Dr. Philippa Malmgren
What Dr. Philippa Malmgren Talks About:
Dr. Philippa Malmgren is a popular speaker and regularly appears as the keynote speaker at client and in house events for investment banks, commercial banks, private banks as well as hedge fund and fund manager events. She also speaks to corporate audiences about the changing global economic and political landscape.
Dr Malmgren helps audiences better understand the cutting edge of what is happening in the world economy in an engaging and practical way. She is especially focused on the risks that cannot be quantified: politics, policy and geopolitics as drivers of risk and prices.
- How inflation is changing the world economy: moving manufacturing back to the West, giving rise to civil unrest and nationalism in the emerging markets, causing commodity prices to strengthen, increasing margin pressures and the value of hard assets which include strong brands, Gold, property, commodities and genuine cash flows.
- Debt: Why debt pressures will test the commitment to both capitalism and democracy.
- Innovation: Dr Malmgren says innovation is not just about high tech but innovation in business models, in generating cash flows, in managing a world where debt constrains customers, deflation damages GDP and inflation squeezes consumers and margins alike.
When countries are caught in the vies of slow growth and rising costs, politics becomes less stable and competition for cash flows and raw materials drive increased geopolitical conflict.
Business leaders find Dr. Malmgren's insight especially relevant for the purposes of strategy and planning.
She has spoken at many events on behalf of firms like UBS, Institutional Investor, Fortune Magazine, The World Economic Forum, Incisive Media, Prudential, NMS, Pi Capital, Deutsche Bank, Westpac, M&G, ALM Brand, Calyon, Bear Stearns, JP Morgan, Mellon Bank, Dresdner Bank, MFS, Commonwealth Bank of Australia, Barclays, CLSA, Harvest, Brockton Capital, Bourne Park Capital, Cologne Asset Management, Bank of Ireland Asset Management, Fund Forum, GAIM and GAIM Middle East and many others.