Presentaties seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'
Presentaties seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'
Hieronder vindt u de presentaties van het seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty', dat plaatsvond op 14 november 2024 in Amsterdam.
Klik op de visual om de informatie te bekijken of op te slaan.
Cyclical Outlook - Securing the Soft Landing
Door Peder Beck-Friis, Senior Vice President, Portfolio Manager, PIMCO
The Fixed Income Outlook 2025 and beyond
Door Jeremy Cunningham, Investment Director – Fixed Income, Capital Group
The New Era of Geopolitics and Inflation
Door Anatole Kaletsky, Founding Partner, Chief Economist, Gavekal Dragonomics
Market Outlook and Investment Opportunities
Door Erik Knutzen, CFA, CAIA, Managing Director, Co-Head Quantitative and Multi-Asset Investment Team, Multi-Asset CIO, Neuberger Berman
Global Commercial Real Estate Outlook
Door Justin Curlow, Global Head of Research & Strategy, AXA IM Alts
Unloved and undervalued – should you consider an allocation to small caps in 2025?
Door Matthew Bullock, Head of Portfolio Construction and Strategy, EMEA, Janus Henderson Investors
The opportunity in energy transition infrastructure equity
Door Bertrand Gautier, Founding partner, Schroders Greencoat
Spinning Around
Door Joe Little, Global Chief Strategist, HSBC Asset Management
Klik hier om enkele interessante whitepapers over het thema van het seminar te bekijken.
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