Investment Week Select - 12th May

14:00 - 16:35 | Live Online

Please find the details for the 12th May event below.


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A

14:00 - 14:35


Natixis Investment Managers

Harris Associates Global Equity Fund and Harris Associates US Equity Fund

Daniel A. Nicholas


Barings

Barings Emerging Markets Debt Blended Total Return

Darren Goldman


M&G Investments

M&G UK Inflation Linked Corporate Bond Fund

Ben Lord


B

14:40 - 15:15


Sumitomo Mitsui Trust International Limited

SuMi TRUST Japan Quality Growth Fund

Shigeo Mito


AXA Investment Managers

AXA Global Strategic Bond Fund

Nick Hayes


M&G Investments

M&G UK Inflation Linked Corporate Bond Fund


Ben Lord


C

15:20 - 15:55

Natixis Investment Managers

Harris Associates Global Equity Fund and Harris Associates US Equity Fund

Daniel A. Nicholas

Barings

Barings Emerging Markets Debt Blended Total Return

Darren Goldman

Matthews Asia

Matthews Asia Innovative Growth Fund

Michael J. Oh

D

16:00 - 16:35

Sumitomo Mitsui Trust International Limited

SuMi TRUST Japan Quality Growth Fund

Shigeo Mito

AXA Investment Managers

AXA Global Strategic Bond Fund

Nick Hayes


Matthews Asia

Matthews Asia Innovative Growth Fund

Michael J. Oh


Session Information:


AXA Investment Mangers

Nick Hayes, Head of Active Fixed Income Allocation and Total Return

Fund: AXA Global Strategic Bond Fund

A Simple and Transparent Unconstrained Fixed Income Strategy for a Changing World

Markets are currently pricing in a high degree of optimism, especially in the US, where a successful vaccine rollout is underway. Yet there remains a great deal of uncertainty about the future, from the possibility of new variants to the impact of winding down crisis support packages. Given this backdrop, the ability to play ‘defence’ as well as ‘offence’ is crucial. The AXA Global Strategic Bond Fund can do exactly this, offering investors ongoing exposure to the recovery through riskier fixed income such as high yield bonds, while also providing protection through the use of government bonds or tactical portfolio hedges. The fund’s ultimate aim? To deliver attractive risk-adjusted returns that are uncorrelated with equity markets, throughout an economic cycle.




Barings 

Darren Goldman, Managing Director

FundBarings Emerging Markets Debt Blended Total Return

Emerging Markets Debt: The Benefits of Blended

After experiencing a sell-off that rivaled some of the largest in history, emerging markets debt has rebounded aggressively—now offering some of the most attractive opportunities today. Join Baring’s EM Debt team as they discuss how a blended approach that looks across sovereign, local and corporate debt can potentially reduce portfolio volatility while also enhancing returns.




Matthews Asia 

Michael J. Oh, CFA, Portfolio Manager

Fund: Matthews Asia Innovative Growth Fund

Innovation – The Key to Unlocking Asia’s High Growth Potential

Supported by large addressable markets, abundant skilled human resources and rapidly evolving capital markets Asia has entered a transformational stage of development driven by innovation. Michael will introduce an approach that identifies the most attractive top-down secular trends combined with bottom-up security selection to construct a concentrated, all-cap portfolio of high-growth innovative companies.




Natixis Investment Managers

Daniel A. Nicholas, CFA, Client Portfolio Manager, Harris Associates – An affiliate of Natixis Investment Managers.

Fund:  Harris Associates Global Equity Fund and Harris Associates US Equity Fund

The New Normal – Value vs Growth and Gaining Exposure to the “Reopen” Trade

An update on the Harris Associates Global and US Equity Funds. Harris Associates employs a value investment approach to seek out significantly under-priced companies with strong business fundamentals and proven management teams. Join us for a discussion on value vs growth performance and prospects for a value recovery, views on what the “new normal” will look like following the pandemic, portfolio positioning including exposure to the “reopen” trade with outlook for both global and US equity funds.



M&G Investments

Ben Lord, Fund Manager

Fund: M&G UK Inflation Linked Corporate Bond Fund




Sumitomo Mitsui Trust International Limited
Shigeo Mito, Director

Fund: SuMi TRUST Japan Quality Growth Fund

Taking Exposure to the Best Growth Opportunities in Japan

While the Japanese economy is growing slowly, there are rich investment opportunities created by changing Japanese companies. The fund is investing in companies with long-term growth potential managed by a high-quality management team. The investment team backed by about 20 research analysts focuses on the qualitative aspect of companies to assess the growth potential in the mid to long term. The portfolio is concentrated with 20 to 50 stocks and the fund achieved top-tier performance with moderate volatility since the inception.