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