Illuminate: Investing in a new light.

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 in person at the Science Museum in London or virtually, 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.

Agenda

In-person event

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

Meet the manager sessions

15:00

Event ends

Virtual event

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

Event ends
Spotlight

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

Daisy McAndrew
Daisy McAndrew

News anchor

Euan Munro
Euan Munro

Chief executive officer

Ian Smith
Ian Smith

Portfolio manager, equity opportunities

Raphael J. Lewis
Raphael J. Lewis

Head of specialist research

Justin R Sumner
Justin R Sumner

Research analyst, equity research team

Maria Toneva
Maria Toneva

Global analyst, consumer

Richard Bullock
Richard Bullock

Senior research analyst, geopolitics, specialist research team

John C Bailer
John C Bailer

Deputy head of equity income, portfolio manager

Dimitri Curtil
Dimitri Curtil

Global head of multi-asset solutions

Scott Freedman
Scott Freedman

Analyst and portfolio manager, fixed income

Suzanne Hutchins
Suzanne Hutchins

Portfolio manager, Real Return team

Brendan Mulhern
Brendan Mulhern

Global strategist, Real Return team

Jason Lejonvarn
Jason Lejonvarn

Global investment strategist

Jennifer Law
Jennifer Law

Head of stewardship

Patrick Kent
Patrick Kent

Deputy head of equity opportunities, portfolio manager

Philip Shucksmith
Philip Shucksmith

Portfolio manager, Real Return team

Katherine Kelly
Katherine Kelly

Research analyst, private markets, specialist research team

Tom Atkinson
Tom Atkinson

Global analyst, cyclicals

Julianne McHugh
Julianne McHugh

Head of impact, equity team

Rebecca White
Rebecca White

Responsible investment analyst

John R Porter III
John R Porter III

Chief investment officer, head of equity

Louise Kernohan
Louise Kernohan

Portfolio manager, UK equities

Yuko Takano
Yuko Takano

Portfolio manager, global equities

Robert C Zeuthen
Robert C Zeuthen

Research analyst, equity research team

Jack Encarnacao
Jack Encarnacao

Research analyst, investigative, specialist research team

Vivek Gautam
Vivek Gautam

Global research analyst

Robbie Henderson
Robbie Henderson

Global research analyst

Karen Miki Behr
Karen Miki Behr

Portfolio manager, equity opportunities team

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Meet the managers

To be confirmed.

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.

Contact details

Event enquiries

In-person venue

Science Museum
Exhibition Road
South Kensington
London
SW7 2DD

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