The further leg down in yields has been the impetus for much debate. Can it be an indicator of slower global and U.S. economic growth or something more substantial? Will it contribute to further challenges for earnings growth and company profits? And what does it mean for currencies?
This session will include:
Treasury yields and what secular cyclical movements in yields could signal.
Negative interest rates: the European experience.
Global economic trends influencing our view.
What are the implications for currencies at the moment?
Speaker: Sonja Hildebrandt, CFA
Co-Head CIO Office, DWS
Sonja joined DWS in 2011. Currently, she is the Co-Head for the CIO Office in New York. She oversees DWS's CIO View Generation from intra-asset-class discussions on tactical positions to strategic discussions across all asset classes to publications and presentations. She manages a team of colleagues in Frankfurt and New York, working in close collaboration with Portfolio Managers, Marketing, Sales and Compliance. Prior to this role, she held various positions in the CIO Office and on Portfolio Management teams in Frankfurt. Sonja received her undergraduate and master’s degree from the Technological University of Hamburg and is a CFA charterholder.