Speakers and topics

Finding gems in listed infrastructure

Brookfield Global Listed Core Infrastructure Ucits

Current valuations coupled with macro drivers such as AI and decarbonisation are creating exciting opportunities for investors. Portfolio manager Leonardo Anguiano will share his thoughts on the asset class and where he’s investing today.

Managing director, public securities
Brookfield Oaktree Wealth Solutions

Leonardo is a managing director and portfolio manager on the Infrastructure Equities team for Brookfield’s Public Securities Group. In this role, he oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Before focusing on his portfolio manager duties, he was responsible for covering European securities focusing on the water, transportation and energy infrastructure sectors.

Global small cap: a better framework for small cap investing

Harding Loevner Global Small Companies Equity Fund

For the past 34 years, Harding Loevner’s sole focus has been investing in high-quality, growing companies with a long-term, global perspective. To pinpoint those companies, it designed a highly structured, bottom-up process that incorporates its understanding of how behavioural biases can impact decision making. Jafar will highlight the benefits of small caps, how the firm's approach is differentiated and well suited to small cap investing and why now is an opportune time to be looking at this asset category.

Portfolio manager and analyst
Harding Loevner

Jafar co-leads the Harding Loevner Global Small Companies Equity and Harding Loevner International Small Companies Equity strategies and as an analyst covers communication services companies. He joined Harding Loevner in 2008, is a partner of the firm and has more than 25 years of experience.

Offering diversification and capital preservation in uncertain times

M&G Global Target Return Fund

Tristan will be introducing the M&G Global Target Return Fund, and explaining how it could play a complimentary role within your portfolio. As we enter this new regime of macroeconomic uncertainty and volatility, the fund has a proven track record of protecting capital at times of market stress, while offering the flexibility to respond to phases of heightened volatility to generate positive returns, independent of market direction. Over the 7 years since launch, the fund has clearly demonstrated the ability to mitigate drawdown and produce steady consistent returns in what has been an uncertain and turbulent period. With low correlation to traditional asset classes and utilising the skill set of the wider multi asset team which has a strong focus on behavioural finance and a truly differentiated source of returns, this could be the ideal addition to your portfolio.

Fund manager
M&G Investments

Tristan has more than 15 years of experience in asset management. He was appointed manager of the Global Target Return strategy upon its launch in December 2016, and manager of the M&G Charity Multi Asset strategy in December 2019, after having been deputy fund manager. He joined M&G in April 2016 from Ashburton Investments where he had worked since 2008.

Identifying the 'quality inefficiency' in global emerging market equities

Global Emerging Market Equities

Looking solely at the headlines, you’d be forgiven for dismissing emerging market equities. Not only has the wider index gone nowhere for the better part of half a decade, but renewed fears surrounding China continue to spook investors. But the headlines never tell the whole story, especially in emerging markets. And being too hasty risks missing opportunities. While emerging market indices (beta) continue to lag, the opportunity set for truly active managers to unveil alpha remains as rich as ever. An emerging markets veteran, Ashish Chugh will explain how a private equity approach is key to identifying high quality and transitioning high-quality companies.

Portfolio manager, global emerging market equities
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers

Ashish is the portfolio manager of long-only and long-short global emerging market equity strategies at Loomis, Sayles & Company. With extensive expertise in managing emerging market equities, he previously worked at Och-Ziff Capital and Wellington Management.

Sustainable investing in EM - 3 is the magic number. The opportunity to deliver positive outcomes for development, companies and investors

Premier Miton Emerging Markets Sustainable Fund

Emerging markets, after a decade of stagnation, are now poised for growth. Investment in sustainability and a shift towards local, secure supply chains are key drivers. With better funding and significant relative valuation discounts, these markets are attractive. They offer potential for capital growth and positive environmental and societal impact, making the timing ideal for investment

Fund manager
Premier Miton Investors

Fiona joined Premier Miton in August 2022. Previously, she spent 17 years at Aberdeen Standard Investments, where she was senior investment director and lead manager of the firm’s emerging market sustainable equity strategies, including the Emerging Markets Sustainable Equity Fund and the Emerging Markets Sustainable Development Equity Fund. She also co-managed the firm’s emerging market equity strategies and, until 2016, the firm’s Latin American Equity strategies.