thayer us rebalancing australia's response power point slides.pptx
TRANSCRIPT
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!"#" %&'()(*+,*- #./(.&-0 (*1234./(),(54 %&467*4&8
934,*&44 24 !43()
:;&/,.34 (/)0)& 2" ?@(0&/
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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J3.),*&
G"
!"#"F234./(),( 2)),(*+& K2LM!#N
E"
!"#"F234./(),( O&=&*+& >776&/(A7* !*1&/ .@&%&'()(*+,*- #./(.&-0
P" J'(;( 21;,*,4./(A7* :*-(-&;&*. D,.@
#73.@&(4. 24,( '&=7/& /&'()(*+,*- 4./(.&-0
I"
J'(;( 21;,*,4./(A7* :*-(-&;&*. D,.@#73.@&(4. 24,( 3*1&/ .@& /&'()(*+,*- 4./(.&-0
Q"
J'(;( 21;,*,4./(A7* :*-(-&;&*. D,.@
%&-,7*() R3)A)(.&/() B*4A.3A7*4S" >7*+)34,7*
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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>&*./() 2/-3;&*.
234./(),( -(T& ,.4 ,;;&1,(.& 43667/. .7 .@&J'(;( 21;,*,4./(A7*54 4./(.&-0 7= /&'()(*+,*-'&+(34& ,. ,4 ,* 234./(),(54 *(A7*() ,*.&/&4. .7U&&6 .@& !*,.&1 #.(.&4 &*-(-&1 ,* .@& 24,(F
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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!"#"F234./(),( 2)),(*+& K2LM!#N
#&+3/,.0 ?/&(.0 9&.D&&* 234./(),(C L&DM&()(*1 (*1 .@& !*,.&1 #.(.&4 7= 2;&/,+(
#&6.&;'&/ GC GYQG
2/A+)& BZ 2/;&1 ([(+U ,*
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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9&*&V.4 7= .@& 2LM!# 2)),(*+&
G" #&+3/,.0 -3(/(*.&& .@(. .@& !"#" D73)1 +7;& .7234./(),(54 (,1 ,* .@& &T&*. 7= ( ;(^7/ 4./(.&-,+ .@/&(._
E" :W+&6A7*() (++&44 .7 @,-@F)&T&) !"#" 67),+0F;(U&/4 7*67),A+()C 1,6)7;(A+ (*1 ;,),.(/0 (`(,/4_
P"
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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2 a)7'() 2)),(*+&
234./(),( ,*T7U&4 2LM!# ,* /&467*4& .7 YbGG
([(+U4 7* .@& !*,.&1 #.(.&4 KGI #&6. EHHGN
234./(),( 6(/A+,6(.&4 ,* !"#"F)&1 a)7'() c(/
7* ?&//7/,4; 2=-@(*,4.(* (*1 B/(d
1&=&*+& 7= 234./(),( .7 .@& 1&=&*+& 7= 234./(),(*
,*.&/&4.4 (*1 T()3&4
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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7*-/&44
R(/+@ YC EHGG
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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!"#"F234./(),( O&=&*+& >776&/(A7*
!*1&/ .@& %&'()(*+,*- #./(.&-0
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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L&D #./(.&-,+ O&=&*4& a3,1(*+&
hD@,)& .@& !"#"
;,),.(/0 D,)) +7*A*3&
.7 +7*./,'3.& .7
4&+3/,.0 -)7'())0C 1#1,00 *2 (#3#44,5&
+#6/0/(3# 5*1/+'
5"# 74,/89/3,:3
+#-,*("i
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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234./(),(F!*,.&1
#.(.&4 R,*,4.&/,()>7*43).(A7*4
K2!#RBLNL7T&;'&/ EHC EHGP
23-34. GEC EHGIL7T&;'&/ GIC EHGE
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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!"#"F234./(),( O&=&*+& >776&/(A7*
j7/+&
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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!"#"F234./(),( O&=&*+& >776&/(A7*
RJ! 7* #6(+& #3/T&,))(*+&
>F9(*1 %(1(/C #6(+& ?&)&4+76&C B*.&/*(A7*()
>71& 7= >7*13+. =7/ J3.&/ #6(+& 2+AT,A&4
>7;',*&1 >7;;3*,+(A7*4 a(.&D(0
O&=&*+& ?/(1& >776&/(A7*
9()),4A+ R,44,)& O&=&*+&
:W6(*1&1 :W&/+,4& ?2lB#R2L #29%: O&=&*+& 4+,&*+& (*1 .&+@*7)7-0C +0'&/
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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!"#"F234./(),( O&=&*+& >776&/(A7*
?/,)(.&/() O&=&*+& >776&/(A7* (*1 O&=&*+&>776&/(A7* j7/3;
!"#"C 234./(),( (*1 e(6(*
%&-,7*() O,()7-3& ;3)A)(.&/() ;&+@(*,4;4
2#:2L
2#:2L %&-,7*() j7/3;
2#:2L O&=&*+& R,*,4.&/4 R&&A*-
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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!"#"F234./(),( O&=&*+& >776&/(A7*
!"#$%&'&()*+ -./01(. "2 304)')#1
:+7*7;,+ O&T&)76;&*. (*1 B*.&-/(A7* 2
?/(*4F
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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J'(;( 21;,*,4./(A7* :*-(-&;&*. D,.@
#73.@&(4. 24,( 9&=7/& .@& %&'()(*+,*- #./(.&-0
k,-@ )&T&) ([&*A7* .7 #73.@&(4. 24,(
#,-*&1 ?/&(.0 7= 2;,.0 (*1 >776&/(A7*
l7D&/ R&U7*- B*,A(AT& )(3*+@&1
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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J'(;( 21;,*,4./(A7* :*-(-&;&*. D,.@
#73.@&(4. 24,( !*1&/ .@& %&'()(*+,*- #./(.&-0
G"
#./&*-.@&*,*- ',)(.&/() 4&+3/,.0 ()),(*+&4_
E"
O&&6&*,*- D7/U,*- /&)(A7*4@,64 D,.@
&;&/-,*- 67D&/4C ,*+)31,*- D,.@ >@,*(_
P"
:*-(-,*- D,.@ /&-,7*() ;3)A)(.&/(),*4A.3A7*4_
I"
:W6(*1,*- ./(1& (*1 ,*T&4.;&*._
Q"
j7/-,*- ( '/7(1F'(4&1 ;,),.(/0 6/&4&*+&_S"
21T(*+,*- 1&;7+/(+0 (*1 @3;(* /,[email protected]"
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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J'(;( 21;,*,4./(A7* :*-(-&;&*.
D,.@ %&-,7*() R3)A)(.&/() B*4A.3A7*4
2#:2L %&-,7*() j7/3;
2)) ;&&A*- ([&*1&1 '0 #&+/&.(/0 7= #.(.&
2#:2L O&=&*+& R,*,4.&/45 R&&A*-
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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>7*+)34,7*
2LM!# ()),(*+& ;71&/*,4&1 (*1 /(,4&1 ,*
,;67/.(*+&
>&*./&6,&+& /7.(A7*() 1&6)70;&*. 7= R(/,*&4
>7*./,'3A7* .7 /&-,7*() k2bO%
B*T7)T&;&*. 7= B*17*&4,(C >@,*(
j,*(*+& ,4 (* ,443& =7/ 234./(),(
?/,)(.&/() 1&=&*+& +776&/(A7* D,.@ e(6(* #3667/. =7/ 2'&54 +7))&+AT& 4&)=F1&=&*+& 67),+0
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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>7*+)34,7*
!"#" &*-(-&;&*. ,* 24,(F77/1,*(A7* ,* /&-,7*54 ;3)A)(.&/() 4&+3/,.0(/+@,.&+.3/&
:*-(-&4 '7.@ .@& !"#" (*1 >@,*(
l&T&/(-& =7/ /&)(A7*4 D,.@ B*17*&4,( (*1 >@,*( >(6(',),.0 7= 234./(),(* O&=&*+& j7/+& /(,4&1
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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>7*+)34,7*
9&*&V.4 =7/ 234./(),(* 1&=&*+& 4+,&*+& (*1
.&+@*7)7-0 (*1 *(A7*() 1&=&*+& ,*134./0
O&=&*+& ?/(1& >776&/(A7* ?/&(.0
9&*&V.4 .7 !"#" O&;7*4./(.&4 .@& T()3& 7= +)74&/ +776&/(A7*
D,.@ .@& !"#" ;,),.(/0
@,*( /&)(A7*4
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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>7*+)34,7*
#./(.&-,+ !*+&/.(,*.0 ,* 234./(),(
2',),.0 7= !"#" .7 V*(*+& ,.4 /&'()(*+&
%&'()(*+,*- D,)) 6/7T7U& 4./(.&-,+ /,T()/0 (*1
/&-,7*() ,*4.(',),.0
#./(.&-,+ ,*.&*. '&@,*1 >@,*(54 ;,),.(/0
;71&/*,4(A7*
>@,*( D,)) '&+7;& ;7/& 67D&/=3) (*11,46)(+& .@& !*,.&1 #.(.&4 (4 @&-&;7*
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8/11/2019 Thayer US Rebalancing Australia's Response Power Point Slides.pptx
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>7*+)34,7*
?@& >@,*( >@7,+&o
?@& a7T&/*;&*. 17&4 *7. '&),&T& .@(.
234./(),( ;34. +@774& '&.D&&* ,.4
)7*-4.(*1,*- 2)),(*+& D,.@ .@& !*,.&1 #.(.&4(*1 ,.4 &W6(*1,*- /&)(A7*4@,6 D,.@ >@,*(_ *7/
17 .@& !*,.&1 #.(.&4 (*1 >@,*( '&),&T& .@(.
D& ;34. ;(U& 43+@ ( +@7,+&"
O&=&*+& c@,.&
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!"#" %&'()(*+,*- #./(.&-0 (*1234./(),(54 %&467*4&8
934,*&44 24 !43()
:;&/,.34 (/)0)& 2" ?@(0&/
:;(,)8 +".@(0&/p(1=("&13"(3