The fight against cancer, a social issue which impacts a significant number of sectors and companies from around the world at all levels of development and size. Servaas will discuss how to become an active player in the fight against cancer.
Servaas Michielssens, portfolio manager
Disruptors have traditionally been associated with the technology sector, but a wider scope of sectors are being transformed by digital innovation, retail and automotive being just two examples. Mark considers why the identification of true growth companies is no longer just a technology story.
Mark Hawtin, investment director,
Mark is responsible for running global long only and long/short funds investing in the technology sector. Prior to joining GAM Investments in 2008, he was with Marshall Wace AM for eight years.
Low growth, low yields, expensive markets, geopolitical uncertainty and disruption are the five problems facing investors today. Thematic growth, sustainable dividends, stewardship and resilient portfolio construction are today’s solution. Jerry will show how Sarasin’s disciplined investment process and thematic philosophy offers clients a unique answer to income and growth investing.
Jerry Thomas, head of global equities
Sarasin and Partners
Jerry is the fund manager of Sarasin Thematic Global Equity funds. He joined Sarasin & Partners in 2016 from Allianz Global Investors, and has more than 20 years’ investment experience.
Cloud computing has become ingrained in nearly every aspect of our lives by fundamentally altering how we consume, process and share information in the digital age. WisdomTree believes cloud-based solutions offer a potentially compelling, long-term opportunity for investors in an exciting technology segment. Christopher will discuss why cloud computing sits at the forefront of technological change and how it could power your portfolio over the long-term.
Christopher Gannatti, head of research, Europe
Christopher started at WisdomTree as a research analyst in 2010. In 2014, he was promoted to associate director of research, and took his current role in 2018. Previously, he worked at Lord Abbett.
Published by Last Word Media (UK) Limited, Fleet House, 1st Floor, 59-61 Clerkenwell Road, London, EC1M 5LA. Copyright © 2018. All rights reserved. Company Reg. No. 05573633. VAT. No. 872 411 728. ISSN 2397-284X
Portfolio Adviser provides up-to-the minute news, tools and professional resources for key fund selectors and distributors in both the wholesale and institutional sectors. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.