Charlotte will introduce the global macro philosophy that underpins the strategies that H2O manage. Specifically, she will introduce delegates to the alternatives to traditional fixed-income portfolios and discuss how H2O views the current global macro environment.
Charlotte Sargent, client portfolio management, H2O Asset Management,
Natixis Investment Managers
Charlotte works closely with the portfolio management team and is responsible for providing daily support to Natixis IM’s business development units
The unwinding of leveraged long positions proved challenging for long/short strategies in 2018, particularly in the latter part of the year. Mark and Mark will outline the strengths and weaknesses of long/short strategies in volatile markets. They will also explain why a repeat of the unwind of leveraged longs is not likely to be repeated in 2019
Mark Boucher, partner and fund manager,
Mark Twain, partner and fund manager,
Smith & Williamson
Mark Boucher is the head of UK equities and co-manager of the Smith & Williamson Enterprise Fund and UK Equity Growth Fund.
Mark Swain is part of the team managing Smith & Williamson’s UK institutional funds, Enterprise Fund (long/short), UK Growth Fund and UK Income Fund.
Nigel will discuss how investing in commercial freeholds with ground rents and long leases creates a fund with a stable income return and low volatility. A strategy that has previously only been available to the institutional market can help diversify your clients’ portfolio and provide a good yield.
Nigel Ashfield, managing director and fund manager,
Nigel is fund manager of two funds, the Time: Commercial Freehold and Time: Freehold.
As monetary tightening seems be coming to a close across the developed world, what asset classes are well placed to benefit from such a trend reversal? Ned will look at the qualities of gold, silver and their underlying equities in such an environment.
Ned Naylor-Leyland, portfolio manager,
Merian Global Investors
Ned joined the company in 2015 and is the portfolio manager of the Merian Gold & Silver Fund.
Premwadee will outline how DWS´s Liquid Real Assets platform offers liquid and diversified access to real estate and infrastructure through publicly-traded securities. This approach allows instant capital deployment and tailor-made solutions even with lower investment volumes.
Premwadee Bandel, investment specialist, liquid real assets
Premwadee joined DWS in 2015. She previously worked for Allianz Real Estate.
With yields still low and quantitative tightening coming in Europe, it is becoming challenging to extract satisfying income from traditional fixed income markets. Pierre explains that there are alternative limited-duration yield plays available which can help investors seize opportunities from spreads created by company events and specific company inefficiencies.
Pierre di Maria, portfolio manager & head of event driven team, Cheyne Capital
Pierre joined Cheyne in March 2014 to manage the Cheyne European Event Driven Fund.