NCM hosts annual Global Macro event

We were thrilled to host our annual Global Macro event on September 12th in the beautiful setting of our Collonge-Bellerive premises. It was a pleasure to welcome Charles Gave, Vincent Strauss, and Didier Darcet, who shared their thought-provoking insights with our guests.

The panel addressed key themes such as inflation, central bank policies, and global geopolitical and macroeconomic shifts, while highlighting the crucial role of gold and anti-fragile strategies in modern portfolio construction. While a traditional 60/40 portfolio may have served investors well over the past 40 years of disinflation, current market dynamics suggest it is time to drastically rethink the asset allocation approach.

Full event recording: [YouTube video]

Presentation slides: [Slides presentation]