Date
06 Feb 2025
Start time
15:15 Central European Time (CET)
Duration
3 Hours
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Event
Global themes and outlook 2025
We are delighted to host the second edition of the UBS Asset Management annual macro outlook, as part of our Red Thread roadshow. We aim to bring you our sharpest thinking on the key themes that shape global markets. There will be plenty to talk about.
Macroeconomic regime changes are always tricky to navigate. Complicating matters further, having adjusted to a move higher in interest rates, investors are now trying to digest tentative interest rate easing from major central banks. We will cover big picture views, diversification and offer ideas on how to navigate through testing times.
You are cordially invited to join us at the Hotel Okura for a day of bold ideas, dynamic presentations, and interactive panel sessions.
Please see the event's agenda below.
Date
06 Feb 2025
Start time
15:15 Central European Time (CET)
Duration
3 Hours
We are delighted to host the second edition of the UBS Asset Management annual macro outlook, as part of our Red Thread roadshow. We aim to bring you our sharpest thinking on the key themes that shape global markets. There will be plenty to talk about.
Macroeconomic regime changes are always tricky to navigate. Complicating matters further, having adjusted to a move higher in interest rates, investors are now trying to digest tentative interest rate easing from major central banks. We will cover big picture views, diversification and offer ideas on how to navigate through testing times.
You are cordially invited to join us at the Hotel Okura for a day of bold ideas, dynamic presentations, and interactive panel sessions.
Please see the event's agenda below.
Time | Time | Session title | Session title | Name | Name | Title | Title |
---|---|---|---|---|---|---|---|
Time | 15:15 - 16:00 | Session title | Arrival & Registration | Name | NA | Title | NA |
Time | 16:00 - 16:05 | Session title | Welcome | Name | Boudewijn Kostelijk | Title | Head of Wholesale Client Coverage Benelux UBS Asset Management |
Time | 16:05 - 16:10 | Session title | Introduction | Name | Massimiliano Castelli | Title | Head of Strategy, Sovereign Markets, UBS Asset Management |
Time | 16:10 - 16:40 | Session title | Macro Outlook 2025 | Name | Paul Donovan | Title | Chief Economist UBS Global Wealth Management
|
Time | 16:40 - 17:10 | Session title | Finding balance: Correlation, Causation, and the Art of Portfolio Construction | Name | Barry Gill | Title | Head of Investments UBS Asset Management |
Time | 17:10 - 17:40 | Session title | Fireside chat and Q&A | Name | Barry Gill Paul Donovan Max Castelli | Title | Head of Investments, UBS Asset Management Chief Economist, UBS Global Wealth Management Moderator - Head of Strategy, Sovereign Markets, UBS |
Time | 17:40 - 17:45 | Session title | Closing remarks | Name | Tim van Duren | Title | Head Institutional Client Coverage Benelux, UBS Asset Management |
Time | 17:50 | Session title | Drinks & networking | Name | NA | Title | NA |