Vol 3
A look ahead to 2023: planning for economic uncertainty

1st december 2022

16.00 – 17.00

(CET)

LOCATION: ZOOM

WEBINAR chair:

Tim Craighead

Senior European Strategist, Director of Research (Content),
Bloomberg Intelligence

Evenco International, alongside Bloomberg Intelligence is proud to announce that we have launched a brand new monthly webinar series – “Trend Watch”. This will be a free to attend webinar for professionals within or associated with the asset management industry.

Each month, the webinar series will host a panel of professional investors, fund selectors and knowledge leaders to discuss current trends, their impact on the industry and how this changes their asset allocation and investment process.

Join us on 16  February at 2 – 3pm (GMT) for our 4th Trend Watch webinar on “Vol 4: Supply Chains – Lessons Learned in 2022 and Investment Implications”.

Panellists

Antoine Denis, caia

Head of Advisory,
Bank Syz

Antoine Denis, CAIA  joined Bank Syz as Head of Advisory in May 2021. Prior joining the bank, he was Head of Advisory of bank Bordier & Cie where he held previous roles in fund selection and portfolio management. Antoine gained various international experiences in the asset management industry at Lyxor AM in London and Pictet AM in Paris.

Patrick Saner speaking at Evenco Internationals Trend Watch Webinar

Patrick Saner

Head Macro Strategy,
Swiss Re

Patrick Saner is Head Macro Strategy at the Swiss Re Institute. In this role, he covers global macroeconomic, interest rates and political developments. Prior to joining Swiss Re, he worked at the World Bank, the Swiss National Bank and UBS. Patrick holds a Masters in economics and finance and is a CFA charter holder.

SPEAKer TO BE ANNOUNCEd

TBC

Speaker to be announced

Panellists

Profiting from economic uncertainty

MODERATOR

Laurent Douillet

European Equity Strategy,
Bloomberg Intelligence

PANELLIST

Ulrika Hasselgren

Chief Sustainability Officer | Board member, Coeli

PANELLIST

Rosie Bullard

Partner Portfolio Manager,
James Hambro & Partners

PANELLIST

SPEAKER

TO BE ANNOUNCED

THEMES

Themes

  • The Impacts of Supply Chain Disruptions on Various Sectors and Markets
  • Worrying Stress Points and Opportunities for Normalization in 2023
  • Optimism/Pessimism towards China’s Covid Recovery and its Investment Implications
  • Macro Assessment of Central Bank Policy and Economic Growth Prospects Globally
  • Investment Allocations for 2023 Influenced by Macro Views
  • The Future of Globalization and Trade Tensions
  • Risks and Opportunities Resulting from US-China Tensions
  • Rising Stress between Europe and the US over Energy Transition/Infrastructure Policies
  • The Risks and Opportunities of Europe-US Tensions
  • Commodities and Emerging Markets Outlook for 2023

Join our speaker community

PRESENTATION

Win By Not Losing

Sophie Careford, CFA

Product Specialist, Systematic Edge

THEMES

EQUITIES

GLOBAL

PRESENTATION

Fixed Income Investing: Nowhere to Hide

Cameron Shaw

Portfolio Manager

THEMES

Fixed Income

GLOBAL

PRESENTATION

Heptagon Future Trends: investing sustainably for the long-term

Alexander Gunz

Fund Manager of the Heptagon Future Trends Equity Fund

THEMES

EQUITIES

Developed WORLD

CATCH UP ON Trend Watch below

Catch up on Trend Watch

CATCH UP ON Trend Watch below

Trend Watch - Vol 1
Sustained Elevated Inflation: Implications for Asset Allocation: Are Equities Really the Way to Go?

Trend Watch - Vol 2
Investing in Energy Transition Amid Elevated Commodity Prices

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