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.

Investment director
abrdn Investments

Mark is a member of the global fixed income team at abrdn based in Edinburgh. He has been running corporate bond funds since 2010 across a variety of strategies from investment grade to unconstrained. He is the lead manager on both the abrdn Global Income Bond and Short Dated Enhanced Income funds.

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.

Portfolio director, scottish mortgage investment trust
Baillie Gifford

Claire joined Baillie Gifford in 2019 as an investment specialist for the Scottish Mortgage Investment Trust. Prior to this, since 2014, she was a portfolio manager of European small- and mid-caps at SYZ AM and previously spent six years at Franklin Templeton on the European equities team. 

Boston Partners

Robeco BP Global Premium Equities Fund

 

Portfolio manager
Boston Partners

Christopher is a portfolio manager of the Boston Partners Global Equity and Boston Partners International Equity strategies, with primary responsibility for managing the firm’s Global Equity long portfolios. Prior to this, he was the portfolio manager of the Boston Partners International Small Cap Value product, and, before that, an assistant portfolio manager of the Boston Partners Small Cap Value products for three years. Previously, he was a research analyst specialising in the conglomerates, engineering and construction, building, machinery, aerospace and defence, and Reits sectors of the equity market. He joined the firm in 2002 from Fidelity Investments where he was a research analyst.

Comgest

Comgest Growth Europe Compounders

 

Analyst/portfolio manager
Comgest

James joined Comgest in 2018 and is an analyst and portfolio manager specialising in European equities. He contributes widely to the investment team’s research coverage for a diverse selection of pan-European quality growth stocks. He started his career in 2011 as an analyst at Credit Suisse and, prior to joining Comgest, spent four years as a global generalist at Capital Group.

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.

Fund manager
Downing Fund Managers

Mike and Pras have been the fund managers of the VT Downing European Unconstrained Income Fund since launch in November 2020. Mike has more than 20 years' experience in the industry and more than 12 years' experience managing European equity portfolios.

Fund manager
Downing Fund Managers

Pras and Mike have been the fund managers of the VT Downing European Unconstrained Income Fund since launch in November 2020. Pras has more than 11 years' investment experience.

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.

Head of Pooled Index strategy
LGIM

Michael focuses on the creation and ongoing support of investment strategies for LGIM's ETFs as well as the strategic role for ETFs within the business. Before joining in 2019, he worked in ETF product development at Invesco, developing and supporting a wide range of ETFs across all asset classes.

M&G Investments

M&G Short Dated Corporate Bond Fund

 

Fund manager
M&G Investments

Matthew joined M&G in 2007 as a fund managers’ assistant, covering fixed income funds. He became deputy manager of the Short Dated Corporate Bond strategy in 2011 and, two years later, was appointed manager. In 2015 he started managing the Gilt & Fixed Interest Income strategy and in June 2021 became manager of the European Inflation Linked Corporate Bond strategy and deputy manager of the UK Inflation Linked Corporate Bond strategy.

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.

Senior managing director, partner, equity portfolio manager
Wellington Management

Anna is a portfolio manager on the Global/International Perspectives Team managing equity assets. She works in the London office. Before joining Wellington in 2017, she was head of investments at Montanaro AM, a boutique specialising in European small- and mid-cap equities. Before that, she managed Pan-European small- and mid-cap funds at PineBridge Investments, formerly AIG Investments. She began her career in the pharmaceutical industry as a product manager at AstraZeneca.