Speakers and topics
More to be announced soon
Are your clients ready for outcome-based fixed income solutions?
abrdn Sicav I – Short Dated Enhanced Income Fund & abrdn Sicav II – Global Income Bond Fund
Many of today’s investors have substantial cash allocations that are designed to deliver yield, reduce risk and/or help with liquidity. But what happens when interest rates start to go down and yields on cash start to fall? Join abrdn Investments fixed income investment director Mark Munro as he explains the benefits of two global ‘best ideas’ outcome-oriented fixed income solutions, the abrdn Global Income Bond Fund and abrdn Short Dated Enhanced Income Fund. If you want to lock in a higher level of income for your clients without exposing them to higher levels of volatility either of these funds might be worthy of consideration.
Capturing alpha through multi-decade megatrends
Global Sustainable Infrastructure Fund
Colm will discuss the megatrends which have driven KBIGI excess alpha for the past 18 years, why he believes these alpha drivers are even stronger today and why he sees thematic investing as a global equity diversifier.
The power of blue sky thinking
Scottish Mortgage Investment Trust
The purpose of Scottish Mortgage is to identify, own and support the world’s most exceptional growth companies, whether public or private. The returns from the Scottish Mortgage portfolio over the past 10 years reveal a clear pattern. Yes - it has made some mistakes, however, it has also made some very successful investments. The returns from winners has been many multiples of the initial investment: NVIDIA; Tesla; and Amazon to name a few. To deliver these large multiple returns at scale, companies either need to be tapping into or driving a significant structural change in the economy. The philosophy is designed around the concept that the only thing you can count on is change. The process is firmly geared to the profit pools of the future and making sure Scottish Mortgage is well positioned to capture the next generation of winners.
Higher for longer: why global value equities are poised for a strong resurgence
Robeco BP Global Premium Equities Fund
Over the past 15 years, global markets have experienced a wide variety of anomalies, ranging from the Great Financial Crisis to Brexit. Through all of these varying environments, the Robeco BP Global Premium Equities Fund has remained unwaveringly committed to its value discipline and its time-tested investment philosophy and process. It is an all-cap global equity fund which focuses on constructing a portfolio from the bottom up, centred on attractively priced companies with excellent fundamental quality and business momentum in all market environments. This philosophy, employed by a consistent team, has delivered excellent returns, driving alpha through stock selection. While the mega-cap magnificent seven companies and growth funds have mostly posted strong results in a very concentrated market, value has quietly produced highly competitive returns and is poised for a period of outperformance given much more reasonable valuations, growing earnings and a higher for longer environment. Chris has managed the portfolio since 2008 and will make the case for value in a new market environment that is likely to look very different to the past 15 years.
European equities: what doesn’t change in a fast-changing world
Comgest Growth Europe ex UK Compounders
Within its newly launched Europe ex UK Compounders fund Comgest seeks companies that have consistent qualities: longevity; durability; and visibility of their growth. These are key characteristics which make excellent compounding stocks that can stand the test of time. These high-quality companies are typically global industry leaders who, despite financial, economic and geopolitical crises, continue to innovate, expand and achieve earnings growth, while staying true to their cultural values and long-term vision. James will highlight the key elements of the strategy's investment approach, as well as some stock examples of what makes a successful compounder.
Europe's resurgence: reasons for optimism
VT Downing European Unconstrained Income Fund
Europe is currently at its most affordable relative to the US in more than 15 years, smaller companies within Europe are experiencing all-time low valuations and European investments have been underrepresented among clients (but this trend is beginning to shift). The macroeconomic landscape in Europe is showing encouraging signs of recovery and corporate earnings in Europe are improving and surpassing expectations. The VT Downing European Unconstrained Income Fund is perfectly positioned to seize this unique opportunity and help you access great valuations whilst diversifying your exposures.
GEM ex-China: unlocking EM growth in a shifting landscape
Eastspring Investments - Global EM ex China Dynamic Fund - C
Global emerging markets continue to evolve over time, with dominant countries and sectors shifting through economic and geopolitical cycles. Today, investors are very focused on how to think about China's role in their EM portfolio. Whether it remains part of EM allocation, a discrete allocation or to avoid it all together. During the presentation we Navin will focus on the case for an emerging market investment opportunity outside China and present his thoughts on how best to capture the returns from these ideas over time.
Taking stock of Japanese companies amid slowing US growth
Jupiter Japan Income Fund
The recent whipsaw in Japanese stocks has put the spotlight on the profit outlook for its companies that are heavily reliant on industries and exports. Slowing US growth, a hawkish Bank of Japan and the yen’s strength are important factors to keep in mind. Mitesh will discuss how a portfolio combining income along with the prospect of capital growth can be constructed in Japanese equities and analyse the opportunities and risks posed by the current environment.
Decarbonisation is bullish transition commodities
Pooled Index Strategy
By 2040, the market value of key energy transition minerals will more than double, under climate-driven scenarios modelled by the IEA1. Join Michael to discover the metals enabling electrification, the role of transition energy sources in bridging the gap to next zero and how carbon pricing works. The energy transition isn’t only an equities story, LGIM believes commodities are a fundamentally different way of accessing the theme, providing a range of potential benefits in a multi-asset portfolio.
Transition materials: essential elements of system-level change
LO Funds – Transition Materials
As the demand for renewable energy, artificial intelligence and net-zero technologies surges, key commodities are becoming vital for powering the rewiring of the global economy. Marc will unpack the investment opportunity provided by transition materials as a strategic allocation for a multi-asset portfolio as our economic system transforms.
Resilience and lower volatility of short-dated credit: why M&G believes it should form part of your asset allocation
M&G Short Dated Corporate Bond Fund
M&G Short Dated Corporate Bond Fund manager Matt Russell discusses the potential benefits of having an allocation to short-dated credit in your portfolios. The resilience of the asset class through different market conditions and how its lower volatility offers it a role alongside a more traditional corporate bond fund. Matt will discuss how M&G implements its short-dated strategy and what makes the fund at M&G different to the other short-dated offerings in the market.