Evenco International

We are excited for our Annual Stockholm Fund Forum happening tomorrow at the Grand H?tel the event to happen tomorrow. We are thrilled to be welcoming Ryan Reardon, Senior Equity ETF Strategist at State Street Global Advisors SPDR, to the stage! Ryan will be presenting on "Trump 2.0: How Trade Policy and Tariffs Impact TINA" With a second Trump administration bringing major shifts in trade policy—including tariffs—the long-held "There Is No Alternative" (TINA) trade for US equities is under threat. Join us tomorrow to gain the insights you need to stay ahead. ?? Find out more: https://bit.ly/4hK0MNt #StockholmFundForum #USMarkets #TradePolicy #InvestmentStrategies #ETF

This Women’s History Month, we highlight the insights of Marie Dzanis—a globally recognized business leader and former CEO with deep expertise in strategy, governance, and transformational change across asset management. With decades of experience at top-tier firms, she has shaped industry practices across institutional, intermediary, and wealth channels. Marie sees three critical trends shaping the future: ?? Regenerative agriculture—rethinking how we sustain global food production ?? Green hydrogen storage—unlocking clean energy’s full potential ?? Maritime sustainability—where small shifts can drive outsized impact With a track record of driving business transformation and sustainable innovation, Marie offers a clear-eyed perspective on where the industry is headed. How will leadership in asset management evolve next? Click below to read the article in full! #WomensHistoryMonth #InvestmentLeadership #SustainableFinance #WomenInAssetManagement

We are thrilled to welcome Fiona Manning, CFA, Fund Manager at Premier Miton Investors, to our Evenco International Stockholm Fund Forum on Thursday, 13 March, at the Grand H?tel. Fiona will be presenting: “Are you sitting (too) comfortably? Rethinking EM allocation in a less predictable world.” In an era of market uncertainty, many investors find comfort in the familiar—but is that the best strategy? Fiona will challenge conventional thinking on emerging markets, arguing that sticking to the old playbook could mean missing new opportunities. This is a must-attend session for fund selectors looking to navigate EM investments with confidence. Join us in Stockholm and rethink your approach to EM allocation. Find out more: https://bit.ly/4hK0MNt #StockholmFundForum #EmergingMarkets #FundManagement #InvestmentInsights #FinanceConference

We are pleased to announce that Fawaz A. Chaudhry, Head of Equities at Fulcrum Asset Management, will be presenting at our Stockholm Fund Forum on Thursday, 13 March. Fawaz will take the stage with his presentation on "Taking Chips off the Table". With equities at elevated levels and global risks mounting, this session will provide fund selectors with essential perspectives on how to navigate the shifting investment landscape. Don’t miss this must-attend discussion! Find out how you can get involved today ?? https://bit.ly/4hK0MNt #StockholmFundForum #AssetManagement #GlobalMarkets #AIInvesting #InvestmentInsights #Equities

With 25+ years in pensions and investment, Jenny Segal MA FIA C.Act has built a career defined by resilience and leadership. From being the only woman in her pensions team to becoming a workplace culture consultant, her journey highlights both progress and ongoing challenges for women in finance. Her advice to young women in the industry? “Be confident!” Push past imposter syndrome, go for stretch roles, and negotiate for what you deserve. Read full article by clicking below. ?? Plus, join us this Wednesday at 2 PM (GMT) for a special Trend Watch webinar, Women's Month edition, where we will discuss: ?? Are firms without diversity less innovative and more exposed to risk? ?? Is investor commitment to D&I genuine or just a checkbox exercise? ?? Does a strong D&I strategy improve stock/fund selection and returns? Sign up here > https://lnkd.in/eqvJJex8 #WomensHistoryMonth #WomenInFinance #InvestmentLeadership #DiversityInFinance #BreakingBarriers #TrendWatch

We’re excited to welcome Gregg Guerin, Senior Product Specialist at First Trust, to our Stockholm Fund Forum on Thursday, 13 March, at the Grand H?tel. Gregg will present "Thematic Investing and the Hype Cycle: Defining AI and Unveiling the FT Framework," offering a deep dive into the latest AI developments and how investors can separate real opportunities from market noise. In this session, he will introduce the First Trust AI Framework, designed to cut through the hype and identify sustainable investment opportunities. For investors navigating the AI boom, this is a must-attend discussion. ?? Find out more: https://bit.ly/4hK0MNt #FundForum #ThematicInvesting #AI #ArtificialIntelligence #InvestmentTrends #AssetManagement

We’re pleased to welcome James Hanford, CFA, Analyst/Portfolio Manager at COMGEST, to the Evenco International Stockholm Fund Forum on Thursday, 13 March, at the Grand H?tel. James will challenge the market consensus in his session, "Global Leaders Can Be Found in Europe and Not Only in the USA". With expectations of double-digit earnings growth in 2025 and beyond, this session will provide valuable insights for those looking beyond the usual names. The event will be chaired by Rod Turnbull, Regional Content Analyst at Bloomberg Intelligence. Don’t miss out—Find out how to get involved now! ?? https://bit.ly/4hK0MNt #FundForum #EuropeanEquities #InvestmentInsights #AssetManagement #LongTermInvesting

Speaker Spotlight: Edouard Boscher Head of Private Equity at Carmignac at our Stockholm Fund Forum! Edouard will present "Unlocking the Power of Secondary Markets with Carmignac Private Evergreen," showcasing an innovative, semi-liquid private equity solution. He will explore how this strategy addresses cash management challenges and access constraints while focusing on buyouts in developed markets, particularly in the US and Europe, with a strong emphasis on secondaries and co-investments. Join us on 13 March for this insightful session and discover how Carmignac is reshaping private equity for a broader range of investors. Secure your place today! ?? https://bit.ly/4hK0MNt #FundForum #PrivateEquity #AssetManagement #AlternativeInvestments

We're excited to announce that Andrew Harvie Senior Client Portfolio Manager, Global Equities at Columbia Threadneedle Investments EMEA APAC will be speaking at our Stockholm Fund Forum! Andrew will present "Unknown Pleasures – A New Era for Equity Investors," exploring how the biggest monetary tightening since the 1980s is reshaping market dynamics. From the dominance of value stocks in the 80s and 90s to the post-GFC rise of growth stocks, he will examine where equity investors should focus in today’s shifting landscape. The event will be chaired by Rod Turnbull, Regional Content Analyst at Bloomberg Intelligence. Find out how to get involved today! ?? https://bit.ly/4hK0MNt #FundForum #EquityInvesting #Markets #AssetManagement #InvestmentInsights

The ECB cut interest rates again in its March meeting, lowering the deposit rate by a quarter point to 2.5%, in line with expectations. However, as officials describe monetary policy as becoming “meaningfully less restrictive,” analysts' views are diverging. Some expect no further cuts, while others anticipate the benchmark rate could fall to 1.25% by year-end. A key takeaway from the press conference was President Christine Lagarde’s effort to keep all options open amid rising uncertainty, including potential US tariffs and increased defence spending in Europe: -The Euro briefly climbed to a new four-month high, gaining over 4% in four days.? -The yield on German 10-year bunds surged 30 basis points on Wednesday – the highest increase since the months following the fall of the Berlin Wall – driven by a historic spending plan set to unlock hundreds of billions of euros for defence and infrastructure.? -The ECB projected Eurozone’s headline inflation to average 2.3% in 2025 and while noting that the disinflation process remains on track, the central bank removed previous wording that indicated inflation would reach its target this year.? -The Governing Council maintained that risks to economic growth remained tilted to the downside, but increased defence and infrastructure spending combined with a rebound in consumption and investment from easier financing conditions could provide support to growth. Source: Bloomberg L.P.? #ECB #MonetaryPolicy #EurozoneEconomy #InflationOutlook