Investment Roundtable 48

  • 15th October 2025
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual
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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 Investec Bank Switzerland

Annelise Peers, CIO, Investec Bank Switzerland

  • An outlook for world growth and inflation for Q4 2025.
  • How tariffs are reshaping world trade and economics.
  • The impact of these changes on markets.

12:25 PM - 12:45 PM

Presentation of Quantex AG

Peter Frech, Portfolio Manager, Quantex AG

  • It’s not necessary to do extraordinary things to get extraordinary investment results
  • Looking for excitement and entertainment in investing is hazardous for your returns.
  • A simple asset allocation strategy and a boring stock selection is the reason for the Quantex Multi Asset Fund’s outperformance.

12:45 PM - 01:00 PM

Status SwissMBAs Portfolio Flex/ Asset Allocation / Discussion

Markus J. Kaeser, SIS Group AG

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