Investment Officer, UCLA Investment Company, Los Angeles on Monday, 3rd August, 2015 at 6.30 Pm. The talk was moderated by Mr. Eric Savage, Co-founder and CEO, Unitus Capital.
Mr. Srinivas Pulavarti narrated his perspective on investing globally, highlighting some of the more relevant factors for investors today. Set against the backdrop of understanding different types of change, he offered a thoughtful overview of the interplay between geopolitics and the financial markets, with a focus on the impact to prospective returns on capital. More specifically, he discussed how current issues facing the U.S. equity markets create a unique set of challenges and possibilities. In addition to that, he shared what he believes are some of the most compelling opportunities presented by emerging markets, and their potential role in U.S. and Global portfolios over the next 3-5 years. Finally, he also offered investment strategies and observations as they pertain to some of the more nuanced developments across major economies, and his views on the potential impacts on consumers and investors.
The Q & A session after the talk was informative and interesting.