Rogier Quirijns, portfolio manager, Cohen & Steers
Trends and opportunities in the European listed real estate market
As the last of the suspended UK property funds reopens, Roger will explain why now is the time to address the liquidity mismatch of using open-end vehicles to invest directly in illiquid bricks and mortar. He will give the benefits of real estate securities as a better fit for open-ended funds, not just for liquidity reasons, but for the ability to diversify beyond the UK property market.
Gordon Mackay, portfolio manager, Janus Henderson Investors
Identifying high quality franchises in the global equity market
Gordon will explain the benefits of investing in undervalued, high-quality companies operating in attractive end markets. The GEM team’s mind-set is to hold these companies indefinitely so Gordon will expand on athe strategy to highlight a number of the long-term secular trends that they believe remain underappreciated.
Gareth Turner, beta specialist, JP Morgan Asset Management
Enhancing portfolio diversification through exposure to alternative risk premia
As we approach the later stage of this economic cycle, ensuring appropriate portfolio diversification is becoming an increasingly important topic for investors. Gareth will examine how systematic exposures to a range of alternative risk premia may represent an effective way of achieving this goal in a liquid, low cost and transparent manner.
Peter Dionisio, portfolio manager, European High Conviction Fund, Lombard Odier Investment Managers
A different approach to investing in leading European companies
In the context of an improving economy tempered by ever-present risks, Peter will discuss why he thinks a selective, disciplined bottom-up investment approach provides an effective way to take advantage of European stock opportunities.
Dan Tubbs, head of emerging markets, Mirabaud Asset Management
Gem Equities, is the rally nearly over?
Global Emerging Market (GEM) equities have been one of the best performing asset classes year to date, supported by a synchronised global recovery, improving world trade and loose global liquidity. But, with the Fed looking to tighten and QE gradually being withdrawn, is the rally in GEM near to an end? Dan will share his thoughts on the short and long-term outlook for GEM equities.
Gauri Pande-Chanchani, executive director, Morgan Stanley Investment Management
Income, The Right Way
Alistair will discuss why a concentrated equity strategy, which seeks to produce a sustainable income alongside long-term compounding of capital and relative downside protection, provides investors with a safer, surer income.
Lloyd Harris and Rob James, fund managers, Old Mutual Global Investors
An insight into contingent capital bonds
Banks have become soundly capitalised since the global financial crisis and their issuance of contingent capital bonds shows no sign of abating. Though complex and requiring detailed analysis, they offer an attractive yield with low correlation. Lloyd and Rob will give their insights into this often-misunderstood asset class and a view of its future potential.