|09:00 - 09:30||Registration & Breakfast|
|09:30 - 09:35||Welcome from Investment Week|
09:35 – 10:00
Pictet Asset Management
10:05 – 10:30
10:35 – 11:00
|11:00 - 11:20||Networking Coffee Break|
11:20 – 11:45
Aegon Asset Management
11:50 – 12:15
Nomura Asset Management
|12:15 - 13:00||Lunch & Networking|
*Please note this programme is subject to change
Aegon Asset Management - Colin Finlayson, CFA, Investment Manager
Fund: Aegon Strategic Global Bond Fund
Investing in the eye of the Storm
Storm clouds are gathering for fixed income markets. The credit cycle is close to its end; inflation is increasingly persistent and the removal of quantitative easing programmes is expected to weaken demand for government and investment grade corporate bonds. By taking an active and flexible approach, the Aegon Strategic Global Bond fund can cut through uncertainty and exploit opportunities in fixed income markets by using multiple alpha sources, allowing it to both deliver returns and mitigate against some of the downside risks that investors most fear.
Nomura - Andrew McCagg, Client Portfolio Manager, Japanese Equities
Fund: Nomura Japan Strategic Value Fund
Rediscovering Japan with Nomura
Japanese equities lagged other developed markets in 2021, despite robust corporate fundamentals and comparable earnings recovery. With low vaccination rates that plagued the market last year now reaching 80%, Japan is positioned to close this gap in the second half of 2022 as the economy fully recovers. Meanwhile, although the value style has enjoyed a significant reversal recently, there are still a plethora of stocks that remain undervalued and neglected by the market. By leveraging our vast research capabilities and conducting rigorous fundamental analysis, the Nomura Japan Strategic Value strategy aims to provide superior returns by investing in such companies.
Pictet Asset Management - Jon Mawby, Head of Investment Grade Credit
Fund: Pictet-Strategic Credit Fund
Strategic Credit: Times have changed in fixed income, should your approach?
The investing landscape has changed in fixed income. Central bank and investor actions have distorted the playing field; downside risks have increased and mis-pricings are commonplace. Jon will talk about the ‘very long in the tooth’ credit cycle, the outlook for central bank tapering, and why Modern Monetary Theory could be the last hope for policymakers.
PIMCO - John Mullins, Vice President, Multi Asset Product Strategist
Fund: PIMCO GIS Inflation Strategy Fund
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 - Aneeka Gupta, Director, Macroeconomic Research
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?