Otilia will discuss Amiral Gestion’s asset allocation strategy via ‘Shiller Cape’, a cyclically adjusted price-to-earnings ratio, which seeks to normalise the economic cycle by taking into account a company’s previous 10 years of profits. She will discuss this strategy in the context of the Sextant Grand Large equities fund.
Otilia Bologan, portfolio manager,
Otilia started her career at BNP Paribas followed by an internship at Amiral Gestion.
By investing in companies and using the sustainable development goals (SDGs) as an engagement framework, Jamie will outline how investors can contribute to a more sustainable world. “Individuals increasingly want to make a positive impact and, as consumers, there is a growing recognition that we can align our investment decisions with our values,” he says. “Ultimately, we want our money to drive improvement in the world around us.”
Jamie Jenkins, managing director, co-head of global equities,
BMO Global Asset Management
Jamie is lead manager of the BMO Responsible Global Equity Fund and the BMO SDG Engagement Global Equity Fund
Emerging and developed market economies have changed over the past 20 years, and Michael will question whether country risks are now efficiently priced in credit markets. He will explore how an alternative perspective on evaluating country risks can achieve diversification and enhance returns in investment grade bonds.
Michael Leithead, senior portfolio manager & head of fixed income,
EFG Asset Management
Michael runs three fixed income strategies and the credit research process.
Eurozone equities often represent a core investment to many investors around the world. How should an investor seek this exposure? Active? Passive? Gregg will detail the potential opportunities available in today's eurozone market. He will also highlight a detailed review of the performance and attribution of EU stock market returns.
Gregg Guerin, senior product specialist,
First Trust Global Portfolios
Gregg supports the business development across the UK and European markets
Bond investors have benefitted enormously from the supportive policies of global central banks. But as these policies are gradually unwound, clouds of economic uncertainty are growing. Investors seeking stable levels of income without undue risk face a double headwind – navigating both the low interest rate environment and late-cycle credit markets. David will explain how a more flexible approach is critical at this juncture.
David Lloyd-Nolan, director, investment product specialist,
David communicates investment policy, strategy and tactics, performs portfolio analysis and leads product development.
Reports of the death of the stock picker have been greatly exaggerated. Europe, a market sometimes dominated by macroeconomic concerns rather than corporate fundamentals, might be considered a challenging place to generate alpha. Edward will highlight why the current market environment is conducive to generating great stock picking returns for the smart fundamental investor and where current opportunities might lie across the market.
Edward Rumble, co-portfolio manager, European Equities Fund,
Ed co-manages the Pensato portfolios as well as retaining oversight of portfolio construction and risk analysis.
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