![logo](https://evessio.s3.amazonaws.com/customer/b6a0b945-3caf-4494-8a6c-a88e71f3baad/event/71bc7929-471c-47e8-93d7-5b194b7990c4/media/cropped_57b942c4-node_PA_Logo_white_Thumbnail_Medium.png)
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.
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.
Boston Partners
Robeco BP Global Premium Equities Fund
Comgest
Comgest Growth Europe Compounders
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.
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.
M&G Investments
M&G Short Dated Corporate Bond Fund
The global small-cap advantage: big ideas can come in small (cap) sizes
Global/International Perspectives
The Wellington Global Perspectives Fund is Wellington’s flagship global small-cap fund bringing together its best ideas from around the world. But how strong is the case for small-cap investments today? Anna will discuss the outlook for this asset class, highlight some of the firms most exciting ideas across sectors and explain why combining them in a core, risk-managed portfolio can help investors achieve attractive risk-adjusted returns within a historically volatile asset class.