Investment Roundtable 36 - Understanding Long-Term Interest Rates & A Behavioral Finance Perspective

  • 9th October 2024
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information

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Presentation- Investec Bank Switzerland
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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 Investec Bank Switzerland

Annelise Peers, Chief Investment Officer, Investec Bank Switzerland

  • Looking back at history of world interest rates
  • What is the market forecasting for cyclical inflation trends
  • Does that change the secular trend and what is the impact on markets

12:25 PM - 12:45 PM

Presentation of AGFIF International AG

Mojmir Hlinka, CEO,  AGFIF International AG

  • Aspects of Behavioral Finance
  • Process of Investment Decisions
  • Difference to regular Global Investments

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

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