A year and a half after the initial Covid-19 outbreak, the world is at a crossroads. Economies around the globe are recovering and technological innovations are boosting optimism. However, such optimism is being tempered, not only by the high degree of macroeconomic uncertainty we are facing, but also by growing awareness of a looming global climate catastrophe.
For the first time since its launch in 2011, this year’s Expected Returns publication, entitled ‘The Roasting Twenties – Things are heating up’, now takes into account the impact of climate in the determination of future asset class returns.
Welcome speech by Christoph Von Reiche,
Head of Global Distribution and Marketing
Opening by Beatrice Weder di Mauro,
Professor of economics at the Graduate Institute of International and Development Studies in Geneva
Central banks’ post-pandemic playbook by Martin van Vliet,
Strategist Global Macro
The future of blockchain and cryptocurrencies by David Yermack,
Professor of Finance and Business Transformation at New York University Stern School of Business
& Michiel van Voorst,
co-portfolio manager of Robeco New World Financials and Robeco FinTech
Bracing for climate change impact by Sonja Saunderson, Chief Investment Officer of Momentum Investments,
Diandra Soobiah, Head of Responsible Investment at Nest &
Lucian Peppelenbos, Climate Strategist
Moderator Erika van der Merwe
October 7, 2021
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