Global Macro Situation & LTIF Classic Fund: Diversification & Undervalued Companies

  • 13th September 2023
  • Virtual
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information


Investment Roundtable 23 with Schroders & Co Bank and SIA Group AG




  • Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker, SAMBA)
  • Presentation of the Schroders Bank 20min (Giovanni Leonardo, Chief Investment Officer)
  • Presentation of Strategic Investment Advisors Group AG (SIA) 25min (Alex Rauchenstein, CEO and Managing Partner)
  • Status SAMBA Portfolio Flex & Asset Allocation 10min (Mr. Markus Kaeser, SIS Group AG)



Schroders Bank’s Macro view

  • Presentation of global Macro situation at present
  • Next steps of the central banks after Jackson Hole
  • Will we see a recession and equity re-valuation?

 SIA Funds AG: Long Term Investment Funds Classic (LTIF Classic)

  • Short presentation of SIA Funds AG and its Value strategy
  • Idea behind the LTIF Classic fund: Diversification & Undervalued Companies
  • Some additional words about the LTIF Natural Resources


Short Review of SAMBA Portfolio Flex


We will send you the event link on the event day.

Note: This is not an investment advice, and for informational and educational purposes only!