Presentations Seminar 'How to position your portfolio for 2024 and beyond'
Presentations Seminar 'How to position your portfolio for 2024 and beyond'
Below are all the presentations from the seminar on 'How to position your portfolio for 2024 and beyond', held at the Rosarium in Amsterdam on November 9th 2023.
Macro Economic Outlook for 2024 and beyond
By James Ashley, Head of International Market Strategy & Head of Strategic Advisory Solutions EMEA + Asia, Goldman Sachs Asset Management
Taking a differentiated approach to your EM Equity allocation: Focusing on Innovation
By Steve Weeple, Client Portfolio Manager, Global and Emerging Market Equity, Janus Henderson Investors
Private Equity outlook: The six investment themes to focus on
By Richard Damming, Head of Private Equity Investments Europe, Schroders Capital
Navigating inflation and rising rates across alternative credit
By Christophe Fritsch, Global Head of Alternative Credit, AXA IM Alts
Click here for some interesting whitepapers on the theme's discussed during the seminar.
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