The evolving global economic landscape from the perspective of a European asset manager | Mumbai
Session Overview:
This session explored the evolving global economic landscape from the perspective of a European asset manager, examining how markets are navigating geopolitical disruptions, shifting macroeconomic conditions, and technological transformation. The discussion highlighted the growing influence of artificial intelligence on productivity and innovation, the implications of Germany’s fiscal stimulus for European growth, and the key risks and opportunities shaping the global investment environment.
Learning Outcomes:
- Understand the impact of geopolitical shocks and policy developments on global financial markets and investor sentiment.
- Gain insights into how AI is driving structural changes across industries and influencing long-term investment opportunities.
- Evaluate the significance of German fiscal expansion and broader European growth prospects within the global macroeconomic context.
- Develop a balanced perspective on current global growth trends, emerging risks, and potential investment opportunities across asset classes and regions.
EVENT DETAILS
Date- 7th July 2026
Time- 6:00 pm to 9:00 pm
Venue- Jio Meeting room 104A&B, BKC, Mumbai
Johannes Müller
Global Head of Research & Chief Economist of the Group DWS Group
Johannes Müller, CFA, is Global Head of Research and Chief Economist of the DWS Group. Since 2023, Johannes was appointed Global Head of Research and in 2024, additionally assumed the role of Chief Economist of the DWS Group. He joined the company in July 1994 and began his career in money market fund management. In 1995, he became a bond trader, and in 1997 he was appointed fund manager for German and European bond funds. In 2003, he became Head of the Asset Class Management Team Euro Liquids. From 2009, he served as Chief Economist Fixed Income. In 2013, he additionally assumed the roles of Chief Investment Officer, Wealth Management Germany, and Chief Investment Officer, Multi Asset Germany. Further senior positions followed, including Head of CIO Office Markets from 2016 and Head of Macro Research & CIO Office from 2018. Johannes Müller is a CFA Charterholder and CEFA Investment Analyst (DVFA). He holds a master’s degree in social and economic sciences from the University of Innsbruck. Joahnnes is married with three children.
2 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |