Is Strategic Asset Allocation Dead? And What Are Economists Getting Wrong?
Global markets stand at a critical inflection point. Persistent inflation, geopolitical fragmentation, shifting growth engines, and extreme market concentration are challenging standard economic forecasts and breaking traditional portfolio construction.
Join leading Chief Investment Officers, top-tier economists, investment strategists, and fellow institutional allocators for an intensive half-day forum designed to unpack the forces reshaping the macro landscape.
GIS Investment Forum Geneva 2026
19th November | Four Seasons Hotel des Bergues
Is Strategic Asset Allocation Dead? And What Are Economists Getting Wrong?
Global markets stand at a critical inflection point. Persistent inflation, geopolitical fragmentation, shifting growth engines, and extreme market concentration are challenging standard economic forecasts and breaking traditional portfolio construction.
Join leading Chief Investment Officers, top-tier economists, investment strategists, and fellow institutional allocators for an intensive half-day forum designed to unpack the forces reshaping the macro landscape.
Plenary Speakers
Hervé Prettre
Head of Global Investment Research
Edmond de Rothschild
Serge Alarcon
Head Multi-Asset
Bank J. Safra Sarasin Ltd
Florian Marini
Head of Investment Research
Bank Syz
Florian Ielpo
Head of Macro & Multi Asset Portfolio Manager
Lombard Odier Investment Managers
Aurélie Tixerand
CIO & Head of Discretionary Management
Edmond de Rothschild
Marco Bonaviri
Head of Portfolio Management
CBH Bank
Antoniy Petrov
Director Alternatives CIO GWM
UBS
Anastasia Nesvetailova
Director Macroeconomic & Development Policies
UNCTAD
Patrick Zweifel
Chief Economist
Pictet Asset Management
Victor Stolzenburg
Senior Economist
World Trade Organization
PLENARY
Macro Outlook Sessions
Senior allocators, investment professionals & strategists unpack the themes shaping portfolios today.
ROUNDTABLES
Practical Strategy Discussions
Small peer group sessions led by fund managers on specific investment approaches.
NETWORKING
Peer & Industry Connections
Meet fellow fund buyers, advisers, and allocators from across the industry.
Roundtable Themes
Financial Credit Opportunities: Understanding a Specialist Segment of Fixed Income.
Alexander Pelteshki
Portfolio Manager
Aegon Asset Management
A Global Rebalance of Capital-Friendliness.
Michael J. Mufson
Co-Founder & Co-CIO
Alger
Higher Income, Lower Duration: A Compelling Case for High Yield
Sampath Suprana
Client Portfolio Manager – Fixed Income
Vanguard
Investing in the Power and Materials Behind the New Economy
Deboh N’Diaye
CFA, Client Portfolio Manager
Robeco
Partners
19th November | Four Seasons Hotel des Bergues
09.00 | Presentations | Lunch & Close | 13.50