Activités

Déjeuner-débat

Capital Group - Capital Market Assumptions : Asset class forecasts to help inform your allocation decisions.

 We are pleased to present Capital Group’s 2025 long-term capital market assumptions, which reflect the views that underpin our multi-asset solutions. Overall, the outlook remains favourable for long-term investors with return expectations in the mid-to-high-single digits for stocks and low-to-mid-single digits for bonds. That said, our expectations for stocks and bonds are lower over a 20-year horizon compared to last year. Outsized returns on equities over the past two years and stretched valuations in some sectors led us to mark down our estimates for stocks. Meanwhile, fixed income return expectations were impacted by modestly lower starting yields and compressed spreads. 

Déjeuner-débat

UBS Asset Management - Index equity investing for a sustainable future: low cost and low carbon

UBS Asset Management will present different options to incorporate sustainability into your index equity portfolio. We will look at how you can design a portfolio that is aligned to the transition to a low-carbon economy but minimises the tracking error to market cap based indices. Registration before April 16th

Déjeuner-débat

Natixis Investment Managers - Enhancing the positioning of Credit Fixed Income in a Pension Fund Portfolio

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Déjeuner-débat

DWS - European Transformation: The Case For European Infrastructure In 2025

European Transformation: The Case For European Infrastructure In 2025: Join DWS Head of Research Infrastructure, Richard Marshall for lunch. He will present the DWS Infrastructure Market Outlook. Reviewing market performance over 2024 and discussing drivers of capital deployment opportunities and returns in 2025, focusing on infrastructure’s ability to perform throughout macroeconomic volatility. And talk with you about strategy selection opportunities. Why Infrastructure, why the midmarket and why Europe? Highlighting the opportunities of the energy transition, digitalisation, industrial capacity and demographic thematic investment trends in Europe, in the context of a Trump US presidency and a more fractious geopolitical environment Registration before February 5th

Session d’information

L'accord de gouvernement et son impact sur les pensions complémentaires

Déjeuner-débat

BNP Paribas Asset Management - Investing in Diversified Private Debt & Diversified Private Equity

During the lunch, our experts will present 2 solutions: One is our Agility Co-invest II fund, the second vintage of our European Private Equity Co-investment strategy. Relying...