Investment Roundtable 41 - Market Outlook 2025: Merging Macro Trends with Stock Selection

  • 19th March 2025
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual
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Event Detail Information

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Organizer

SwissMBAs

Organizer Name : SwissMBAs

Event Schedule

12:00 PM - 12:05 PM

Introduction

Dr. Marc-André Schauwecker, President, SwissMBAs

12:05 PM - 12:25 PM

Presentation of BlackRock Fundamental Equities EMEA

Helen Jewell, CIO, BlackRock Fundamental Equities EMEA

  • Healthy earnings should continue to support stock markets in 2025
  • Mega forces and business cycles will continue to drive dispersion within sectors
  • Attractive valuations globally presenting alpha opportunities

12:25 PM - 12:45 PM

Presentation of Schroders & Co. Bank AG

Giovanni Leonard, Executive Board Member, Schroders & Co. Bank AG

  • The sky is the limit?
  • Is TINA back?
  • Does a mixed portfolio still make sense and what assets should you hold.
  • Sectors to hold on in the current market environment.

12:45 PM - 01:00 PM

Status SAMBA Portfolio Flex/ Asset Allocation / Discussion

Virtual Networking Breakout Session

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