Joachim
Klement
Managing Director, Research Analyst, Strategy, Economics & ESG, Panmure Liberum
Joachim has worked in the investment industry for more than 20 years, mostly on the buy side. He is an investment strategist and ESG specialist within the strategy team.
Before joining Panmure Liberum, Joachim worked as Head of Equity Strategy and Head of Asset Allocation for a major Swiss private bank, as Chief Investment Officer for family offices and institutional investors as well as Head of Research for a boutique investment firm.
Joachim holds a Masters in Mathematics from ETH Zurich and a Masters in Economics from the University of Hagen. He is the author of “7 Mistakes every Investor Makes” and “Geo-Economics: The Interplay between Geopolitics, Economics, and Investments”. He also publishes the free substack “Klement on Investing”.
Was Sie erwartet
In a world where geopolitics increasingly drives markets, can investors still rely on economic fundamentals, or has the logic of investing changed? With his new brief „The Geoeconomic Decade“, expert Joachim Klement updates the themes of his CFA Institute Research Foundation monograph Geoeconomics: The Interplay between Geopolitics, Economics, and Investments. With geopolitical risks increasing in both frequency and severity, this presentation will examine the defining forces shaping this decade, from Europe’s rearmament to the intensifying U.S.-China rivalry, and their implications for global markets.
The Geoeconomic Decade
Seezimmer 3
Mittwoch, 25.02.2026
von
14:00
bis
14:40
English