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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.