Seminar 'Geopolitical Turmoil & High Inflation: How to position your portfolio for 2023 and beyond'
How will a looming recession, high inflation and geopolitical turmoil affect the investment outlook for 2023 and beyond? Which asset classes will be most impacted? Should you adjust your portfolio?
On Thursday 10 November 2022, Financial Investigator hosted an educational seminar on the influence geopolitical developments will have on various asset classes and how to position your portfolio for 2023 and beyond.
The seminar was led by Harry Geels, Senior Investment Advisor at Auréus.
Top speakers shared their views, including:
- Han Dieperink, Chief Investment Strategist, Auréus
- Thomas Haugaard, Portfolio Manager, Emerging Markets Debt Hard Currency, Janus Henderson Investors
- Martyn Hole, Equity Investment Director, Capital Group
- Bob Homan, CIO, ING Investment Office
- Volkert de Klerk, CIO, Roots Investments
- Joseph Little, Global Chief Strategist, HSBC Asset Management
- Edin Mujagić, Chief Economist, OHV Wealth Management
- Katharine Neiss, Chief European Economist, PGIM Fixed Income
- Steven Oh, CFA, Global Head of Credit and Fixed Income, PineBridge Investments
- Roelof Salomons, Professor Investment Theory and Asset Management, University of Groningen, Independent Investment Consultant, Member various investment committees
- Hans Stegeman, Chief investment Strategist, Triodos Investment Management
- Ralph Wessels, Chief Investment Strategist, ABN AMRO