Millennials (people born between 1980 and 2000) are the largest demographic wave in history, and, as the global economy’s main source of wealth and spending, they are creating lasting disruption across industries. With this disruption, a secular growth opportunity is emerging. This presentation will highlight how a high-conviction stockpicking strategy can generate alpha by investing in the corporate beneficiaries of the millennial effect.
Gerard will talk you through the unique characteristics for value investors in Japan, and the opportunity set he sees in deeply out of favour companies. He will also explain what he sees as the catalysts for the return of value as Japan moves from QE to QT.
There is a reason large-caps are what they are. Our industry has different styles of investing from value through to growth, Paul will explore how these large caps move through these different market cycles.
Why Reits? The public global Reit market started the year off with a bang, and Simon believes investors will continue to appreciate the sector, not only for yield, but also for its potentially durable, predictable, and most importantly, growing income stream. Reits provide stable growth late in the cycle, historically have a long-term total return enhancer relative to stocks and bonds and are liquid, with immediate exposure to real estate and a lower beta than stocks. They also offer capital appreciation tied to real asset ownership and diversification through a low correlations to other asset classes, and within real estate across geographies and property types.
Mickey will look at the eight drivers of change within the wealth management industry and how wealth managers can pivot their business to remain relevant and succeed with a more discerning and digitally-driven client base. The client is demanding a more integrated experience, are you ready and able to deliver?