During this debate, Serge Mampaey (Financial Market Specialist at De Tijd | L’Echo) will guide fund professionals from three advanced asset management firms through some pressing matters concerning stagflation.
BNP Parisbas Asset Management, Carmignac and DPAM will shed their light on this environment. Discover their unique takes on investing under the threat of stagflation.
- What are the consequences of skyrocketing inflation for your portfolio and strategy?
- Is a recession looming?
- Can the central banks do something?
- What can you do as an investor or fund manager?
- Where can you hide?
Daniel Morris – Chief Market Strategist BNP Paribas Asset Management
Daniel Morris is Chief Market Strategist at BNP Paribas Asset Management (BNPP AM) and co-head of the Investment Insights Centre. Daniel represents BNPP AM’s house view on assets and the investment outlook to clients, media, and external stakeholders. He joined our company in 2015 and is based in London.
Daniel has 25 years of investment experience. He holds a BA in Mathematics from Pomona College, an MBA from The Wharton School of the University of Pennsylvania, as well as an MA in International Economics and Latin American Studies from Johns Hopkins University. Daniel is a CFA Charterholder.
Kevin Thozet – Portfolio Advisor and Member of the Investment Committee
Kevin joined Carmignac in 2019. He started his career as an English translator and Editor before joining the asset management industry in 2007 as Request For Proposals Manager (RFP) at Axa Investment Managers. In 2011, he joined Edmond de Rothschild Asset Management as Head of the RFP team, before moving to a position of Product Specialist covering Asset Allocation & Sovereign debt portfolios, and finally a position of Head of Product Specialists.
Kevin holds a Master’s degree in management from Paris Dauphine University as well as Master’s degree in bilingual journalism from the Paris Sorbonne University.
Johan Van Geeteruyen – CIO Fundamental Equities
Johan Van Geeteruyen joined DPAM in 1998 as Portfolio adviser. Before his start at DPAM, he already developed key experience in asset management both during his Master degree in Commercial and Financial Science and his studies at the ABAF| BVFA as well as during his career at AXA Bank.
In 2017 Van Geeteruyen became Member of the Management board and in 2021 he became CIO Fundamental Equities.
Johan van Geeteruyen has a combined total of 35 years of asset management experience.