Markets are moving. Are you positioned for what’s next?
Join us on 15 June as Joe Davis, Global Chief Economist and Jumana Saleheen, European Chief Economist at Vanguard share their latest views on the macro environment as they see it today against the backdrop of a fast-changing market and policy landscape.
They’ll outline how today’s key drivers - AI investment, growth trends, inflation dynamics, labour markets and central bank policy - are interacting in real time.
You'll get:
Deep-dive analysis of what’s driving market behaviour today.
How these shifts may influence asset class performance.
Practical considerations for positioning portfolios in the months ahead.
Agenda
Arrival and registration
11:00 - 11:30 CET
Welcome
11:30 - 11:35 CET
Speaker: Jonathan Decurtins, Head of Wholesale Switzerland and Liechtenstein, Managing Officer
Markets are moving. Are you positioned for what’s next?
11:35–12:30 CET
Speakers: Joe Davis, Global Chief Economist, Vanguard & Jumana Saleeheen, European Chief Economist, Vanguard
Lunch and Networking
12:30–13:30 CET
Speakers
Global Chief Economist, Vanguard
Profile
Joe Davis, PhD, is a principal and Vanguard's chief economist. He is also global head of Vanguard Investment Strategy Group, whose investment research and client-facing team conducts research on portfolio construction, develops the firm's economic and market outlook and helps oversee the firm's asset allocation strategies for both institutional and individual investors. In addition, Mr. Davis is a member of the senior portfolio management team for Vanguard Fixed Income Group. Mr. Davis frequently presents at various investment forums and has published studies on a variety of macroeconomic and investment topics in leading academic journals. Mr. Davis earned a PhD in economics at Duke University.
European Chief Economist, Vanguard
Profile
Jumana Saleheen, PhD, is Vanguard’s chief European economist and head of the Investment Strategy Group, Europe. She leads the firm’s Europe‑based economic and investment research, contributing to Vanguard’s economic and market outlook and supporting asset allocation decision‑making for investors. Prior to joining Vanguard, Dr. Saleheen held senior roles at the Bank of England and was chief economist at CRU Group. She frequently speaks at investment forums and has published research in leading academic journals. Dr. Saleheen earned a PhD in economics from University College London.
Venue details
Kunsthaus Zürich, Chipperfield Bau
Heimplatz 5
8001 Zurich
A museum for art and the public
David Chipperfield’s design, a clear geometric volume flooded with light, lends aesthetically elegant form, landmark status and tremendous appeal to the Zürcher Kunstgesellschaft’s idea of a museum for the 21st century.
Together with the existing Kunsthaus building it constitutes Switzerland’s largest art museum. The extension opened in autumn 2021. The project is distinguished by four core elements: its focus on art of the 1960s and later, the Emil Bührle Collection, medium-sized temporary exhibitions, and its central entrance hall, a new form of public space in which to experience art.
The New Kunsthaus is a gateway to the world of art, in all its rich and varied forms. It reflects and shapes contemporary trends and builds on the existing strengths that make the Kunsthaus Zürich collection unique. With a series of greatly enhanced facilities, it opens up a vibrant public space in the heart of Zurich.
