Agenda

Timings for the Fund Selector Summit: Scotland are below. 


09:00 - 09:30                         Registration & Breakfast                        

09:35 – 10:00

Pictet Asset Management

Ella Hoxha

10:05 – 10:30

Nomura

Tom Wildgoose

10:35 – 11:00

WisdomTree

Nitesh Shah

11:05 - 11:30Networking Coffee Break

11:35 – 12:00

PIMCO

John Mullins

12:05 – 12:30

AXA Investment Managers

George Luckraft

12:30 - 13:15Lunch & Networking

*Please note this programme is subject to change


SESSIONS

AXA Investment Managers - George Luckraft, Senior Portfolio Manager

Fund: AXA Framlington Monthly Income Fund

In uncertain times the stronger get stronger

In uncertain times the stronger get stronger and markets become increasingly inefficient creating opportunities across the board for equity investors seeking an income. George will discuss the outlook given the current events in Ukraine.


Nomura Asset Management - Tom Wildgoose, Head of Equity Investment and Co-Portfolio Manager

Fund: Global High Conviction Fund and Global Sustainable Equity Fund

Investing in the aftermath of the Russian invasion

We take a look at some of the shorter and longer term impacts of the Russian invasion of Ukraine and draw conclusions about the possible effects they could have on investment returns and Quality decision making.


Pictet Asset Management - Ella Hoxha, Senior Investment Manager Global Bonds

Fund: Pictet Climate Government Bonds

Climate Government Bonds: An investable response to global warming

Allocating capital to countries based on carbon emissions in line with the Paris Accord framework.


PIMCO  - John Mullins, Vice President, Multi Asset Product Strategist

Fund: Real Assets Platform at PIMCO

Beating inflation - widening the toolkit and delivering real returns

Inflation has been a very hot topic through 2021 and into 2022 with varying opinions on how this should be addressed in client portfolios. Using views from their quarterly forum process, PIMCO will look update on their macro thinking and how this may impact portfolios in the short and longer term. In addition, PIMCO will discuss the toolkit available to investors when looking to hedge against inflationary risk, from inflation linked bonds to commodities and multi-asset approaches. The objective of the presentations is to help better understand the full spectrum of asset classes and strategies that investors can be harnessed to diversify portfolios, mitigate inflation risk, and achieve real capital growth.


WisdomTree - Nitesh Shah, Head of Commodities & Macroeconomic Research, Europe

Fund: Green Energy Transition

Energy Transition – The inevitable megatrend creating exciting investment opportunities

The world is gradually transitioning away from hydrocarbons to greener alternatives to meet its energy needs. While this process will continue to unfold over decades, the transition has already started to accelerate. The advent of electric vehicles and growth in renewable energy are exciting catalysts of change. But to be successful, these applications – among others – will require the development of green infrastructure around the world. Base metals are key enablers of the green technologies powering this megatrend and have reinvented themselves as thematic investments offering exciting long-term prospects for investors.

Join WisdomTree to discuss how investors can access the growth opportunity from the energy transition megatrend:

  • How can targeted equity exposures tap into industries with immense promise?
  • Which commodities are integral to new green technologies?
  • What are WisdomTree’s product solutions to access these themes?