Navigating Global Stocks: Applied Innovation Amid Tech, Trump, and Trade Turmoil

  • 18th June 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 Bloomberg Intelligence

Gina Martin Adams, Chief Equity Strategist, Bloomberg Intelligence

  • Review the outlook for global equities, including country, sector, factor and thematic strategies derived through the lens of a multi-disciplined, model driven approach.
  • Discuss the sustainability of the drivers of higher volatility and significant leadership shifts in global equity markets so far in 2025.
  • Identify the long term impacts of shifting geopolitical relationships and implications of the end of the multilateral trade order. 
     

12:25 PM - 12:45 PM

Presentation of The Singularity Group

Evelyne Pflugi, CEO, The Singularity Group

  • Can growth continue?
  • Isn’t innovation risky?
  • What's priced in?

12:45 PM - 01:00 PM

Status SwissMBAs Portfolio Flex/ Asset Allocation / Discussion

Markus J. Kaeser, SIS Group AG

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