Probus Pleion Quarterly Outlook Q2, 2026

Time:

• CET: 09:30 AM

• Hong Kong & Singapore: 4:30 PM

Global markets are at a pivotal moment: from the Supreme Court's landmark ruling on Trump's reciprocal tariffs, to mounting uncertainty around equities, the USD, and a rapidly evolving commodities landscape.

Join us for an insightful webinar with industry experts Adrian Kirigin and Erich Meier.

Adrian Kirigin will kick off our session by providing a comprehensive outlook for the upcoming quarter, covering the macroeconomic picture, interest rates, equity performance, gold, and commodities.

Erich Meier will then take us through a timely and compelling discussion on commodities and metals, including their role in the ongoing USD debasement trade, and what this means for investors going forward.

Reserve your spot today! Feel free to send us any specific questions you'd like addressed during the webinar.

Our speakers

Adrian Kirigin

CIO

Probus Pleion Middle East Limited

(Dubai, UAE)

Erich Meier, CFA

CEO and Partner

Konwave AG

(Herisau, Switzerland)

About Erich Meier

Erich Meier joined Konwave AG as a partner and CEO in April 2012. Since its establishment, Konwave AG has specialized in the niche market “gold mining equities”. The company manages following funds: Gold 2000 Ltd., Multipartner Konwave Gold Equity fund and Gold 3000 Ltd. Because of his strong and often controversial views to macro themes as well as commodity themes, Erich Meier is a regularly invited as a guest at roundtable discussions and presenter at investment conferences.

Before joining Konwave AG, Erich Meier was working for 14 years at Zuercher Kantonal bank (1998-2012), the third biggest bank in Switzerland, where he was a director. He was responsible within the asset management for the tactical asset allocation, strategic asset allocation funds and all active equity institutional and retail funds. In 2002 he took over as Managing Director the investment company (ZKB Finanz Vision) which he managed until end of 2005. Because of his very pessimistic view on the banking industry, he decided to give up this task and started the commodity equity fund ZKB Ressourcen Vision, which he was managing successfully (best commodity equity fund since inception until he left ZKB. Source: Lipper). In addition to that he was the co-founder of the Swiss Gold ETF (ZKB Gold ETF) and managed that product (> USD 10 bn.) as a fund manager. All these various functions he had until he decided to leave ZKB and to join Konwave AG.

From 1985 until 1998 he was working for 13 years at UBS in different functions (Wealth Management, Private Banking, etc.) and in different locations (Zurich, London, Geneva, etc.).

Erich Meier is a holder and a member of the CFA Institute and holds the Swiss banking diploma.

Your host

Mark Staudenmann

Partner

Probus Pleion Suisse SA (Zurich, Switzerland)

e  mstaudenmann@probuspleion.ch

t  +41 43 322 15 80