
Wird moderiert von
Alexander
Trentin
Redaktor Finanz und Wirtschaft
Alexander Trentin is an editor on the Markets desk at Finanz und Wirtschaft, Switzerland's largest financial newspaper. He focuses on global trends that matter to investors, analyzing international financial markets and the world economy.
A trained economist, he has worked at Finanz und Wirtschaft since 2012. Before that, he gained experience in the financial sector at UBS in Zurich and at the Bank for International Settlements in Basel. From March 2023 to October 2024, he reported for Finanz und Wirtschaft from Shanghai.
In addition to current developments in the business world and financial markets, his interests also include long-term structural trends.

Fabian
Erismann
Portfoliomanager, Earth Resource Investments
Fabian Erismann ist Geologe mit einem MSc in Geologie und einem Advanced Master in Finanzwirtschaft der ETH Zürich. Er verfügt über mehr als 15 Jahre operative Erfahrung im Bergbau, in der Exploration und im Untertagebau.
Seine Laufbahn begann in den Goldminen Südafrikas bei Placer Dome und Barrick, gefolgt von Tätigkeiten in den Erzfeldern Skandinaviens bei Boliden. Von 2013 bis 2022 leitete er das globale Minengeschäft von Sika und war an
grossen Untertageminen in Indonesien, der Mongolei und Lateinamerika beteiligt. Er verfügt über ein breites, globales Netzwerk in der Minenindustrie.

Cosmo
Sturge
Director, Market Strategy, Bakersteel
Cosmo is the Director of Market Strategy at Baker Steel and is based in London.
He joined the firm in 2010 and became a partner in the business in 2017. Cosmo is responsible for the coordination of the firm’s marketing and investor relations activities, alongside market and sector research for use in investor communications.
Prior to joining Baker Steel he worked as a Research Analyst at Independent Strategy Limited, a London-based consultancy focused on macroeconomic and financial markets research.
Cosmo holds the Investment Management Certificate (IMC), a BA in Economics, Politics and Philosophy from the University of Exeter and an MSc in European Political Economy from the London School of Economics.

Kerstin
Hottner
Head of Commodities & Portfolio Manager, Vontobel
Kerstin Hottner joined Vontobel in 2016. She is the Head of the Commodities team within Quantitative Investments.
Prior to joining Vontobel, she worked as a portfolio manager starting in 2014 at Vescore (integrated into Vontobel in 2016), where she invested in commodities both as a stand-alone asset class and in a multi-asset context since 2015. Her commodity views have been published by various media outlets over the past years, and she has been a regular contributor to the Xtra Gold podcast.
Kerstin holds a Master of Science in Economics from Ludwig-Maximilians-Universität München (Germany). She is also a CFA® charterholder.
What to expect
Commodities are at the centre of geopolitical power shifts. Whether energy, rare earths or critical metals – global supply security is increasingly becoming a political battleground. What does this mean for investors?
Trump, Wars and Commodities
Vortragssaal 1
Mittwoch, 25.02.2026
from
17:30
until
18:10
Englisch