AN ECONOMIC UPDATE WITH HYPOSWISS PRIVATE BANK – WEDNESDAY MARCH 5TH 2025

The economic environment of the past two years has been characterized by “US Exceptionalism”. The US Economy achieved better growth, higher productivity and more progress in corporate profits than the rest of the world.

We will look at the factors underpinning this divergent performance and discuss the possible influence of the policies pursued by the newly emboldened Trump administration (deregulation, tariffs, fiscal policy) going forward.

We will end with a few recommendations on the construction of investement portfolios and offer some thoughts on the role of crypto assets and generative AI related investement in this context.

Speakers:

Stephan Lawi is Chief Investment Officer (CIO) since 2021. Following a postdoctoral research assignement in Probability Theory in Paris (CNRS), he left academia to work as a “Quant” for several Investment Banks in London then in Hong Kong. In 2012, he joined Mirelis, an Asset Manager in Geneva, which acquired Hyposwiss Private Bank Genève SA in 2014.

Daniel Jakobovits is Chief Economist for Hyposwiss Private Bank and Head of Investmenets for Hyposwiss Advisors. 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.

PROGRAM

8h00 – 8h15 Welcome

8h15 – 9h00 Presentation

9h00 – 10h00 Q&A

COST

Members:  35 CHF

Non-Members: 45 CHF

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