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2021 Newton Investment Conference | Thursday 18 November 2021
We will help you understand some of the major forces of change which are shaping investors’ fortunes
We hope that you will be able to join us and news anchor Daisy McAndrew on Thursday 18 November, either virtually or in person at the Science Museum in London, UK, for Illuminate: Investing in a new light. At the event, we will seek to shed new light on opportunities and risks across the investment landscape.
Event starts Euan Munro welcome China influence: The yin and the yang Inflation: A game-changer for investors?
21:40
Break
22:15
Second half starts A climate of unrest The digital transformation
23:25
Event ends
In-person event
GMT
08:30
Registration and networking breakfast
09:15
Event starts Euan Munro welcome China influence: The yin and the yang Inflation: A game-changer for investors?
10:40
Break
11:15
Second half starts A climate of unrest The digital transformation
12:25
Main event wrap-up
12:45
Seated lunch in the Flight Gallery
14:00
Event ends
Sessions and speakers
Session 1
China influence: The yin and the yang
The influence of China on the global economic and capital-market outlook continues to grow. What pitfalls and opportunities lie in store as a consequence?
A panel of experts – global emerging markets portfolio manager Ian Smith, head of specialist research Raphael Lewis, and global research analysts Justin Sumner and Maria Toneva – will join news anchor Daisy McAndrew to discuss the contributions of our reporters:
Richard Bullock, Senior research analyst, geopolitics External expert – TBC
Session 2
Inflation: A game-changer for investors?
For a decade now, the behaviour of investors appears to have been predicated on the belief that a sustained acceleration in future inflation is unlikely. Are we about to enter an environment in which expectations of inflation begin to rise? What implications would that have?
Portfolio managers John Bailer, Dimitri Curtil, Scott Freedman and Suzanne Hutchins will digest the contributions of our reporters:
Brendan Mulhern, global strategist, Real Return team Jason Lejonvarn, global strategist, multi-asset capabilities
Session 3
A climate of unrest
Changes in the world’s climate (both real and anticipated) are having vast impacts across governmental, corporate and consumer spectrums. How can we make sense of these changes in investment portfolios?
Joining Daisy McAndrew to discuss the topic will be head of stewardship Jennifer Law, portfolio managers Patrick Kent and Philip Shucksmith, and private markets research analyst Katherine Kelly, and we’ll hear from our reporters:
Tom Atkinson, global research analyst, utilities Julianne McHugh, head of impact, equities Rebecca White, responsible investment analyst
Session 4
The digital transformation
Technological innovation is profoundly reshaping our economies and societies. We shine a light on the value creation and disruption that are ensuing, and ask how investors can exploit the related opportunities.
Joining John Porter, chief investment officer of equities, to discuss the topic will be portfolio managers Louise Kernohan, Yuko Takano and Robert Zeuthen, and investigative research analyst Jack Encarnacao. They will explore reports from:
Vivek Gautam, global research analyst, financials Robbie Henderson, global research analyst, technology, internet and media Karen Miki Behr, portfolio manager, equity opportunities team
Speakers
Euan Munro
Chief executive officer
Ian Smith
Co-lead, Emerging Markets and Asia Equities team
Raphael J. Lewis
Head of specialist research
Maria Toneva
Deputy Head of Global Equity Research
Richard Bullock
Senior research analyst, global macro-geopolitics, Fixed Income team
John C Bailer
Deputy head of equity income, portfolio manager
Dimitri Curtil
Global head of multi-asset solutions
Scott Freedman
Credit analyst & portfolio manager, Fixed Income team
Brendan Mulhern
Global strategist, Real Return team
Jason Lejonvarn
Global investment strategist
Jennifer Law
Head of stewardship
Patrick Kent
Portfolio manager, Head of Small Cap Equities team
Philip Shucksmith
Portfolio manager, Real Return team
Julianne McHugh
Head of sustainable equities
Rebecca White
Responsible investment analyst
John R Porter III
Chief investment officer, head of equity
Louise Kernohan
Head of Global Opportunities
Robert C Zeuthen
Head of secular pod, portfolio manager
Jack Encarnacao
Research analyst, investigative, Specialist Research team
Vivek Gautam
Global research analyst
Karen Miki Behr
Portfolio manager, Global Opportunities team
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Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
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Additional information
CPD opportunity:
This event is eligible for three hours of continuing professional development (CPD).
Further event information:
Subject to government and venue guidance, our plan is to hold a ‘hybrid’ event, with both in-person and virtual attendance. We will be unable to provide a full recording after the event. However, we will provide a selection of written and video content.
Covid-19 disclaimer:
We are committed to providing a safe and comfortable experience for delegates, and will comply with Covid-19 guidelines set by the government and the venue at the time of the event. We will communicate these as we get closer to the event date.
Individual Investors will be redirected to bnymellon.com
This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Class Order 03/1099, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Class Order exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia.
Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
This material is for Australian wholesale clients only and is not intended for distribution to, nor should it be relied upon by, retail clients. This information has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Before making an investment decision you should carefully consider, with or without the assistance of a financial adviser, whether such an investment strategy is appropriate in light of your particular investment needs, objectives and financial circumstances.
This information is made available by Newton and BNY Mellon Investment Management Australia Ltd (AFSL 227865). This information is confidential and is only provided to Australian wholesale clients (as that term is defined in section 761G of the Corporations Act 2001 (Cth)). This is not an offering or the solicitation of an offer to purchase an interest in any financial product referred to in this website. This content is for general purposes only and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision an investor should consider the appropriateness of the information in this website having regard to these matters and read the disclosure document relating to a financial product. Investors should also consider obtaining independent advice before making any investment decisions. Investments can go up and down and to the extent that this website contains any past performance information, past performance is not a reliable indicator of the future performance of the relevant investment or any similar investment strategy.
Newton Investment Management Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws.
