Mobility Innovation is the disruptive, transformational shift in how we use, power, and control all means of mobility. It will profoundly impact businesses, governments, and consumers by materially altering interactions across our daily lives. George, a global investment strategist for the active equity thematic portfolios at BNY Mellon AMNA will share the team’s insights on the unique opportunities this will bring across established and emerging themes such as connectivity, automation, sharing and electrification.
George Saffaye, global investment strategist
Tim, lead manager of the Global Impact Opportunities Fund will discuss how Hermes Investment Management seeks to identify and invest in companies that are positioned to help countries achieve the UN Sustainable Development Goals, with the aim of generating market-beating returns.
Tim Crockford, lead manager, Hermes Impact Opportunities
Hermes Investment Management
Volatility is back. Whilst some see this as a headwind, others recognise that investors’ overreaction during periods of market stress creates huge opportunity. M&G Investments explain how taking a more behavioural approach to tactical asset allocation can turn volatility to their advantage.
Graziano Creperio, investment specialist
The Man GLG Pan European Equity Growth Strategy is a long-only, all-cap European approach that invests in a fundamentally selected, concentrated portfolio of stocks that demonstrate consistent growth.
Rory Powe, lead portfolio manager, Pan-European Equity Growth Strategy
Robert will explore the role of dividends, as well as explain what makes Matthews Asia’s investment approach distinctive and how they identify promising long-term opportunities amidst occasionally turbulent markets.
Robert Horrocks, chief investment officer and portfolio manager
Last decade provided the perfect set of conditions for the growth style within US stock markets to outperform. Will it last? How do should investors approach their US equity exposure going forward?
Thomas Poullaouec, head of multi-asset solutions APAC,
T. Rowe Price
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