About the event

We are pleased to invite you to our annual roundtable luncheon Horizon 2024, where we delve into the evolving economic landscape shaped by restrictive monetary policies. In this challenging context, we will explore the ongoing opportunities in equity markets. Does the 'higher for longer' interest rate environment favor the value style? Will the quality approach still thrive? And which growth sectors distinguish themselves from the rest?

Join us for a thought-provoking discussion as Rothschild & Co's equity fund managers offer their insights on their strategies and share their opinions on what lies ahead in 2024.

The panel discussion will take place on Monday November 20th at noon and will be held at The Park Hyatt, located at Beethovenstrasse 21, 24 8002 Zurich. 

Program

• 12:00am : Welcome
• 12:15am : Horizon 2024 : Unveiling our main equity convictions