Presentations seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'
Presentations seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'
Below are the presentations from the seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty' which took place on November 14th, 2024, in Amsterdam.
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Cyclical Outlook - Securing the Soft Landing
By Peder Beck-Friis, Senior Vice President, Portfolio Manager, PIMCO
Fixed Income Outlook 2025 and Beyond
By Jeremy Cunningham, Investment Director – Fixed Income, Capital Group
The New Era of Geopolitics and Inflation
By Anatole Kaletsky, Founding Partner, Chief Economist, Gavekal Dragonomics
Market Outlook and Investment Opportunities
By Erik Knutzen, CFA, CAIA, Managing Director, Co-Head Quantitative and Multi-Asset Investment Team, Multi-Asset CIO, Neuberger Berman
Global Commercial Real Estate Outlook
By Justin Curlow, Global Head of Research & Strategy, AXA IM Alts
Unloved and undervalued – should you consider an allocation to small caps in 2025?
By Matthew Bullock, Head of Portfolio Construction and Strategy, EMEA, Janus Henderson Investors
Investing in renewables (infrastructure unlisted) and the outlook for 2025
By Bertrand Gautier, Founding partner, Schroders Greencoat
Spinning Around
By Joe Little, Global Chief Strategist, HSBC Asset Management
Click here to view some interesting whitepapers about the themes of the seminar.
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