BörsenTalk am Mittag

BörsenTalk am Mittag

for Beginners and Experts

Date
Time
12:00 - 13:00
Attendance Mode
Online

Riding the Bond Rollercoaster: Higher Rates, Inflation, Recession? Will Bond Markets exceed Stock Market Returns?

Join us for a thought-provoking BörsenTalk am Mittag webinar that delves into the challenging world of bonds. After a very long period with ultra-low interest rates, bonds are making a comeback, but is this resurgence sustainable?

Are central banks walking a tightrope with rate hikes, risking a looming recession? Can they tame the "greedy beast" of inflation, or are more rate hikes on the horizon? Is inflation here to stay, and are inverted yield curves a sign of impending economic turbulence?

We will also explore the growing economic gap between the U.S. and Europe and its impact on bond markets. Don't miss the opportunity to gain insights from industry experts to refine your bond market strategies.

Register now to secure your seat and get a clearer perspective on the current challenges and opportunities in the bond market.

Date Tuesday, October 10 2023
Time 12:00 pm – 01:00 pm CET
Location Online

Speakers

- Clemens Rich, Head Fixed Income CHF, UBS Asset Management

- Sébastien Zöller, Head Fixed Income Asset Management, Zürcher Kantonalbank

- Markus Thöny, Head of Swiss Fixed Income, Lombard Odier Investment Managers

Address and moderation

- André Buck, Global Head Sales & Relationship Management, SIX Swiss Exchange

- Serge Nussbaumer, CEO payoff

Language German

Speakers and Moderation

Clemens Rich

Clemens Rich heads the Swiss Franc Fixed Income team at UBS Asset Management.

He is responsible for strategy setting, construction and management of CHF bond mandates. Additional responsibilities include strategic management of multi-sector fixed income portfolios in various currencies.

He is a member of the CHF Fixed Income Strategy Team and the Global Valuation Committee.

Clemens joined UBS Asset Management in 2013 as a fixed income specialist, where he was responsible for client-related topics in the fixed income investment team in Zurich. Prior to that, he was a portfolio manager at a Swiss bank. He joined the Swiss franc fixed income team in May 2018.

Clemens holds a Bachelor of Science ZFH in Business Administration with a major in Banking and Finance and is a CFA Chartholder.

Sébastien Zöller

Sébastien Zöller is Head of Fixed Income Asset Management at Zürcher Kantonalbank.

In this role, he and his team have been responsible for active fixed income solutions since 2020. Zürcher Kantonalbank's Asset Management is one of the leading providers of asset management services in Switzerland and offers a comprehensive range of products in the fixed income area, from Swiss franc solutions to high yield and emerging market debt. 

Prior to that, he worked for Credit Suisse in various technical and management roles in Asset Management since 2015. As Head Alternative Fixed Income, he led the portfolio management and was instrumental in the successful development of active fixed income solutions in the alternative space - a segment that is gaining increasing importance, especially among Swiss institutional investors. Prior to that, he worked in interest rate derivatives trading at Zürcher Kantonalbank.

Sébastien holds a Master of Arts in Banking & Finance from HSG, University of St. Gallen, and he is a CFA Charterholder.

Markus Thöny

Markus Thöny is Head of Swiss Fixed Income at Lombard Odier Investment Managers (LOIM) and has been working for the company for more than 11 years.

Markus Thöny is a recognized portfolio manager with extensive experience in global fixed income markets and a proven ability to develop best-in-class investment solutions combining both qualitative and quantitative investment techniques. Prior to joining, he was a portfolio manager at Zürcher Kantonalbank, where he managed Swiss, European and global fixed income portfolios for institutional investors and developed new products and customized client solutions from 2008 to 2011. He started his career in 2001 at the same company as a quantitative analyst focusing on various aspects of asset management, including financial market modeling, forecasting, portfolio optimization and investment allocation.

Markus Thöny received a master's degree in mathematics from the Swiss Federal Institute of Technology in 2001. He also holds a Master's degree in Quantitative Finance from the University of Zurich (2005) and obtained the Diploma of Advanced Studies in Pension Fund Management from the Lucerne University of Applied Sciences and Arts in 2020.

Serge Nussbaumer

Serge Nussbaumer has been Editor-in-Chief at payoff magazine since September 2018.

Since 2023, he has also been the owner of payoff Media AG as publisher. In 1994, he joined the former Schweizerische Kreditanstalt as a career changer and held various positions before joining the product management team at St. Galler Kantonalbank in 2005. In 2009, he took over the buy-side of structured products at St. Galler Kantonalbank. Between 2011 and 2014 he was additionally managing director and trainer at the Swiss Derivative Institute (SDI).

In 2010, he successfully completed the MAS Bank Management at the Institute of Financial Services IFZ in Zug. Before returning to the structured products industry, he worked at MoneyPark until August 2018, where he helped to build it up as Head of Partner Sales.

Registration