Then we will go deep on two crucial and interrelated investment topics for the coming months and years – the growing importance of emerging markets and the essential nature of sustainable investments. Investors cannot afford to ignore either of these, no matter their goals or the structures of their portfolios. We will look closely at the relative advantages of active and passive approaches to these themes and talk about the unique role ESG plays in finding solid investment opportunities – not only but especially in emerging markets.
As a distinct highlight, our keynote address will feature futurist Matthias Horx, who will look at sustainability from the point of view of someone playing the long game. A panel discussion on the post-COVID-19 investment landscape will bring the day to a close and include the opportunity to ask questions.
|14:00 CET||Login Credit Suisse Eventhouse platform|
Asset Management outlook & investment strategy
Introduction emerging markets active vs. passive
Emerging markets passive
||Emerging markets active
Gonzalo Borja, Head of Emerging Markets Fixed Income, Credit Suisse Asset Management
||Sustainable investing - how is ESG related to Emerging Markets?
Dominik Scheck, Head of ESG, Credit Suisse Asset Management
||Sustainability from the point of view of a futurist
Matthias Horx, Futurist, Zukunftsinstitut Horx
||Panel "Positive visions for the post-corona era" incl. Q&A
Moderator: Alexandre Bouchardy
Speakers: Valerio Schmitz-Esser, Gonzalo Borja, Dominik Scheck
Alexandre Bouchardy, Head of Investment Strategy CH & EMEA and Head of Fixed Income ad-interim,
Credit Suisse Asset Management
Alexandre Bouchardy, has over 20 years of professional and executive experience in the areas of investment and portfolio management. Alexandre is Head of Investment Strategy Switzerland & EMEA and Head of Fixed Income ad-interim.
Gonzalo Borja is a Head of Fixed Income Emerging Markets and a decision-maker in the Fixed Income Investment Committee at Credit Suisse Asset Management. There, he contributes the Emerging Markets Strategy Group’s view on emerging markets as its Deputy Chairman.
Dr. Valerio Schmitz-Esser is Head of Index Solutions at Credit Suisse Asset Management. He has more than 23 years of professional and executive experience in quantitative finance, index research, and portfolio management.
Dominik Scheck is Head of ESG at Credit Suisse Asset Management. He has more than 17 years of professional experience in the fields of fixed-income portfolio management, quantitative research, and ESG investing.
Matthias Horx is the most influential futurist in the German-speaking world. He has published some 20 books. He founded Germany’s most important think tank for the future, the Zukunftsinstitut.
Please contact GG Asset Management Communication for further information.