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Experts In-House: Perspectives – CIO View

Event replay available from: June 2, 2026.

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On June 2, I was joined by Prof. Dr. Jacky Tang, our Chief Investment Officer for Emerging Markets.

Amongst others, we discussed the following topics:

  • The global geopolitical backdrop and its impact on growth and inflation
  • Central bank decisions and key policy challenges ahead
  • Opportunities and risks across major asset classes
  • What this all means for asset allocation and portfolio positioning

 

 

We hope you find the recording insightful and look forward to welcoming you live at our next event.

 

You can access the corresponding presentation here.

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