SAMT Webinar: Navigating Markets with Tactical Strategy
Join four leading market experts for a 90 minute deep dive into today’s volatile market environment.
As macro conditions shift and cross-asset signals turn more tactical, our speakers will share practical frameworks, timing models, and multi-asset insights to help investors anticipate key turning points and position portfolios more effectively.
Registration required
Join us for our next Technical Analysis event of SAMT: 10. December 2025 / 18:30
- SAMT Members: this event is completely FREE OF CHARGE (log-in to register), but registration is required.
After log-in, the registration form will appear on the right. - SAMT Guests: please use the registration form to register and pay a guest fee (-50% discount for this special event only).
Not a SAMT-Member yet? Simply JOIN SAMT and enjoy this event for free among many other member benefits.
==> Link to the event will be provided ahead of the event by email
Featured Experts & Topics
Ron William – CIO, RW Advisory
“Rumble in the Jungle” – Volatility, Market Pressure & a Cycle Turning Point
Ron presents the latest findings from his research on the global macro-technical landscape, focusing on the recent burst of volatility and the potential setup for a cycle inflection into Q1 2026.
- US equities down ~5% from 52-week highs; S&P 500 key support at 6500
- Mega-cap concentration risk rising as names like Nvidia & Oracle weaken despite strong results
- Breadth deterioration alongside tightening liquidity and increasing macro uncertainty
- Gold firm around $3,930, digital assets pointing to fading risk appetite
- Timing models signalling an approaching late-cycle transition into early 2026
Core message: Stay flexible, diversify, favour quality, and adopt tactical strategies—volatility can emerge quickly.
Jean-François Owczarczak – Head of Wealth Management, Primis Investment (Suisse) SA
Multi-Asset Outlook – Navigating a Late-Cycle but Still Supportive Market
Jean-François offers a structured cross-asset outlook that blends macro context with proprietary technical insights, highlighting where markets may still have room to run—and where caution is warranted.
- Equities: extended but still supported by late-cycle rotations; not yet in reversal mode
- Yields: may drift lower into Q1 before finding support – not indicative of a full cutting cycle
- FX: expectation of a USD comeback in H1 2026, driven by signs of US economic decoupling
- Gold: potential Spring consolidation, but long-term structural uptrend remains intact
- Oil: stabilisation expected from Spring, followed by a gradual and secular re-acceleration
Core message: The late-cycle environment can remain constructive, but requires active monitoring across rates, FX, and commodities.
Bruno Estier – Strategist, B.E.S.T
FX Turning Points – How Yen, Swiss Franc & Euro–Swiss Shape the USD Outlook
Bruno provides a focused, tactical assessment of major currency pairs, illustrating how cross-currency relationships may help investors refine their broader market view—especially regarding the USD.
- Yen dynamics in relation to global risk sentiment and yield differentials
- Swiss franc trends as a barometer of European and global defensive flows
- Euro–Swiss signals that help modulate and contextualise the USD outlook
- Practical FX implications for portfolio construction and risk management
Core message: FX cross-currents often provide the earliest warning signals for macro turning points.
Moderator: Antoine Reymond – London Stock Exchange Group (LSEG)
Antoine will host the session, guide the discussion across all asset classes, and lead a live Q&A.
Why Attend?
- Learn from four experienced market technicians with complementary methods
- Gain cross-asset context during a period of rising macro uncertainty
- Discover tactical frameworks for trend identification and risk management
- Participate in an interactive Q&A with the speakers
Duration: 90 minutes, including live Q&A.
Date & Location
10. December 2025 / 18:30
online webinar – link will be provided to registrants
