Global Equities Market Briefing

16th July 2020 - Live Online - 10:30 - 12:25


Agenda:



Stream 1 Stream 2 Stream 3
10:30 - 11:05

WisdomTree
WisdomTree Global Quality Dividend Growth UCITS ETF

AllianceBernstein
Concentrated Global Growth

Amundi Asset Management

Amundi Funds Polen Capital Global Growth

11:10 - 11:45

Amundi Asset Management    
Amundi Funds Polen Capital Global Growth

WisdomTree     
WisdomTree Global Quality Dividend Growth UCITS ETF

AllianceBernstein
Concentrated Global Growth

11:50 - 12.25

AllianceBernstein
Concentrated Global Growth

Amundi Asset Management

Amundi Funds Polen Capital Global Growth

WisdomTree     
WisdomTree Global Quality Dividend Growth UCITS ETF

AllianceBernstein

Capturing the Growth Opportunity in Uncertain Times

With ongoing market volatility and slowing economic growth, investors face a significant challenge in seeking sustainable returns from equities. We believe that several characteristics of resilient growth potential are especially important today. Focusing on stocks that have shown consistency of earnings through good and challenging periods is a prudent path to generating long-term returns. Mark Phelps, CIO & Portfolio Manager of AB’s Concentrated Global Equity portfolio, will explain how fundamental analysis and a high conviction approach is essential in selecting companies that can deliver persistent growth through challenging times.

Amundi Asset Management

Global Growth Equities

How to build a robust portfolio Global equities have had a sustained bull run. Is it still possible to expect the markets to continue their rise and how can you build a robust portfolio for the future? The Amundi Polen Capital Global growth fund, is a high conviction, 25-35 stock portfolio, of the best businesses in the world. Benchmarked to MSCI ACWI, since its inception (2015), it has achieved an annualised return of 14.83% vs 6.33% of its benchmark, with similar volatility and an IR of 1.51. Damon Ficklin will present Polen’s philosophy and investment process and how it aims to continue to achieve its sustainable outperformance.

WisdomTree

Investing for the future, building resilience in your portfolio with WisdomTree Global Quality Dividend Growth

In a world where a virus from China can shut down the world economy at a moment notice, investors need to build resilient portfolios that can participate in rallies and protect them in the worst storms. Quality is one of the most consistent equity strategies having delivered steady returns historically across market regimes.

However, investing in quality is easier said than done. At WisdomTree we believe that profitability is the key to unlock the potential of quality investing. WisdomTree Quality Dividend Growth strategies have delivered in the first half of 2020 a perfect all-rounder game and with uncertainty riding high still, they are well placed to continue to do so.

Speakers:

Director, Research
WisdomTree
Co-Head of Team, Portfolio Manager & Analyst Polen Capital
Amundi Asset Management
Chief Investment Officer—Concentrated Global Growth
AllianceBernstein