Programma van Seminar 'Geopolitical Turmoil & High Inflation: How to position your portfolio for 2023 and beyond'
Seminar 'Geopolitical Turmoil & High Inflation: How to position your portfolio for 2023 and beyond'
Op donderdag 10 november: | |
12:15 - 13:00 | Lunch & Registration |
13:00 - 13:15 |
Welcome & Introduction
By Harry Geels, Senior Investment Advisor, Auréus |
13:15 - 13:45 |
Parallel Worlds - Macro-economic Outlook for 2023 and beyond
By Joseph Little, Global Chief Strategist, HSBC Asset Management |
13:45 - 14:15 |
European Central Bank Policy & the Outlook for Europe for 2023 and beyond
By Katharine Neiss, Chief European Economist, PGIM Fixed Income |
14:15 - 15:00 |
Panel discussion on 'The Economic Outlook for 2023 and beyond'
With:
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15:00 - 15:30 | Coffee Break |
15:30 - 16:00 |
Investing amidst rising inflation: key themes on the horizon
By Martyn Hole, Equity Investment Director, Capital Group |
16:00 - 16:30 |
Emerging Markets Debt: value trap or unfairly tarnished?
By Thomas Haugaard, Portfolio Manager, Emerging Markets Debt Hard Currency, Janus Henderson Investors |
16:30 - 17:10 |
Roundtable discussion on 'How to position your portfolio for 2023 and beyond'
With:
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17:10 - 17:15 | Summary & Conclusion |
17:15 - 18:30 | Drinks Reception |