Presentations CIO dinner event on ‘How to position your portfolio for 2025 and beyond’.
Presentations CIO dinner event on ‘How to position your portfolio for 2025 and beyond’.
Below you will find the presentations from the exclusive CIO dinner event on ‘How to Position Your Portfolio for 2025 and Beyond,’ which took place on November 14th, 2024, in Amsterdam.
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Global Macro outlook - Trumpflation
By Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, Fidelity International
Global Investment Strategy Themes
By Daniel Morris, Chief Market Strategist, BNP Paribas Asset Management
The opportunity in Energy Transition Infrastructure Equity
By Bertrand Gautier, Founding Partner, Schroders Greencoat
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