L'AGEFI's Institutional Day

Donald Trump's re-election to the US presidential election is reshuffling the geopolitical and economic cards on a global scale. Naturally, investors must adapt by adjusting their asset allocation. What are the recipes for building a high-performance portfolio in 2025? What place should be reserved for US or European equities, corporate debt and unlisted assets in a context of falling interest rates in the eurozone?

In France, government instability and the budgetary trajectory are calling into question the place occupied by French debt relative to other sovereign debts within portfolios. Which government bonds should be favored today?

Political developments are also having an impact on sustainable finance. Will advances in ESG be at the expense of demands for regulatory simplification, particularly in the European Union? How are institutional investors reacting to this new paradigm for assessing social and governance issues? Or, on the contrary, will they find it an opportunity to broaden their investment horizons, for example by financing the defense sector? And for those most committed to the digital transition, how can we integrate the impacts of generative AI?

To answer these questions, I invite you to join me on June 12 at theShangri-La Hotel in Paris for L'AGEFI'sInstitutional Day , which now brings together two major events, the Institutional Investors Forum in the morning and the ESG & Impact Investing Forum in the afternoon. This day of debate will bring together leading French investors and top experts. And to open the discussion, L'AGEFI and AF2I will be previewing the key findings of the annual survey of French institutional portfolios.