We helped investors understand some of the major forces of change At the event, we shed new light on opportunities and risks across the investment landscape. Read more about the four major forces of change we spoke about at the event: China, inflation, climate change and digital transformation.
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 – joined news anchor Daisy McAndrew to discuss the contributions of our reporters:
Richard Bullock, Senior research analyst, geopolitics Terry Branstad, U.S. Ambassador to China (2017-2020); Longest serving governor in U.S. history Craig Allen, President, US-China Business Council
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 digested 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 were head of stewardship Jennifer Law, portfolio managers Patrick Kent and Philip Shucksmith, and private markets research analyst Katherine Kelly, and we heard 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 shone a light on the value creation and disruption that are ensuing, and asked how investors can exploit the related opportunities.
Joining John Porter, chief investment officer of equities, to discuss the topic were portfolio managers Louise Kernohan and Robert Zeuthen, and investigative research analyst Jack Encarnacao. They explored 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!
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