Women in Portfolio Management: Emerging Markets

Sponsors J O Hambro Capital Management Morgan Stanley Investment Management
With panellists Mercer
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Despite recent industry focus on Diversity, Equity & Inclusion (DE&I), women remain significantly under-represented in senior portfolio management positions. In the fourth of our Women In Portfolio Management series we welcomed female investment leaders to investigate. We explored career ...

Infrastructure in an Inflationary World

Sponsors Quinbrook Infrastructure Partners Fiera Infrastructure
With panellists isio LCP Capital Cranfield
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After an extended period of very low inflation, it is back with a passion and front and centre of the minds of all investors.  In this context, Infrastructure, a real asset, offers some very interesting attributes, often-times with cashflows linked to inflation. In this panel, we welcomed expert ...

EMD Highlights reel | Barings

Sponsors Barings
With panellists Mercer wtw SEI Border to Coast Pool
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In this highlights reel we welcome Kawtar Ed-Dahmani of Barings We explore 2 key areas: Should we have different criteria by which to measure ESG in Emerging Markets? Climate considerations when underwriting Emerging Market sovereigns

EMD Highlights reel | MSIM

Sponsors MSIM
With panellists Mercer wtw SEI Border to Coast Pool
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In this highlights reel we welcome Marshall Stocker of MSIM affiliate Eaton Vance. We explore 2 key areas: The outlook for Local Currency, Hard Currency and credit in EM bond markets The work Marshall and team have done around economic freedom and how this can be an indicator of future investmen...

EMD Highlights reel | T.Rowe Price

Sponsors T.Rowe Price
With panellists Mercer wtw SEI Border to Coast
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In this highlights reel we welcome Andrew Keirle of T.Rowe Price We explore 2 key areas: Emerging Market Debt relative to Developed Market Sovereign Bonds The case for investing in Frontier and Off-Benchmark emerging markets

Has China become Uninvestible?

Sponsors Matthews Asia RisCura
With panellists Redington bFinance
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As China’s grows, so do its capital markets.  Its on and offshore equity markets are packed with thousands of companies, big and small including innovative leaders across internet, electric vehicles and giant consumer brands, to name just a few.  This brings great investment opportunities, ...

DC Under the Microscope Series (3/3) – Private Markets for DC

Sponsors Schroders Fulcrum
With panellists LCP Smart Pension
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Private Markets, mainstays of DB investment strategies, have been hard to access for DC members due to illiquidity, pricing frequency and cost. However,  with the potential for higher returns, diversification and impact addressing the challenges could be well worth it. In this panel we welcomed T...

DC Under the Microscope Series (2/3) – Engaging Members with Impact & ESG Leadership

Sponsors Baillie Gifford
With panellists Redington Quietroom Cushon Mastertrust
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With a cost of living crisis raging and joining the housing ladder being key attention grabbers, engaging members to focus on pension savings is a huge challenge. Increasingly, evidence suggests that younger members are attracted to impact and ESG leadership in their investments and this can be t...

DC Under the Microscope Series (1/3) – Modern Default Design

Sponsors AllianceBernstein Ninety One
With panellists Barnett Waddingham Pension Policy Institute
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The days of anodyne passive equity, corporate bond and cash lifestyle paths are over!  Innovation in the investment industry in designing modern defaults is allowing a wider array of asset classes into structures and extending glide paths into the decumulation stage. In this Panel we welcomed Dav...