Latest recording

Commercial Real Estate: Fit for a post-pandemic world?

November 30, 2021

The Covid-19 pandemic caused enormous disruption and impacted the way we live our lives both at work and in leisure. The implications for real estate are stark and significant. Trends in retail have been evident for many years with the pandemic further accelerating the share of retail transactions conducted on the web. The implications are apparent for the High St and in the need for logistics to support changing consumption behaviours. Offices and workspaces are…

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Small Cap Equities

November 18, 2021

Sponsors American Century Investments Barings Fidelity

With panellists Quilter Cheviot Redington Avellemy

Small cap equity investment is always a fascinating area to explore. Often under-researched and avoided by larger investors due to illiquidity and insufficient capacity, the space brings great alpha potential for the savvy, specialist investor. In this panel, we went ‘round the world’ exploring …

Women in Portfolio Management: ESG in Fixed Income

November 1, 2021

Sponsors Loomis Sayles Morgan Stanley Investment Management

With panellists Willis Towers Watson

Despite recent industry focus on Diversity & Inclusion (D&I), women remain hugely under-represented in senior portfolio management positions. In this Panel, we were delighted to welcome three female investment leaders to explore why that is, what can be done to improve female representati…

Reqional Equity Income

October 21, 2021

Sponsors Ninety One Guinness Asset Management Matthews Asia

With panellists Umbra Capital Sanlam Investec Wealth & Investment

Equity Income remains the bedrock of many a client portfolio. As we emerge from the unprecedented covid shock, we explored the outlook for equity income across key regions and what companies have learned to manage future disruption. We welcomed specialist equity income investors from three key g…

Secure Income from Real Estate

September 29, 2021

Sponsors Alpha Real Capital Schroders Capital

With panellists Law Debenture Mercer Willis Towers Watson

The hunt for yield to pay cashflows is a constant challenge with ongoing stimulus resulting in rock bottom yields in investment grade bond markets. Real Estate assets are a natural hunting ground: They offer attractive characteristics including, long dated and often inflation-linked cashflows. In…

Growth Fixed Income

September 13, 2021

Sponsors Capital Group PGIM Fixed Income

With panellists Willis Towers Watson Mercer Capital Cranfield

In a post-GFC world of monetary stimulus where higher quality investment grade and secure income assets are hoovered-up by well funded entities and insurers, elevated yield in liquid fixed income has been challenging to secure. Many investors though, from under-funded DB pension schemes to privat…

Investing for Impact: UK place-based investment

Sponsors Schroders

With panellists Impact Investing Institute Clwyd Pension Fund Hymans Robertson

Deprivation, poverty and entrenched place-based inequality have been further exacerbated by COVID in communities across the UK. The publication of the Impact Investing Institute’s white paper “Scaling up institutional investment for place-based impact” has highlighted how investing in real estat…

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