Infrastructure includes a broad array of transport, communications and power to help a society flourish.  The expenditure needed to upgrade dated transport systems, build digital networks and electrify as the race to net zero quickens is vast, bringing a multitude of investment opportunities. Acc...

Emerging Markets bring investment potential but can be at the forefront of Climate uncertainty, governance opacity, human rights and political interference. We covered: Patricia Ribeiro – Senior Portfolio Manager- American Century Why alignment with SDGs is crucial when investing in developing ec...

The Social or ‘S’ part of ESG is gaining increasing attention as investors seek social impact alongside financial return.  Our speakers will look at: Tom Norman – co-Head Thematic Equities – Ninety One Key considerations for A Just Transition Anthony Eames – Director of Responsible Investment Str...

Engagement allows asset owners and managers to influence company behaviour via voting, covenant structuring and capital deployment. In this panel we discussed how engagement encourages enhanced corporate behaviour delivering financial and ESG returns to investors: Gita Bal – Global Head of Resear...

Japan can often be dismissed as a fading economy mired in deflation with an ageing population.  On the face of it, perhaps, an uninspiring home for investment especially with China getting so much attention as an investment opportunity. Let’s not forget then, that Japan’s equity market is broad a...

The UK and Europe took negotiations to the wire, but as 2020 drew to a close, signed a trade deal for a new trading relationship. With this in mind, as we moved into 2021, this was an ideal time to evaluate the outlook for UK Equities. We welcomed three leading UK equity portfolio managers to eva...

Thematic investment has risen to prominence in recent years as investors seek both diversification and focus for their investment portfolios whilst seeking the growth opportunities of the future. The Virtual Panel brought together leading portfolio managers to talk about 3 mega-themes:  they were...

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...