Saxo Bank : Beyond the Consensus – Navigating Future Portfolios on January 28th in Zurich
Join us & Saxo Bank for the outlook for 2026, featuring Charu Chanana, Chief Investment Strategist at Saxo Markets, Singapore.
This event promises to be a fast-paced, insight-rich briefing tailored for investors seeking a clearer framework to navigate the upcoming year. Together with Charu, we will explore the forces shaping markets in 2026 and how to think about portfolio positioning in a world where active investing may matter more than passive exposure.
Topics we will explore include:
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AI: Are we nearing bubble territory—or the start of a much broader monetisation cycle?
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Gold & real assets: Can momentum continue as trust, geopolitics and “Swiss Fortress” dynamics take centre stage?
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Power & nuclear: Is nuclear’s comeback real—and what could a potential Switzerland’s “Green Revolution” mean?
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Rates: Are markets far too confident about a smooth rate-cut path?
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Switzerland: What the UBS–US narrative and regulatory debate reveal about the future of Swiss finance?
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China & Asia: Is China investable again—or mostly a trading story as Asia becomes the engine of global themes?
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FX: Could a resurgence in FX volatility reshape global returns, with CHF acting as a real-time risk gauge?
We will also discuss strategies for portfolio allocation amidst a landscape of dispersion, shifting growth trajectories, and evolving geopolitical dynamics. Our focus will be on scenarios and risk drivers that impact investments.
We look forward to seeing you there!
The Members & Guests ticket sales has ended!

