Allianz UK Opportunities: learn how a differentiated, value-driven UK equity fund has successfully navigated volatile markets, delivering strong and consistent outperformance. Matthew will provide a number of interesting and up-to-date examples of where he sees compelling value opportunities today.
Matthew Tillett, lead portfolio manager, UK Opportunities Fund, Allianz Global Investors
Matthew joined Allianz GI in 2006, and has run the UK Opportunities Fund since launch in 2011. He has specialist expertise in value and income and was formerly an analyst covering European media.
Baillie Gifford’s Global Stewardship Fund is enthused about three sustainable growth trends that are redefining ESG: Energy; Software; and Genomics. In this session Alasdair will cut through the acronyms and jargon that pervade responsible investing and explain how a thoughtful but pragmatic approach can help identify the companies that are profoundly contributing to society.
Alasdair McHugh, product specialist, global stewardship, Baillie Gifford
Alasdair joined Baillie Gifford in 2008. He works on the global stewardship strategy and is a member of the portfolio construction group. He was also a member of the environmental sustainability group.
As inflation and higher interest rates loom, are there diversifying opportunities which provide inflation protection? John discusses how value and income offer a compelling combination in the US equity market and how the global pandemic, beyond the human toll, has proven to be a 'great accelerator' to many facets of society.
John Bailer, senior portfolio manager, Dividend-Focused Large Cap Value strategies,
Newton Investment Management, a BNY Mellon Investment Management company
John has managed the dividend strategies since 2005, and is the lead portfolio manager for the Equity Income strategy. He is also a research analyst on the Dynamic Large Cap Value strategy.
To BMO, investing responsibly is not simply a box ticking exercise. It is the firm's belief that being a responsible investor is key to reducing risk and improving outcomes over the long term. Catherine, fund manager of the BMO Responsible UK Income Fund and BMO Responsible UK Equity Fund, will discuss both funds’ strategies and objectives, BMO's approach to investing responsibly and the impact of the current UK market.
Catherine Stanley, managing director, head of global small cap, BMO Global Asset Management
Catherine has been lead manager of BMO Responsible UK Equity and BMO Responsible UK Income since 2009, and of Global Small Cap since 2013. She joined in 2000, after nine years at Framlington.
Capital Group launched the New Perspective strategy 48 years ago. Much has changed since then but the strategy still endures. Market direction can be hard to tell, so how can investors identify opportunities with elements of resilience and growth? New Perspective seeks to invest in global companies well positioned to benefit from changing patterns of global trade and secular shifts in the global economy. For almost five decades it has focused on durable yet agile companies that have risen to the challenges and embraced the opportunities that structural change presents.
Steven Smith, investment specialist, Capital Group
Steven has 18 years of investment industry experience and has been with Capital Group for 14 years. Prior to joining, he was a member of the UK equity team at UBS Global Asset Management.
Ben Russon will discuss the opportunities for yield in UK equities following Brexit and current Covid environment. He will also outline some interesting stock examples and the outlook for dividends for the remainder of 2021.
Ben Russon, vice-president, portfolio manager, UK Equity, Franklin Local Asset Management
Ben is lead manager of Franklin UK Opportunities and co-manager of Franklin UK Managers' Focus. He joined the Franklin in 2013. Prior to this, he was a fund manager with Newton IM for 13 years.
Technology can provide solutions to many of the challenges facing our world today and has a key role to play in the creation of a sustainable future. Find out about technology’s critical role in sustainable investing, its positive impact on both environmental and social issues, the limitations of 3rd party scoring and how to create a sustainable future technologies portfolio that truly is technology for good.
Richard Clode, portfolio manager, Janus Henderson Investors
Richard is a portfolio manager at Janus Henderson Investors, a position he has held since joining Henderson in 2014. He is responsible for co-managing the Sustainable Future Technology fund.
Kimberley Pavier, sustainability analyst, Janus Henderson Investors
Kimberley is a member of the global technology leaders team. Prior to joining the firm in 2021, she was a financial analyst and relationship manager at Credit Suisse, specialising in ESG and impact.
Morgan Stanley are delighted to introduce MS Sustainable Fixed Income Opportunities. This new fund launch is designed for investors seeking to diversify their fixed income allocation in ESG conscious portfolios. The strategy applies a comprehensive sustainability framework to all sub-asset classes of fixed income, to offer an unconstrained, best ideas portfolio with enhanced ESG characteristics. Leon and Barbara will discuss the benefits of combining the MSIM Global Fixed Income team’s differentiated ESG integration process, with an active, flexible approach to investing across the entire fixed income universe. This unique approach offers an attractive way to invest in 2021, given the backdrop of low yields and rising rates.
Barbara Calvi, vice-president, sustainable investing, Morgan Stanley Investment Management
Barbara promotes sustainability across the MSIM global fixed income team and EMEA. She leads the team’s work on engagement, ESG integration and impact. She joined Morgan Stanley in 2018.
Leon Grenyer, head of European multi-sector for MSIM fixed income,
Morgan Stanley Investment Management
Leon is a portfolio manager in the global fixed income team. He joined Morgan Stanley in 2002, and has 25 years of experience. Prior to joining, he was a with Abbey National Treasury Services.
Seeking attractive returns through Sustainable investing
The world is undergoing significant transitions related to demographic, technological, environmental, and governance factors. Mirova’s process focusses on identifying, buying, and holding high-quality, sustainable companies that are solution providers for these transitions. Buying at a discount to intrinsic value allows us to meet our objectives: build portfolios that create positive social and environmental impact along with providing financial outperformance. Amber will outline Mirova’s investment process and philosophy and why their longevity in Sustainable investing matters from an impact and financial perspective
Amber Fairbanks, portfolio manager, global equities, Mirova (a subsidiary of Natixis Investment Managers)
Amber joined Mirova in 2018 from Zevin Asset Management, where she worked as a portfolio manager and analyst for 11 years.
Jon and Benji will take you through their process which incorporates a combination of quality, growth and valuation characteristics that has enabled them to outperform during different market conditions such as rising and falling markets and changing style factors.
Benji Dawes, fund manager, Premier Miton
Benji co-manages the Premier Miton UK Growth Fund, Premier Miton Ethical Fund
Jon Hudson, fund manager, Premier Miton
Jon co-manages the Premier Miton UK Growth Fund, Premier Miton Ethical Fund
There is growing investor interest in global credit markets from a ‘sustainability’ perspective. Rachid, manager of the RL Global Sustainable Credit Fund, will provide his own interpretation on global sustainable credit investing and what it means to him. He will explain the suitability criteria used to initially assess global credit issuers and subsequently utilised to identify investment opportunities, and how to avoid some of the key investment risks in the asset class.
Rachid Semaoune, senior fund manager, Royal London Asset Management
Rachid joined RLAM in 2015. He joined from UBS AM where he managed investment grade credit portfolios. Prior to this, he at Old Mutual AM. He began his investment career in 2001.
Asset allocators have a problem. Decades of falling rates, inflation and volatility have lifted many asset prices to record highs – including traditional defensive assets, notably conventional bonds. With yields at historic lows and cross-asset correlations high, finding assets which provide real protection and diversification in portfolios is increasingly challenging. So where to find genuine diversification and protection after a multi-decade ‘everything trade’? This question is especially urgent given an ongoing regime change toward a more volatile and inflation-prone market backdrop. Alexander will explore what regime change means for portfolio construction, and how Ruffer’s strategy can help investors can find true diversification and protection – as well as opportunity – in the foothills of a new market era
Alexander Chartres, investment director, Ruffer
Alexander joined Ruffer in 2010, and is a co-manager of LF Ruffer Total Return. He specialises in geopolitics and its investment implications, with a focus on European and great power politics.
Only the best will do
Seliern's investment philosophy, driven by a long-term perspective and a commitment to investing in quality growth businesses, has endured for more than 30 years. The Seilern Universe, at the core of its investment process, represents the pool of companies that it invests in. It is extremely selective. Only 60 of the world’s listed equities currently fulfil its criteria. These exceptional businesses demonstrate superior growth prospects, sustainable competitive advantages, high ROIC, and strong balance sheets. Michael will explain what role quality growth can play in clients’ portfolios and when the strategy performs.
Michael Faherty, analyst and portfolio manager, Seilern Investment Management
As a member of the investment team, Michael conducts fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined Seilern in 2016 from JP Morgan AM.
Isn’t it time we stopped looking in the rearview mirror for future opportunities? Building portfolios around today’s indices rewards past glories, not future winners. If we want to build and invest in a sustainable future, we must identify the key themes that will play out over the next 5–10 years and beyond. Nowhere are these themes more pronounced than in emerging markets. During this session, Matthew will introduce Wellington’s unique approach to accessing the long-term sustainable development of emerging markets, walk you through some of the key areas identified by the firm's ‘future themes’ research and discuss why he believes it’s essential to combine top-down thinking with bottom-up stock selection. Be prepared to challenge your own thinking on how portfolios should be constructed.
Matthew Bullock, investment director, Wellington Management
Matthew leads the thematic platform in EMEA. He also leads the multi-asset income platform globally, and develops custom solutions for clients. Before joining in 2015, he was at BlackRock.
Globally, we are in the middle of an energy transition with the focus being on decarbonisation and electrification to meet lower emission goals. Road transportation and the power sector, historically two of the most polluting sectors, are the initial focus of this megatrend. One of the key enablers in energy decarbonisation is the advancement in battery technology. Join Mobeen, to explore this megatrend, the battery value chain, and WisdomTree’s approach to creating investable opportunities in the equity market based around this theme.
Mobeen Tahir, associate director, research, WisdomTree
Mobeen focuses on a wide range of asset classes to offer strategic and tactical insights to clients on global markets and investment products. Before joining, in 2018, he worked at Willis Towers Watson.
Portfolio Adviser provides up-to-the minute news, tools and professional resources for key fund selectors and distributors in both the wholesale and institutional sectors. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.
Part of the Bonhill group.