Agenda

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Registration and breakfast
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Jupiter Asset Management
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WisdomTree
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WisdomTree
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Jupiter Asset Management
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Coffee break and networking
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Allianz Global Investors
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Artemis
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Artemis
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Allianz Global Investors
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Lunch and close of conference

Session information


Topic: Cryptocurrency

Speaker: Blake Heimann, Senior Associate, Quantitative Research


WisdomTree Crypto Market Update: What's in store for 2024?

Join WisdomTree as they explore the latest developments in crypto markets in 2024. Learn about their unique crypto offerings that provide access to this emerging and dynamic asset class, and discover the key trends and opportunities for the year ahead.



Fund: Allianz UK Government Bond

Speaker: Mike Riddell, Head of Macro Unconstrained


Why we think UK gilts are offering decent value.

Despite the rally in global government bonds over Q4 of 2023, we continue to have a high conviction view that developed market interest rates will likely be far lower than markets are pricing in for 2025-2030. This is particularly true for gilts, where we believe that growth will continue to flounder, and where we think inflation could continue to fall more sharply than markets are anticipating. If we’re right, then gilts could offer not just substantial yield or ‘carry’, but also the potential for significant capital gains. Join Mike Riddell as he explains why he and his team think valuations in UK gilts are attractive, which can’t be said for traditional ‘risk assets’.



Fund: Jupiter Global Fund - Jupiter Global High Yield Bond

Speaker: Adam Darling, Investment Manager, Fixed Income


Making the case for high yield

Is now the time to allocate to high yield credit? Adam Darling, fund manager, will discuss the macro environment and the opportunity offered by high yield markets. Adam also will discuss how robust credit research is fundamental and how Jupiter approaches high yield markets with a focus on being active, pragmatic and risk aware.



Fund: Global Emerging Market Equity Fund

Speaker: Raheel Altaf, Fund Manager


Global emerging markets: Are investors missing out on a rare entry point?

Emerging market equities have underperformed developed markets over the last decade. Some investors seem to have given up on the asset class as a result. But are they missing out on a rare entry point?