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2022 Economic Outlook (business lunch – conference in Zurich)
7 June - 12 h 00 à 14 h 00
Understanding the new inflation regime and its consequences on investment portfolios
The post pandemic environment is characterized by high inflation readings in all developed economies. What are the sources of this inflation? How much of it is temporary and how much of it could become structural? How far are central banks willing to go to fight this inflation? We will explore these questions and try to sketch how investment portfolios are likely to be affected by a higher inflation regime.
Stephan Lawi is Chief Investment Officer (CIO) since 2021. He holds a PhD in Mathematics from the University of Toronto. Following a postdoctoral research assignment in Probability Theory in Paris (CNRS), he left academia to work as a “Quant” for several Investment Banks, first KBC Financial Products in London then Lehman Brothers in Hong Kong. In 2011, he left Nomura’s volatility trading desk in Hong Kong to join Mirelis InvesTrust SA in Geneva as Deputy Director. He became Deputy CIO of Hyposwiss Private Bank Genève SA in 2017 and head of the Research and Investments department in 2019.
Daniel Jakobovits is Deputy CIO. He holds a PhD in Economics from the University of Geneva and joined Hyposwiss in 2019. His previous experience encompasses fixed income fund management and asset allocation responsibilities in various Swiss banks.
Date: Tuesday, June 7, 2022 (business lunch – conference)
Time: 12:00 – 14:00
Venue: Zunfthaus zur Zimmerleuten, Limmatquai 40, Zürich
Cost: CHF.115 Members // CHF. 125 Non-Members
Business Lunch MENU: 3-course lunch with coffee/water/wine.