INVESTMENT OUTLOOK HY2/2022

Web Conference | Thu, June 30, 2022 | 3:30pm CEST

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Overview

Geopolitical tensions, skyrocketing commodity prices, inflation and interest rate hike risks are keeping the financial markets busy. In addition, there are negative impacts from the Corona pandemic. What is the investment outlook for major asset classes in this environment? At our Investment Outlook for the second half of 2022, top investment experts provide their views. We take a look at the U.S. and Asian equity as well as Global Corporate bonds.

Exclusively for institutional and professional investors from Europe.

All presentations will be held in English.

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Agenda

 

Thu, June 30, 2022
3:30pm CEST

Start of event

3:35pm - 4:05pm CEST

A bridge over troubled waters – Investing in a post-deflationary world

James T. Tierney, Chief Investment Officer, Concentrated US Growth, AllianceBernstein

The major changes which we have seen in the underlying market dynamics over the last 1-2 years, including corona, inflation, and geopolitics, have created enormous challenges for investors. Jim Tierney will explain why investing in a concentrated, secular growth portfolio might be the best answer for long term focused investors in a market environment grappling with uncertainty.

4:05pm - 4:35pm CEST

Can Asia offer investors diversification at a time of economic hardship?

Rahul Chadha, Chief Investment Officer, Mirae Asset Global Investments

Aftershocks of the pandemic and ongoing geopolitical tensions have caused an unforeseen spike in inflation. In his presentation, Rahul will provide an overview of the macroeconomic landscape and highlight potential opportunities across Asia despite the global slowdown and stagflationary headwinds.

4:35pm - 5:05pm CEST

High yield: Current outlook, risks and opportunities

Josh Panton, Head of Credit Investment Specialists, Aviva Investors

With periods of higher volatility, how can investors navigate the high yield landscape and provide clients with robust portfolios? In his presentation, Josh Panton will provide an insight into the current outlook for high yield, where Aviva sees risks as well as opportunities to invest in the asset class. 

approx. 5:10pm CEST

End of conference

Speakers

James T. Tierney

James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth. Prior to joining AB in December 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies.

Rahul Chadha

As Chief Investment Officer of Mirae Asset Global Investments, Rahul Chadha oversees the entire Investment Unit and manages a number of Asia Pacific equity and India equity portfolios. Rahul plays an instrumental role in the development of investment strategies and policies of the firm.

Josh Panton

Josh Panton leads the Credit Investment Specialist team. His team work closely with the credit portfolio managers and analysts to articulate their investment process, portfolio positioning, and investment performance with clients and consultants globally.

Moderator

Thomas Schalow

CEO & Founder of Capitalmarket.events. Thomas Schalow has over 25 years of experience in investment management, including various management roles at international investment firms. He publishes on financial topics and regularly moderates investment events.


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