Amundi - KBI Global Sustainable Infrastructure Fund
The Beginning of a 30 year Growth Cycle
On a global scale, trillions of dollars are being directed into this sector and are expected to grow over the next 30 years as countries strive to meet their climate change commitments. Sustainable infrastructure offers a long-term growth opportunity that is poised to expand faster than traditional infrastructure markets, while also offering the staple infrastructure characteristics of yield and lower volatility. The fund, a top quartile (5* Morningstar), high-conviction portfolio, was launched in 2017 as an addition to the sustainable strategies run by KBI over the last 20 years, using a proprietary universe that invests in 40-50 highly differentiated stocks. It invests in the critical infrastructure sectors of clean energy, water, food, transportation and farmland, searching globally to deliver alpha, with an embedded ESG process and impact considerations.
Amundi - KBI Global Resource Solutions Strategy
Since the turn of the millennium, KBI Global Investors identified five “indisputable” world megatrends
1. insufficient supply of essential resources such as food, water and energy;
2. growing global demand;
3. increasing regulation;
4. increasing infrastructure needs;
5. the need for technological solutions as the world tries to combat these problems
With a track record of over 20 years in sustainable investing, KBI has built up and maintained a proprietary stock universe of companies that offer solutions to these problems. This top quartile (5* Morningstar), highly diversified portfolio, provides investors with unique and differentiated access to the favourable long term trends associated with the transition away from traditional natural resources towards sustainable natural resources such as water, clean energy, renewable energy and precision agriculture. The fund seeks alpha through a global portfolio that gives exposure to companies across the market capitalisation spectrum and through styles of value, core and growth stocks, many of which are less covered and different to other resource funds. The strategy actively integrates ESG in philosophy and process ensuring close alignment to the UN Sustainable Development Goals where the revenues of every company held in the portfolio are mapped .
Barings - Barings Emerging Markets Debt Short Duration Fund
The Benefits of EM Corporate Short Duration Debt
For investors looking to pick up incremental yield opportunities versus developed markets and gain exposure to the diversification on offer in EM—but who are more risk adverse or concerned about the potential for rising interest rates—short duration EM corporate debt could be part of the solution. Join Barings’ Omotunde Lawal, Head of EM Corporate Debt, as she explores the benefits and opportunities offered by this asset class.
GAM Investments - GAM Star Continental European Equity
European equities: in from the cold
With European equities “supercharged” since the pandemic, 18-year veteran and FE Alpha Manager, Niall Gallagher, will share the current opportunities and long-term structural trends presenting in the European equity markets such as energy transition, inflation, exposure to the Asia middle class and technology disruption. European equities have seen strong earnings growth benefiting from the re-opening of economies. Niall will also discuss what has changed over the past 18 months, looking at some of the current cyclical trends and outlook for the world’s third largest economy.
Gravis Capital - VT Gravis Clean Energy Income Fund
Generating predictable income from clean energy
The transition to a decarbonised economy, incorporating cleaner sources of energy generation and greater focus on efficiency, is an unstoppable global phenomenon which has created a long-term structural investment trend. Gravis will discuss their approach to capitalising on this opportunity through a strategy that focusses on providing investors with exposure to the long-term, contracted income streams available from operational renewable energy assets.
Nomura - Global Dynamic Bond Fund
Nomura Global Dynamic Bond Fund with Dickie Hodges
Inflation, tapering, even rate rises? Sky-high asset prices, abysmal yields? Flexibility is essential in fixed income markets right now. Dickie Hodges describes his market views and how he is steering Nomura’s $4.7bn Global Dynamic Bond Fund through choppy waters. Attendees will gain insights into the global macro environment and how to position portfolios for the market conditions that lie ahead.
PGIM Investments - Global High Yield ESG
What does ESG Mean for a Global High Yield Bond Portfolio?
Robustly analysing credit-relevant ESG factors leads to higher risk adjusted excess returns, according to PGIM Fixed Income. Join Jonathan Butler, Head of the European Leveraged Finance Team and Co-Head of Global High Yield, to discuss how the team integrates this view into their investment process, and how they apply their proprietary ESG framework to bond portfolios. Credit spreads may have recovered from their recent wides, but we believe there is room for further tightening and opportunities to generate alpha. Hear from PGIM Fixed Income’s experienced active managers, as they share their views on ESG and portfolio positioning for capturing these opportunities.
Pictet - Pictet-Nutrition Fund
Investing in the future of food
Faced with a growing world population and climate change, the food industry was already under severe strain even before Covid-19 struck.Covid-19 has disrupted the food sector's supply chains and is set to change consumer eating habits for good. Looking ahead however, the pandemic could help revitalise it. If food producers and distributors move quickly to deploy advanced technology and innovation to meet growing consumer appetite for food that is healthier and more sustainable, the industry will be fit to meet the demands of the 21st century.
RWC Partners - RWC Global Equity Income
Is growth investing disrupting income investing?
The impact of the pandemic has been to turbo charge the growth of a select few technology stocks, driving them to dominate the markets. Their size and seemingly invincible status has resulted in the crowd flocking to them. With interest rates likely remaining lower for a long while, is any valuation of these mega caps deemed too high? It is at times like today that it is important to remember some of the lessons of investing such as certainty is non-existent and that the maths of compounding still applies elsewhere. As the balance of wealth begins to shift from capital to labour to begin the process of “levelling up” society, don’t forget the tortoise in the race. A steady compounder of income is a powerful way to generate total returns over time, one which is differentiated from pure growth and is an alternative that remains appropriate and achievable in today’s world.
Ruffer - LF Ruffer Diversified Return Fund
Investing for a new regime - What Happens When the balanced portfolio gets vertigo?
“What happens when the balanced portfolio gets vertigo? We believe covid has catapulted us into a new economic regime – one which will come with more inflation and economic volatility. A new regime requires different investment solutions and a new approach to portfolio construction. Cross-asset correlations are changing in front of our eyes. How do investors replace the income, the protection and the diversification that were once offered to them by bonds? We will discuss these tectonic shifts and how asset allocators will need to move from nominal assets to real assets and a shift from conventional to unconventional portfolio construction.”
Tokio Marine - Japanese Equity Small Cap Fund
A path to recovery: Japan Small Caps
Japan looks to be on a path to recovery as Covid-19 vaccinations gather pace and elections offer hope of a new start. Markets have already sent Nikkei 225 to its highest reading in 31 years.
So far, the Japanese economy has been sustained by exports, but with consumption forecast to rebound with social restrictions being eased, one approach to benefit from this trend is via Japan’s small cap equities.
They are nimble and have strong growth potential. We will discuss how some of them manage to thrive despite, or sometimes thanks to the ongoing pandemic, and what the post-pandemic future might hold for them.
WisdomTree - WisdomTree Carbon
Putting a price on carbon: European Union's strategy on meeting its climate goals
The European Union, in its pursuit to become net neutral by 2050 has implemented a legally binding framework to reduce greenhouse gas emissions by 55% (relative to 1990) by 2030. To get there, it is going to double-down on its emissions trading system (ETS). The system which started in 2005, is the largest and most liquid emissions trading market in the world. It has successfully reduced the emissions from the sectors covered and we expect expansion to more sectors. Furthermore, we expect the supply of carbon allowances to decline forcing higher the price of carbon, thus helping the EU reach its policy goals.