In this presentation, Ewan will explain how he aims to achieve capital growth in the Asia Pacific region (excluding Japan) and the Indian sub-continent by seeking out and investing in companies that are disrupting the existing order and thriving in the hubbub and tumult of changing times. He will show how he looks for mould-breakers and fearless management teams prepared to invest today for rewards in the future.
Ewan Markson-Brown, investment manager, Baillie Gifford
Ewan works in the emerging markets equity team
Contrary to previous practice in Japan, an increasing number of companies are now seeking to improve returns to their shareholders. In this presentation, Richard will explain the reasons behind the switch, suggesting that the introduction of stable and sustainable dividend policies and tactical use of buybacks has improved shareholder prospects.
Richard Aston, portfolio manager, Coupland Cardiff Asset Management
Richard manages the CC Japan Income & Growth Trust and the open-ended fund run to the same strategy.
In today’s ‘lower for longer’ environment, Asian fixed-income continues to shine. In this presentation, Neal will argue that the region’s strong economic fundamentals and increasingly accommodative monetary policy create a diverse series of investment opportunities, where active managers with the right local knowledge and expertise, can offer consistent positive returns and real diversification for client portfolios.
Neal Capecci, managing director, portfolio manager, Manulife Investment Management
Neal's expertise is within multi- and single currency Asia Pacific bond mandates.
In this presentation, Oliver will highlight how a unique combination of local knowledge and ‘quantamental’ investment process can help sort the wheat from the chaff in China. He will also explain why Chinese equities are at an interesting juncture and offer plenty of opportunities for savvy investors.
Oliver Lee, investment director, Merian Global Investors
Oliver covers global EM, systematic positive skew and style premia absolute return strategies
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