Speakers and topics

The case for sustainable global equity

Allianz Global Sustainability Fund

Allianz Global Investors is excited to announce that Giles Money and Alex Bibani have very recently taken over the responsibility for the $3bn Allianz Global Sustainability strategy. With a proliferation of SFDR Article 8 Funds, Alex will highlight their 'best in class' approach to ESG integration, how they seek alpha generation without factor-bias and why they believe AllianzGI provides what is needed to deliver sustainable investing: scale; data; and people.

Senior fund manager
Allianz Global Investors

Alex joined Allianz Global Investors in 2022. He is part of the thematic equity team, with a focus on SDG-aligned investing and sustainability. He manages the team’s multi-SDG strategy: Allianz Positive Change. Prior to joining, he was a fund manager with Sarasin & Partners managing thematically and sustainability-focused global equity funds. He was also an equity analyst at IFM Investors in Sydney for three years.

Senior product specialist
Allianz Global Investors

Stephanie has over 25 years of investment experience, having held various roles over the years as an equity analyst at Societe Generale, fund manager at F&C and consultant at Ernst& Young. She has been a product specialist since 2008 firstly at Fidelity International and then at Artemis Investment Management prior to joining Allianz GI in October 2023

AVI: quality assets, discounted valuations and corporate catalysts

AVI Global

AVI's specialised and differentiated approach to investing, focusing on misunderstood and under-researched companies, with catalysts to unlock and drive value, is increasingly relevant in a complex backdrop for equity markets. Joe will discuss where he is finding inefficiencies across global markets and where the best opportunities exist.

Chief executive officer and chief investment officer
AVI

Joe is the manager of AVI Global Trust and AVI Japan Opportunity Trust and is responsible for all investment decisions across AVI’s strategies. He has more than 24 years’ experience in the finance industry. Before joining AVI in 2002, he worked for six years at a real estate investment organisation in London.

A distinctive DNA

Scottish Mortgage Investment Trust PLC

Scottish Mortgage looks to identify, own and support the world’s most exceptional growth companies. This presentation looks to uncover the characteristics of the trust that give it a unique DNA, exploring everything from access and reputation, the investments in private companies and the firm's ability to provide long-term, patient capital to the portfolio's holdings.

Investment specialist director
Baillie Gifford

Claire joined Baillie Gifford in 2019 as an investment specialist for the Scottish Mortgage Investment Trust. Prior to this, she was a portfolio manager of European small- and mid-caps at SYZ Asset Management and previously spent six years at Franklin Templeton on the European equities team.

The role of materials in the low carbon transition

BlackRock Global Funds (BGF) Brown to Green Materials Fund

The Brown to Green Materials theme invests in companies related to the need for materials in the low carbon transition and the need for materials companies to reduce their own emissions intensity. Evy believes the most effective transition strategies will target the highest emitting areas of the equity market such as materials. The materials sector is also in a unique position. It simultaneously accounts for a significant proportion of global emissions and is crucial for the low carbon transition in supplying materials required to build lower carbon technologies. We are at a tipping point for lower carbon solutions like renewable energy and electric vehicles.

Global head of thematic and sector based investing
BlackRock

Evy is the global head of thematic and sector-based investing and team leader for the natural resources team within the BlackRock's fundamental equity group. He is responsible for the platform of Thematic and Sector products and co-manages the BGF World Gold, BlackRock Gold and General, BGF World Mining, BGF Circular Economy and BGF Brown to Green Materials funds.

Head of thematic and sector product strategy
BlackRock

Rob's role encompasses business development, product strategy and client communications with responsibility for both active equity and ETF products. He joined BlackRock in 2015 from Legal & General IM where he was product specialist for the fundamental active equity business focusing on Asian and UK equity income strategies.

Why invest in emerging market debt now: restating the investment case

Candriam Bonds Emerging Markets

Emerging market debt has been in the doldrums over the past five years. Why should 2024 be different? Fixed income asset segments, and especially the ones offering spread versus core rates like HY and EMD, are expected to outperform equities. The carry of EMD is attractive from historical perspective. Avoiding drawdowns and investing in credits with upside or successful asset selection remains key to extracting the asset class value. Allocations to riskier fixed income asset classes may only materialise after US cash no longer offers anywhere close to 5% but timing of allocation decisions is never straightforward. The best strategy may just be to add to attractive fixed income asset segments patiently, and on dips over the next few months.


Head of emerging market debt
Candriam

Diliana has been head of emerging market debt at Candriam since 2015. She started her career at ING IM in the Netherlands as a quantitative fixed income analyst in 2002 and was promoted to an EM debt fund manager in 2006. At ING IM, she co-managed and developed investment processes for HC, LC and blend strategies. Between 2011 and 2015, she worked at F&C Investments as a senior emerging fund manager.

Hunting for sustainable franchises at attractive valuations

VT Cantab Sustainable Global Equity

Goldilocks has left the building and investors are understandably fearful of what might happen next. Through use of a Monopoly board and some surreal art, Mark will explain Cantab’s investment philosophy and process. Along the way, he will use examples from the world of sport to highlight the importance of process and discipline and demonstrate Cantab’s investment credentials in an environment of heightened volatility.

Fund manager
Cantab Asset Management

Mark joined Cantab in 2019 and is the fund manager for the VT Cantab Sustainable Global Equity Fund. He has more than 25 years’ experience in equity research and fund management and previously managed Ninety One’s Global Special Situations and American Franchise funds.

The importance of quality in uncertain times

European Select Fund

The global outlook is unclear, with higher-for-longer interest rates and geopolitical risks. High-quality companies with innovative technology, resilient brands and resurgent reinsurers, should find favour. Stock selection and valuation discipline is key.

Portfolio manager
Columbia Threadneedle Investments

Benjamin is a portfolio manager within the European equities team and he has co-managed the Threadneedle European Select strategy since April 2019. Benjamin joined the European equities team in 2015 as an equity analyst, where he was responsible for researching small cap European companies. In this role, he was also deputy portfolio manager of the Threadneedle European Smaller Companies strategy. Before joining the company, Benjamin spent six years with Goldman Sachs, where he worked as an equity research analyst within the European mid cap team covering companies across a range of industry sectors.

Concrete and cables: the foundations of our digital future

VT Gravis Digital Infrastructure Income Fund

The transition from analogue to digital has been underway for some time and is only set to continue. Supporting this digital revolution is critical physical infrastructure – the concrete and cables enabling our digital interactions. From data centres to telecom towers, logistics warehouses supporting e-commerce, to fibre optic networks, Matthew will explore the opportunities for predictable long-term income that can be found by investing in the companies that own the physical infrastructure assets that are vital to the transition to the digital world.

Director of real estate securities and fund manager
Gravis

Matthew is responsible for the oversight of the VT Gravis UK Listed Property (PAIF) Fund and the VT Gravis Digital Infrastructure Income Fund. He has more than two decades investment management experience and has a specialist focus on real estate securities and digital infrastructure investments. 

Europe’s evolution brings new opportunities for outperformance

JOHCM Continental European Fund

Europe’s evolution is often overlooked despite being the home of megatrends. Outflows are creating opportunity across the continent and in fact Europe was the only developed area with positive earnings momentum in 2023. Paul will discuss how his pragmatic approach captures where macro meets micro while being enhanced by core thematic exposure.

Senior fund manager
J O Hambro Capital Management

Paul is senior fund manager of the JOHCM Continental European Fund. His previous industry experience includes serving as a pan-European fund manager at Sanwa AM and a fund management role at Newton IM. He began his career at Barclays Capital within its capital markets division.

Investing in Asia for income and growth

Jupiter Asian Income Fund

The Asia Pacific region brings together some of the highest-quality developed markets, with some of the world’s most dynamic emerging markets. Jason will discuss how he and the team seek to identify the best opportunities in the region, focusing on companies that have both the ability and the willingness to pay dividends while also being mindful of investing in companies with strong growth potential.

Investment manager, Asian equity income
Jupiter Asset Management

Before joining Jupiter in 2015, Jason worked at Newton, where he headed the Asian equities team and managed a number of funds, including an Asian equity income fund from 2005 until 2015. Prior to this, he was responsible for stock selection and asset allocation in the Asia ex-Japan region for the BP Pension Fund.

A great time to buy Global Bonds

M&G Global Government Bond Fund

With the adjustment in “risk free” rates across the globe over the last 12-18 months, we find ourselves in a world where core Sovereign Bond yields are amongst the most attractive levels seen over the last 16 years. As we approach the likely end of the current hiking cycle, the prospect of medium term returns from fixed income outstripping equity is now a real possibility. Eva will cover the dynamics in play in the bond market and how a selective approach in the Sovereign bond space can improve the return profile of portfolios.


Fund manager
M&G Investments

Eva joined the Wholesale Fixed Income team in September 2019 as Junior Macro Fund Manager. Her role involves implementing macroeconomic trade ideas in the Global Macro Bond Funds and the Absolute Return Bond Funds. Prior to this role, she joined M&G in 2018 on the Investment Graduate Scheme, rotating across several business areas including Emerging Market Debt, Corporate Credit Research, Real Estate and Long Term Investment Strategy.

Seeking intrinsic value in a new paradigm

MFS Meridian Funds – Global Intrinsic Value Fund

We have experienced a paradigm shift that has taken us from a low volatility environment into a higher interest rate, higher inflation and higher volatility landscape. Victoria will discuss how the MFS Meridian Global Intrinsic Value Fund has repositioned for this new environment and why she believes that a relentless focus on intrinsic value, downside and cashflows over earnings can help manage client’s capital and generate stronger, risk adjusted returns over the long term.

Institutional equity portfolio manager
MFS

Victoria is an investment officer and institutional equity portfolio manager MFS Meridian® Funds – Global Intrinsic Value Fund. In her role, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She is also responsible for communicating investment policy, strategy and positioning. Victoria joined MFS in 2011 in her current role. Before that she spent three years at Fidelity International as a UK institutional client director.

Credit investing in the new regime

Wellington Global Credit ESG Fund

The investment landscape for credit is evolving and a new regime with a different set of opportunities and risks has emerged. We believe that today global investment grade credit markets offer real opportunity, but managers must take an active and pragmatic approach. Wellington’s Global Credit Team has seen a string of different environments and cycles since beginning to manage global corporate credit in 2001. Leaning on that experience, we discuss how we believe the Global Credit ESG Fund is well positioned to take advantage of this profound change in the economic environment.

Investment director
Wellington Management

As an investment director within the fixed income platform, Paul works closely with the specialist teams to help ensure the integrity of their investment approaches. He also serves as a thought partner for the distribution partners on their fixed income allocations.