Navigating the Current Markets: Investment Trends & Portfolio Strategy - Monaco
- June 11, 2025
- 8:30 a.m. - 10:30 a.m. CEST
- Hôtel Hermitage Monte-Carlo, Sq. Beaumarchais, 98000 Monaco
Join MSCI for an exclusive, forward-looking session that connects the dots between today’s shifting macroeconomic environment and tomorrow’s most resilient investment strategies.
From listed equities to private markets and real assets, we’ll explore how current economic forces are reshaping asset allocation—and what that means for building smarter, more adaptive portfolios.
Featuring two leading experts, Dr. Christophe Barraud, Chief Economist and Strategist, Market Securities Monaco and Dr. Dhruv Sharma, Executive Director, MSCI Research, this event is a unique opportunity to gain exclusive, data-driven perspectives from those shaping the future of investment analysis.
Gain insights from two distinguished experts as we connect the macroeconomic outlook with practical strategies for total portfolio construction.
Agenda
8:30 a.m. ・Registration & Networking breakfast
9:00 a.m. ・Opening Remarks
9:05 a.m.・Dr. Christophe Barraud, Chief Economist and Strategist, Market Securities Monaco S.A.M
Widely recognized as one of the most accurate macro forecasters, Dr. Christophe Barraud has been ranked multiple times as Bloomberg’s Top Forecaster of the U.S. Economy. With a PhD in economics, he brings deep expertise in global macro trends. He will share his latest views on growth, inflation, central bank policy, and the key global forces shaping markets in 2025.
9:35 a.m. ・Dr. Dhruv Sharma, Executive Director, MSCI Research, MSCI
Dr. Dhruv Sharma holds a PhD in statistical physics. At MSCI, he leads research on multi-asset class portfolios and investment strategy. Dhruv will explore how investors can build diversified, personalized portfolios by adapting their approach to today’s evolving risk landscape and long-term structural shifts.
10:00 a.m.・Networking & refreshments
10:30 a.m.・Event concludes