Speakers and topics
How derivatives can enhance portfolios in uncertain markets
Escalating global trade tensions are changing the landscape for equities, and meanwhile growing concerns around stagflation might put pressure on bond allocations. This is a difficult market to invest in with conviction.
Due to their defined nature, Nina will explain how different derivative-based solutions, when used properly, can enhance an investor’s toolkit in these uncertain markets. Specifically by: increasing the probability of desired outcomes; being clear when those outcomes will not be achieved; and getting to those outcomes via a more predictable journey.
Staying the course in a perfect storm
DWS Concept Kaldemorgen / DWS Multi Asset Total Return
TINA or Turner: what happens if US exceptionalism fails?
The first quarter of 2025 has been a significant change in market leadership, with European equities outpacing the US for the first time in a long time. Investors must confront how the changing landscape for US trade policy, overall market risk and spiking volatility impact portfolio positioning. In this session, Ryan will discuss the drivers behind this year’s market moves and highlight opportunities that ETFs can unlock in US equity positioning looking forward.