INVESTMENT OUTLOOK HY2/23

OVERVIEW

The global economy is showing slight signs of improvement, but the recovery remains weak and downside risks persist. Core inflation is proving stubborn and the pressure from higher interest rates is increasingly being felt. In this uncertain environment what are the investment opportunities for the second half of 2023? In our web conference, Commerzbank's Chief Investment Officer will share his market outlook, along with top international investment experts who will give their assessments on major asset classes.

Exclusively for institutional and professional investors from Europe.

All presentations will be held in English.

Presentations from

Agenda

Thu, 6. July 2023

9:30am CEST

Start of event

9:35am - 10:10am CEST

Keynote: Mid-Year Capital Market Outlook

Thorsten Weinelt, Chief Investment Officer, Commerzbank

The peak in central banks’ key interest rates is still ahead of us and recession fears are mounting, yet equity markets are climbing to new highs (or have enjoyed a very powerful first half of 2023). Are monetary indicators losing their explanatory power given still robust labor markets and a strong service sector following the most aggressive tightening cycle in 40 years? Or has the new Artificial Intelligence megatrend the power to superpose the cyclical headwinds?

10:10am - 10:45am CEST

The Quest for Alpha in challenging markets

Gabriele Susinno, Senior Client Portfolio Manager, Pictet Asset Management

Investing in high-quality companies with a strong economic moat, solid finances and attractive valuations, investors can benefit from steady compounding returns over the long term. These companies are essential to thrive in this volatile market. In his presentation, Gabriele Susinno will discuss why wealth compounders are more important than ever and how they can provide a reliable pathway to success in today's market environment.

approx. 11:00am CEST

End of event

Speakers

Thorsten Weinelt

Thorsten Weinelt is Chief Investment Officer of Commerzbank AG since May 2022. Previously, he worked at UniCredit Group, among others as Global Head of Research & Chief Strategist within the Corporate & Investment Bank, as CIO of UniCredit Bank AG Pension Fund and as Head of Wealth Management Germany.

Gabriele Susinno

Gabriele Susinno joined Pictet Asset Management in 2015 and is Senior Product Specialist for the Quest franchise based in Geneva. Before, Gabriele was heading the Quantitative Research and Risk Management Group at the Fund of Hedge Funds Unit at Unigestion for eight years.

Moderator

Thomas Schalow

Thomas Schalow is the CEO of Capitalmarkets.net. He 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.

Europe

International