Agenda

This event takes place live online using Zoom and the agenda outline is below. During the event you will be able to see the presenter, their slides and you will have the opportunity to ask questions. We strongly encourage the use of video during the event to maximise engagement


10:00-10:05

Welcome address by Investment Week



Virtual Room 1 Virtual Room 2 Virtual Room 3
10:05-10:40

Carmignac     
Fund: Carmignac Portfolio Grande Europe 

Principal Global Investors

Fund: Finisterre Unconstrained Emerging Markets Fixed Income

Baillie Gifford
Fund: Worldwide Japanese Fund

10:45-11:20

Baillie Gifford     
Fund: Worldwide Japanese Fund

Carmignac
Fund: Carmignac Portfolio Grande Europe    

Principal Global Investors

Fund: Finisterre Unconstrained Emerging Markets Fixed Income

11:25-12:00

Principal Global Investors

Fund: Finisterre Unconstrained Emerging Markets Fixed Income

Baillie Gifford
Fund: Worldwide Japanese Fund

Carmignac
Fund: Carmignac Portfolio Grande Europe


Baillie Gifford

Tolibjon Tursunov, Investment Manager
Thomas Patchett, Japan Product Specialist
Fund: Worldwide Japanese Fund

Investing in Growth Companies in Japan
Baillie Gifford’s Japanese equities team has a genuinely long-term perspective, focusses on growth businesses and runs highly differentiated portfolios. Investment Manager Tolibjon Tursunov and Japanese specialist Thomas Patchett will discuss the range of entrepreneurial growth companies in Japan and the opportunities available for investors.

Carmignac

Kevin Thozet, Member of the Investment Committee
Fund: Carmignac Portfolio Grande Europe
Carmignac: Innovation in Europe Allows Us To See Beyond The Uncertainty

European political risk to fade (eventually), austerity behind us (but not diverging economic trajectories) and asset valuations are more attractive (on an aggregate basis at least) but beyond the conjecture, innovative investment opportunities in Europe abound.

Carmignac Portfolio Grande Europe invests in companies generating high and sustainable profitability while reinvesting for the future. Identifying sources of innovation and opportunities within Europe, the fund is capitalizing on long-term themes such as renewable energy, healthcare and digitization. The integration of ESG criteria helps mitigate risk providing more attractive risk adjusted returns from companies that can grow under their own steam, less dependent upon macroeconomic tailwinds. The fund has generated absolute returns of +9% p.a. (vs. +4% for European equities markets) over the past 3.5 years providing reduced downside and significant participation to the upside.

Principal Global Investors

Christopher Watson, CFA - Portfolio Manager

Fund: Finisterre Unconstrained Emerging Markets Fixed Income Fund

EMD Total Return: An Efficient “All-Weather” Strategy
Uncertainty continues to cloud global markets and with the ongoing pandemic, further stimulus measures, as well as a potentially tumultuous US election, Christopher Watson, Portfolio Manager will share his outlook for emerging market debt and his expectations for the short and medium term. He will discuss the risks and opportunities in the sector and how his fund is positioned.