Asset Management Summer University 2022

The 9th edition of the Asset Management Summer University is taking place in an unprecedented context. As we are barely recovering from a global pandemic that has lasted for more than 2 years, we are now facing a war waged within the borders of Europe by Russia, with already short-term consequences on all financial markets: Commodity markets, emerging markets, etc. In the longer term, as war returns and several countries with authoritarian regimes threaten our liberal democracies, the question of European sovereignty is becoming even more pressing.

Indeed, the COVID crisis had already raised the question of our interdependence regarding our supplies. This dark episode that began in February 2022, reminds us of our weaknesses and the strategic sectors that will need to be strengthened in the future: energy, defense, food, in addition to health.

This global crisis comes at a time when inflation levels are already historically high. I…