19th of June 2025
PisanoGlobal attended the Swiss Pensions Conference 2025 at the Dolder Grand in Zürich.
Topic: Investing in a Polarised World
A very interesting conference with an opening panel by Howard S. Marks (Oaktree) on Mastering the Cycle.
Also a strong panel from APG Asset Management with Jan-Willem Ruisbroek, sharing insights on infrastructure and APG’s market view.
The CIO Pension Fund panel covered private infrastructure and investing beyond traditional assets in a polarised world.
Other participants included Robeco, and we joined a Goldman Sachs roundtable led by Christian Mueller-Glissmann on asset allocation and dynamic approaches to long-term positioning, especially around U.S. equity valuations.
It was a great and insightful event that strengthened our outlook for 2026.
Looking forward to the next CFA Pensions Conference in Zürich.
