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.
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.
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.
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.
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