Déjeuner-débat
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Vendredi 25 avril 2025    12:00 - 14:00
Réservé aux membres

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
photo
Vendredi 16 mai 2025    12:00 - 14:00
Réservé aux membres

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. 

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