The Central & Eastern European Forum 2016

Gyula Toth

Portfolio Manager

MEAG Munich Ergo Asset Management

Gyula Toth started his career at the National Bank of Hungary in 2002 in the Financial Stability Division. He joined UniCredit in 2005 where he started as EM country economist and in 2009 became head of EEMEA FI/FX strategy for the entire group.  During this period UniCredit CEEMEA research and strategy became one of the most respected houses for the region with a significant  positive impact on the bank's market activity and client coverage. He joined the buy side in 2012 with a start-up macro hedge fund in Vienna, Ithuba Capital. He was portfolio manager for an absolute return global macro fund (Ithuba Macro Opportunities Fund) and a benchmarked EU fixed income fund. His key focus was on CEEMEA financial markets (FX and fixed income instruments, cash and derivatives) with a very strong bottom up macro based approach, building on his previous experience at UniCredit. He joined MEAG in 2015 where he manages global EM fixed income portfolios for MünichRe (world largest reinsurer) and Ergo in hard currency and local currency fixed income markets. The group is among the most significant continental European EM fixed income market participants.

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Tue 19 - Wed 20 Jan 2016

The Hilton Vienna, Vienna