JSS Webex Event: Outlook Märkte 2024 mit Dr. Karsten Junius und Grüne Wertschöpfungsketten mit PM Daniel Lurch
Dear Clients, Dear Business Partners,
The year 2024 is shaping up to look very different from 2023, with inflation moderating and interest rates falling. Markets are set to reflect these changing dynamics with laggards turning into leaders and new opportunities arising, while the risk of recession continues to loom. One theme we expect to make a comeback is ESG. Lower rates and the urgent need for a greener future are set to reverse last year’s headwinds for many sustainable investments and provide a basis for structural growth. We recognise that the green transition isn't just about goodwill: it's fundamentally rooted in sound economics. In this context, we aim to capitalize on the green transition by exploring the complex web of solutions that drive it through our distinct green value chain approach. As a result, we will discuss those opportunities as well as the macro and markets landscape in 2024, and present some of our best ideas for investor portfolios for the next 12 months.
We are pleased to invite you to our virtual Outlook events which will take place on Thursday 25th January.
By registering, you acknowledge that you have read our legal notice link.
Webex Events in three languages on Thursday 25th January:
09:00 – 09:45
Webex Event in German
10:00 – 10:45
Webex Event in French
16:00 – 16:45
Webex Event in English
Macro and Financial Market Outlook
Why do value chains matter in green investing?
Daniel Lurch, Portfolio Manager (German and English events)
Lena Jacquelin, Portfolio Manager (French event)