Investment Roundtable 35 - Value Investing and Macro Outlook

  • 11th September 2024
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information

Price List

Conference Link Please login or book the event to access the link!

Organizer

SAMBA

Organizer Name : SAMBA

Video Gallery

Investment Roundtable 35 with BLKB and Quantex AG

Files

SwissMBAs Document Folder
1st September, 2024
Presentation-Quantex AG
12th September, 2024
PDF File View PDF
Presentation-BLKB
12th September, 2024
PDF File View PDF

Event Schedule

12:00 PM - 12:05 PM

Introduction and Review last Roundtable

Dr. Marc-André Schauwecker, President, SAMBA

12:05 PM - 12:25 PM

Presentation of BLKB

Fabienne Hockenjos, Chief Investment Officer, BLKB

  • Geopolitical uncertainty: Here to stay!
  • Economic Outlook: No recession but slowing down
  • Main Challenge for Investors: Markets still don’t compensate for Risk

12:25 PM - 12:45 PM

Presentation of Quantex AG

Peter Frech, Fund Manager, Quantex AG

  • On a pure bottom-up perspective, the stock market is not afraid of a recession
  • The market has become extremely one-sided with its focus on U.S. tech stocks
  • There are great opportunities in neglected segments like defensive stocks or Emerging Markets

12:45 PM - 01:00 PM

Status SAMBA Portfolio Flex / Asset Allocation / Discussion

Mr. Markus Kaeser, SIS Group AG / all

  • Feedback from the last Investment Core Group meeting
  • What did we change during the last weeks in the SAMBA Flex Portfolio?
  • Discussion & your proposals to improve the SAMBA Portfolio Flex allocation

Price List

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