Global macro Situation (CIO Saxo Bank) & Insurance Linked Securities (Plenum Investments )

Agenda

• Introduction  5min (Dr. Marc-André Schauwecker, President, SAMBA)
• SAXO Group’s Macro view 25min (Steen Jakobsen, Chief Investment Officer; Antonio Savoca, FX Specialist)
• Presentation of PLENUM Investments on Insurance Linked Securities 25min (Dr. Rainer Grünig, CEO; Rötger Franz, Portfolio Manager)
• Status SAMBA Flex Portfolio and Asset Allocation 5min (Mr. Markus Kaeser, SIS Group)

Focus
 

SAXO Group’s Macro view

• Presentation of global Macro situation at present
• Next steps of the central banks
• Will we see a recession or is it different this time?

PLENUM Investment AG with a focus on Insurance Linked Securities

• Short presentation of PLENUM AG
• Idea behind the Plenum European Insurance Bond Fund
• How to generate Value at better Risk?

Short Review of SAMBA Educational Flex Portfolio
 

• Feedback from the Investment Core Group and changes during the last weeks ?
• Homework: Investment proposals by YOU to: [email protected]!
• Link to the SAMBA document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0

Note: This is not an investment advice, and for informational and educational purposes only!