Investment Week Select - 24th September
10:00 - 12:35 | Live Online

Please find the details for the 24th September event below. 

Agenda




1

2 3 4 5 6
A

10:00 - 10:35

M&G Investments
Impact Investing


Natixis Investment Managers (1)

Thematics Subscription Economy Fund


RWC
RWC European and UK Equity


Baillie Gifford
Baillie Gifford Pacific Fund


Man GLG
Man GLG Asia (ex-Japan) Equity

FULL

Sanlam Investments
Sanlam Real Assets Fund


B

10:40 - 11:15

Smith &
Williamson
Smith & Williamson Artificial Intelligence Fund

FULL

Natixis Investment Managers (2)

Loomis Sayles Institutional Global Corporate Fund


Ninety One

Ninety One Asia Pacific Franchise Fund


Federated Hermes
Federated Hermes Impact Opportunities Equity Fund

FULL

Man GLG
Man GLG Asia (ex-Japan) Equity

FULL

BMO Global Asset Management

BMO LGM Responsible Asian Equity Fund


C 11:20 - 11:55

M&G Investments
Impact Investing


Natixis Investment Managers  (1)

Thematics Subscription Economy Fund



RWC
RWC European and UK Equity


Baillie Gifford
Baillie Gifford Pacific Fund


PGIM Investments
PGIM Global Corporate ESG Bond Fund

FULL

Sanlam Investments
Sanlam Real Assets Fund


D

12:00 - 12:35

Smith &
Williamson
Smith & Williamson Artificial Intelligence Fund

FULL

Natixis Investment Managers (2)

Loomis Sayles Institutional Global Corporate Fund


Ninety One

Ninety One Asia Pacific Franchise Fund


Federated Hermes
Federated Hermes Impact Opportunities Equity Fund

FULL

PGIM Investments
PGIM Global Corporate ESG Bond Fund


BMO Global Asset Management

BMO LGM Responsible Asian Equity Fund


Ballie Gifford

It’s Time to Look East

Economic and social crises frequently result in rapid innovation and new secular trends being born: As investors, we believe Asia ex Japan could be one of the major beneficiaries of the current global crisis - it is time to look East. Asia ex Japan is coming out of this crisis first, in significantly better financial shape than Western economies, with superior long term growth prospects and more attractive valuations. 2020 may well be an inflection point where Asia ex Japan becomes a favoured asset class over the coming decade


BMO Global Asset Management

BMO LGM Responsible Asian Equity Fund

Join Christopher Darling as he discusses the launch of the new BMO LGM Responsible Asian Equity Fund. He will talk through the focus on equity securities and how the fund will only invest in companies that demonstrate a clear commitment to good governance and sustainability, and a Q&A session at the end.


Federated Hermes

Impact Investing – Allocating To The Companies of Tomorrow

Impact investing is a rapidly evolving strategy: investors realise that incorporating sustainability and ESG factors will often help them avoid companies that destroy shareholder value. Impact Investing goes beyond risk mitigation and targets companies that are tackling the underserved needs of society and the environment. These impactful businesses are exposed to sources of enduring demand. The exposure to secular growth factors makes the strategy highly attractive and applicable for mainstream client portfolios. Ingrid Kukuljan, Lead Manager of the Hermes Impact Opportunities Fund, will discuss how the team seeks to identify and invest in companies aligned with the UN Sustainable Development Goals, with the aim of generating market-beating returns.


M&G

The Climate Investment Case

The Covid-19 pandemic has created unprecedented societal and economic disruption. Governments around the world are now seeking ways to reboot their economies and, for many, the climate agenda sits at the heart of their proposals. The opportunities for companies that help tackle climate change, therefore, are potentially enormous.

Randeep Somel, Associate Fund Manager, explains how investing in such companies can be a source of positive environmental, as well as economic, returns, highlighting the powerful regulatory and economic tailwinds driving long-term growth. Randeep also describes how his approach to identifying climate solutions goes beyond renewables, capturing the massive opportunities provided by greening the largest emitting sectors.


MAN GLG

Introduction to Man GLG Asia ex Japan, The Team’s Investment Process and Their Macro Outlook

We would like to take this opportunity to introduce Man GLG Asia (ex-Japan) Equity – a long only, style agnostic, fundamentally driven strategy. Andrew and his team believe that the Asia ex Japan market is a fertile environment for fundamental managers due to the persistent dispersion prevalent in the region and how earnings revisions can drive alpha in these markets. The team would like to use this session to provide an overview of how their process aims to capture the turning points in earnings revisions along with insight into their macro outlook.


Natixis

Session 1: Nolan Hoffmeyer

A New Theme for The Future of Consumption: Thematics Subscription Economy

Shifting consumer preferences, technological innovation and increasing sustainability concerns underpin the growth of the subscription economy. While some industries were born as subscription services, such as telecommunication operators and media companies, many other industries are now offering subscriptions including video and music streaming, fitness, video games, mobile apps, retail, etc. In addition, subscriptions represent a more convenient and sustainable way to consume, while vendors benefit from highly recurring revenue with positive economics. We believe Subscription Economy is an attractive theme which will continue to grow globally, as companies adopting this business model attract more and more customers, who value the ‘usership’ and the experience, rather than the ‘ownership’. A real trend shaping the future of consumption.


Session 2: Scott M. Service

Loomis Sayles – A Flexible Approach to Global Corporate Bond Investing

Scott Service co-pm at Loomis Sayles will introduce the Loomis Sayles Institutional Global Corporate Fund. The Loomis Sayles Global Bond team now manages over $13bn in the strategy and use a philosophy that is driven by a value approach to investing in primarily higher quality fixed income securities of corporate issuers worldwide. Scott will introduce the portfolio, investment approach, and current market thoughts and explain where the truly experienced team seeks to identify opportunities that can create a diversified portfolio.


Ninety-One

Session: TBC


PGIM Investments

How ESG is Applied To A Global Investment Grade Bond Portfolio

PGIM Fixed Income believes we are entering a ‘golden age of credit investing’ presenting an attractive opportunity for active managers with deep expertise to add alpha across the credit markets. While the potential for a major default and downgrade cycle looms, the massive support of global central banks is providing a backstop and perhaps a tailwind for markets, improving the potential for credit to outperform going forward. Against this backdrop, PGIM Fixed Income also believes that ESG considerations are more important than ever and has integrated them into their investment analysis and decision-making processes.

In this presentation, Ed Farley, Managing Director PGIM Fixed Income, will make the case that strong active management can help investors navigate challenges and opportunities in ever changing fixed income markets and how PGIM Fixed Income’s proprietary ESG framework is applied to a global investment grade bond portfolio.


RWC Partners

Predicting the Unpredictable – Stock Picking that Still Works

After a successful 2019, the RWC European team will be presenting how active management and stock picking still works. Graham will detail how engagement with companies over the long term enables us to identify exciting opportunities. While Russell will detail how focusing on disruption and technology enables the team to find long term winners and avoid the losers.


Sanlam Investments

Real Assets – A Real Alternative

Recent events have enhanced the perception of real assets as a sustainable and durable asset class, and one that offers appealing levels of certainty in the most uncertain of times.

However, it is important for investors to understand that not all real assets funds are created equal and that underlying strategies can differ quite markedly. In this context, Mike Pinggera argues that it is important for investors to understand the composition of each fund in order to identify one that meets their financial objectives.


Smith & Williamson

AI: Looking For Early Adopters Delivering A Competitive Edge

Chris Ford, manager of the Smith & Williamson Artificial Intelligence Fund, outlines how companies across a range of industries and sectors are deploying Artificial Intelligence (AI) to achieve a competitive advantage. Chris will outline the almost limitless applications of AI – as well as self-driving cars and surgical robots, AI is even being deployed to help the world fight back against Covid-19 and tackle crime. Chris will highlight some of the opportunities in AI whether they are disruptors like Tesla or long-established bellwethers such as Microsoft. Chris will also outline how he uses AI to help screen his investment universe across developed and emerging markets.

Speakers

Investment Manager
Baillie Gifford
Fund Manager
BMO Global Asset Management
Head of Impact Investing
Federated Hermes
CFA, Vice President, Portfolio Manager
Loomis, Sayles & Company
Fund Manager
M&G
Head of Asia Equities
Man GLG
Portfolio Manager
Ninety One
Managing Director and Head of the European Corporate Bond Team at PGIM Fixed Income
PGIM Investments
Portfolio Manager
RWC Partners
Head of Multi-Strategy
Sanlam Investments
Fund Manager
Smith & Williamson
CFA, Senior Portfolio Manager,
Thematics