Programma van Seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'

Seminar 'How to position your portfolio for 2025 in an era of geopolitical uncertainty'

Op donderdag 14 november:
10:15 - 11:00 Coffee & Registration
11:00 - 11:15 Welcome & Introduction

By Bob Homan, CIO, ING Investment Office

11:15 - 11:45 Cyclical Outlook - Securing the Soft Landing

By Peder Beck-Friis, Senior Vice President, Economist, Portfolio Manager, PIMCO

11:45 - 12:15 Fixed Income Outlook 2025 and beyond

By Jeremy Cunningham, Investment Director – Fixed Income, Capital Group

12:15 - 13:00 Lunch
13:00 - 13:30 The New Era of Geopolitics and Inflation

By Anatole Kaletsky, Founding Partner, Chief Economist, Gavekal Dragonomics

13:30 - 14:00 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

14:00 - 14:30 Panel discussion on the Macro & Asset Class Outlook for 2025 and beyond, with:
  • Edward Markus, Founder & Chief Analyst, ECR Research
  • Roelof Salomons, Chief Investment Strategist, BlackRock
  • Ralph Wessels, Chief Investment Strategist, ABN AMRO
14:30 - 14:45 Coffee break
14:45 - 15:15 Global Commercial Real Estate Outlook

By Justin Curlow, Global Head of Research & Strategy, AXA IM Alts

15:15 - 15:45 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

15:45 - 16:00 Coffee break
16:00 - 16:30 The opportunity in Energy Transition Infrastructure Equity

By Bertrand Gautier, Founding Partner, Schroders Greencoat

16:30 - 17:00 Spinning Around - Investment outlook 2025

By Joe Little, Global Chief Strategist, HSBC Asset Management

17:00 - 17:30 CIO panel discussion on ‘How to position your portfolio for 2025 and beyond’, with:
  • Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, Fidelity International
  • Han Dieperink, Chief Investment Officer, Auréus
  • Olaf van den Heuvel, Experienced Chief Investment Officer
  • Volkert de Klerk, Chief Investment Officer, Roots Investments
  • Wouter Weijand, Chief Investment Officer, Providence Capital
17:30 - 18:30 Drinks & Networking Reception

In samenwerking met:


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