Date
28 Jan 2025
Start time
09:00 Greenwich Mean Time (GMT)
Duration
4.5 Hours
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2025 Global Outlook
We are delighted to host the second edition of the UBS Asset Management annual macro outlook, as part of our Red Thread roadshow. Every year, we aim to bring you our sharpest thinking on the key themes shaping global markets. As ever, there will be plenty to talk about.
Macroeconomic regime changes are always tricky to navigate. Complicating matters further, having only just adjusted to a move higher in interest rates, investors are now trying to digest tentative interest rate easing from major central banks. Geopolitics, along with domestic politics has loomed large and investors anticipating a US recession are having their patience tested. Artificial intelligence continued to dominate headlines, as well as the hearts and minds of investors with a narrow set of US stocks – the Magnificent Seven – driving global equity market returns.
At this in-person event, we will cover big picture views, diversification and offer ideas on how to navigate portfolios through testing times.
Please see the event's agenda below.
Date
28 Jan 2025
Start time
09:00 Greenwich Mean Time (GMT)
Duration
4.5 Hours
We are delighted to host the second edition of the UBS Asset Management annual macro outlook, as part of our Red Thread roadshow. Every year, we aim to bring you our sharpest thinking on the key themes shaping global markets. As ever, there will be plenty to talk about.
Macroeconomic regime changes are always tricky to navigate. Complicating matters further, having only just adjusted to a move higher in interest rates, investors are now trying to digest tentative interest rate easing from major central banks. Geopolitics, along with domestic politics has loomed large and investors anticipating a US recession are having their patience tested. Artificial intelligence continued to dominate headlines, as well as the hearts and minds of investors with a narrow set of US stocks – the Magnificent Seven – driving global equity market returns.
At this in-person event, we will cover big picture views, diversification and offer ideas on how to navigate portfolios through testing times.
Please see the event's agenda below.
Time | Time | Session title | Session title | Name | Name | Title | Title |
---|---|---|---|---|---|---|---|
Time | 09:00 - 09:30 | Session title | Arrival & Welcome coffee | Name | - | Title | - |
Time | 09:30 – 10:00 | Session title | Macro Outlook | Name | Paul Donovan | Title | Chief Economist, UBS Global Wealth Management Head of Investments |
Time | 10:00-10:40 | Session title | Partnership: importance of alignment - Panel discussion | Name | Ray Fuller, CFA | Title | Head of Partnership Solutions |
Time | 10:40 –11:10 | Session title | ETF myth busting with Europe's largest index manager | Name | Pravin Bagree | Title | Head of ETF Capital Markets |
Nasreen Kasenally | Chief Operating Officer, Asset Management & Country Head Asset Management UK | ||||||
Time | 11:10-11:30 | Session title | Coffee break & split into Breakout sessions | Name | - | Title | - |
Time | 11:30 - 12:10 | Session title | Wholesale Client Breakout: Deep dive on Partnership Solution | Name | Ray Fuller | Title | Head of Partnership Solutions |
Jamie Lewin | Head of Partnership Solutions Specialists | ||||||
Stephen Friel, CAIA | Head of Partnership Solutions Specialists EMEA | ||||||
Time | 11:30 - 12:10 | Session title | Institutional Client Breakout: Credit Investment Group | Name | Andrew Marshak | Title | Portfolio Manager Credit Investment Group |
Time | 12:10 - 12:30 | Session title | Finding balance: Correlations, Causation, and the Art of Portfolio Construction | Name | Barry Gill | Title | Head of Investments |
Time | 12:30 - 13:30 | Session title | Closing remarks, lunch and networking | Name | - | Title | - |
Head of Partnership Solutions
Head of Partnership Solutions Specialists