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.
Paul Clark, Africa equity specialist,
Paul joined Ashburton Investments in 2012 where he set up and manages the Africa Equity Opportunities Fund. Previously, he was with the African Alliance Group, where he launched the Africa Pioneer Fund in 2007.
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.
Luke Barrs, executive director,
Goldman Sachs Asset Management
Luke is head of the fundamental equity client portfolio management team in Emea. As an emerging markets specialist, he helps clients gain access to the sector, and assists with their strategic asset allocation.
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?
Mickey Gambale, CEO,
Mickey has, over the last 20 years, built up his business experience to include a vast range of financial service skills. He has done everything from starting a micro-lending and E-commerce business to being an executive at corporate level.
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.
Gerard Cawley, fund manager, Japan Value Fund,
Gerard joined Polar Capital in January 2005. Prior to joining, he gained five years’ experience in Japanese equities at Schroder IM.
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.
Simon Hedger, global portfolio manager, real estate securities,
Principal Global Investors
Simon is based in London and is responsible for the firm's Europe, Middle East, and Africa capability in Reits and listed real estate securities. He has experience dating back to 1978 as an analyst and portfolio manager.