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'
|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'
|17:10 - 17:15||Summary & Conclusion|
|17:15 - 18:30||Drinks Reception|