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Shifting Horizons: The Middle East in the Age of Trumponomics 2.0
8 April 2025 3:00 PM GMT+4

Shifting Horizons: The Middle East in the Age of Trumponomics 2.0

In the heart of downtown Dubai, EXANTE Horizon brings together top institutional investors, strategists, and industry leaders to decode Trumponomics 2.0 and explore what’s on the Horizon for financial markets.

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Reading Room

  • Macroeconomic overviews
  • Stocks and ETFs
  • Bonds
  • Alternatives
  • Currencies
  • Emerging Markets
  • Commodities
  • Cryptocurrencies and digital ecosystem developments

About EXANTE Horizon

EXANTE Horizon provides a platform for financial market discussions and networking.

We bring together leading financial market experts in a series of global events to ask them what’s on the horizon for markets and which asset classes they are investing in. Horizon events take place in key financial hubs and burgeoning financial centres across the world. They are live streamed globally.

By bringing you independent expert analysis and opinion, the Horizon series aims to provide you with a broader view that can better inform you and your clients investment decisions.

The Horizon Panel

Arnab Das, PhD

Arnab Das, PhD

Head of Global Strategy EMEA, Invesco
Arnab joined Invesco in 2015, leading EM macro research for Fixed Income. With a career in finance since 1992, he has held senior roles including Co-head of Economic Research at Roubini Global Economics and Global FX and EM Strategy leadership positions at Dresdner Kleinwort and JP Morgan.
Jarosław Jamka, PhD

Jarosław Jamka, PhD

Vice President of the Management Board, NDM SA
Jarosław, a licensed investment advisor and broker, has over 30 years of experience in global macro and multi-asset strategies. He has held leadership roles at ING PTE, Ipopema TFI, and Quercus TFI, managing Poland’s largest pension fund and advising on billions in AUM.
Professor Grzegorz W. Kołodko

Professor Grzegorz W. Kołodko

Former Finance Minister and Deputy Prime Minister
A globally cited Polish economist, Grzegorz is the Director of TIGER at Kozminski University. His recent works include Global Consequences of Russia's Invasion of Ukraine (2023) and Political Economy of New Pragmatism (2022). He focuses on global transformation and economics
Andrew Kenningham

Andrew Kenningham

Chief Europe Economist, Capital Economics
Andrew has overall responsibility for running the European economics service at Capital Economics and contributes to their international economic analysis. Andrew joined Capital Economics in 2011 and has extensive experience as an international economist including as Deputy Chief Economist in the Foreign and Commonwealth Office and working for Merrill Lynch’s fixed income business. Andrew has lived and worked as an economist in both Bulgaria and India. He has degrees in Economics and Economic History from Manchester University and the London School of Economics.
Fiona Mullen

Fiona Mullen

Founder Sapients Economics
Fiona Mullen has been providing in-depth and independent economic and political analysis for well over 20 years. She founded Sapienta Economics Ltd in 2006 and is the author of the flagship monthly Sapienta Country Analysis Cyprus. Clients include international institutions, oil and gas majors, big four accounting firms, institutional investors, banks and more than a dozen embassies. Mullen is a registered holder of the Advanced Exam Certificate of CySEC, Cyprus’ financial regulator.
Hannah Gooch-Peters

Hannah Gooch-Peters

Global Equity Investment
Analyst, SANLAM
Hannah joined Sanlam as global equity investment analyst in September 2015, providing insight and input into the research process and strategy discussions in a team covering both funds and discretionary segregated mandates totalling $1.5 billion across the Global High Quality strategy. She is a regular on Bloomberg TV, CNBC and Sky.
Hannah was awarded Investment Week’s ‘Young Investment Woman of the Year’ 2018.
Gregory Klumov

Gregory Klumov

CEO STASIS
Gregory is an alternative asset management specialist with 20+ years of experience crafting complex multi-strategies for international markets and venture capital funding, an avid Decentralised Finance researcher, and an E-money 2.0 directive advocate.
As an expert in liquid and digital alternatives, as well as more traditional portfolio investments, Gregory now aims to shift stakeholders' mindsets to embrace cryptocurrency technologies.
Nick Kissack

Nick Kissack

Portfolio
Manager, Schroders
Nick Kissack is a UK and EU equity portfolio manager at Schroders. He joined Schroders in 2018 and is based in London. He was a Portfolio Manager at Janus Henderson from 2014 to 2018, involved in Pan-European long-only and long-short funds. Nick is a CFA Charterholder and has a BSc in Economics & Finance from the University of York.
David Buik MBE

David Buik MBE

financial
commentator
David Buik was appointed as a Member of the order of the British Empire in 2016 for his services to Financial Services. He is a businessman and financial pundit for the BBC and other British, American and Australian television channels and radio stations.He has appeared as a financial pundit on the BBC, Bloomberg Television, CNN International ABC News (Australia) and LBC Radio.
Arnab Das

Arnab Das

Head of Global
strategy EMEA, Invesco
Arnab joined Invesco in 2015 as Head of EM macro research for Invesco Fixed Income. He began his career in finance in 1992 and has served as Co-head of Economic Research & Strategy at Roubini Global Economics; Co-head of Global Economics & Strategy, Head of Global FX Research, and Head of EM Economics & Strategy at Dresdner Kleinwort; and Head of EEMEA Research at JP Morgan.
Bryn Jones

Bryn Jones

head of fixed income,
Rathbones
Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.

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