Investment Roundtable 35 - Value Investing and Macro Outlook

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

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Organizer

SAMBA

Organizer Name : SAMBA

Files

SwissMBAs Document Folder
1st September, 2024

Event Schedule

12:00 - 12:05

Introduction and Review last Roundtable

Dr. Marc-André Schauwecker, President, SAMBA

12:05 - 12:25

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 - 12:45

Presentation of Quantex AG

Peter Frech, Fund Manager, Quantex AG

12:45 - 13:00

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

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