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Navigating Volatility and Capitalizing on Economic Recovery
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Evenco International, alongside Bloomberg Intelligence, ihosted our 11th instalment of our webinar series Trend Watch on the 7th of September.
Our speakers:
- Patrick Saner, CFA Head of Macro Strategy at Swiss Re
- Edward Smith CFA Co-CIO at Rathbones Group Plc
- Caroline Simmons CIO UK at UBS
- Joe Little Global Chief Strategist at HSBC
Discussion points:
-Macroeconomic Prospects: Analysing 12-18 month outlook post Fitch's US downgrade, European inflation, and Chinese indicators.
-Asset Allocation Insights: Impact on equities vs. fixed income, regional/sector preferences, and IG vs. HY within fixed income.
-Investment Themes: Uncovering important themes, debunking hype in the investment landscape.
-ESG Integration: Harnessing ESG data for investment decisions, its significance in the process
Our speakers:
- Patrick Saner, CFA Head of Macro Strategy at Swiss Re
- Edward Smith CFA Co-CIO at Rathbones Group Plc
- Caroline Simmons CIO UK at UBS
- Joe Little Global Chief Strategist at HSBC
Discussion points:
-Macroeconomic Prospects: Analysing 12-18 month outlook post Fitch's US downgrade, European inflation, and Chinese indicators.
-Asset Allocation Insights: Impact on equities vs. fixed income, regional/sector preferences, and IG vs. HY within fixed income.
-Investment Themes: Uncovering important themes, debunking hype in the investment landscape.
-ESG Integration: Harnessing ESG data for investment decisions, its significance in the process