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:
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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:
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17:30 - 18:30 | Drinks & Networking Reception |