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 | Coffie & Registration |
| 11:00 - 11:15 |
Welcome & Introduction
By Bob Homan, CIO, ING Investment Office |
| 11:15 - 11:45 |
Fixed Income Outlook 2025 and Beyond
By Jeremy Cunningham, Investment Director – Fixed Income, Capital Group |
| 11:45 - 12:15 |
Cyclical Outlook
By Peder Beck-Friis, Senior Vice President, Portfolio Manager, PIMCO |
| 12:15 - 13:00 | Lunch |
| 13:00 - 13:30 |
Macro Economic Outlook for 2025 and beyond
By Anatole Kaletsky, Founding Partner, Chief Economist, Gavekal Dragonomics |
| 13:30 - 14:00 |
From Macro Economic Outlook to Asset Class Outlook
By Erik L. 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:
|
| 14:30 - 14:45 | Coffee break |
| 14:45 - 15:15 |
Real Estate outlook 2025
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 |
Investing in renewables (infrastructure unlisted) and the outlook for 2025
By Bertrand Gautier, Founding partner, Schroders Greencoat |
| 16:30 - 17:00 |
Investment Outlook for 2025 based on the Market Trends
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:
|
| 17:30 - 18:30 | Drinks & Networking Reception |
In samenwerking met:
