Currently FULLY BOOKED; registrations possible (waiting list)

The recent rise in inflation came on both very quickly and sharply. Bottlenecks in global supply chains and war in Europe further fanned the flames. Central banks, however, reacted rather hesitantly, allowing inflation to reach a gallop. Despite eventual interest rate hikes, the rate of inflation remains high in many countries. Central banks are expected to continue to raise interest rates, implying that inflation rates will not fall any time soon.

The associated macroeconomic effects on all asset classes pose major challenges for wise, balanced asset allocation. How can portfolios be effectively hedged against inflation risk? How does a changed economic environment affect the values of bonds and equities, and how should these asset classes be weighted in a client portfolio?

Objective

These and other pressing questions are addressed in the Master Class "Macro Investing". In addition to a well-founded introduction to the topic, various market scenarios are examined to highlight effective investment strategies and concepts within the framework of macro-based tactical asset allocation, which is then debated in the context of group work.

Target Audience

The Master Class is aimed at professionals from the financial industry who work in asset and wealth management or risk management. The format is a combination of lectures, discussions, and group problem solving.

SAQ Recertification

This SFI Master Class is an acknowledged SAQ recertification measure for CWMA, CCoB, Affluent-, SME-, and Individual Client Advisor profiles and comprises four learning hours (4 credits).