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Episode 45 - Treasury Talk! Staying the course in the crisis


Current investment and ALM strategies

Emine Ünal
344 views -
10 February 2026

Volatile markets, geopolitical uncertainty and a profound shift in interest rates are raising fundamental questions for investors and treasurers. How can one stay on course in this environment?

In the podcast following the Structured Finance roundtable, Gregor Stephan (Head of Asset Management), Christian Ciszewski (Siemens Healthineers), Bernhard Groetsch (Rohde & Schwarz) and Olaf John (LGIM) discuss current investment and ALM strategies. The focus is on comparing asset-only approaches with liability-driven perspectives on the global economy, interest rates and capital markets.

For anyone who missed the roundtable – or who would like to explore the discussion in more depth.

 

Have a listen now!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note on the podcast content