mallowstreet University Digital Roundtable: Finding Alpha in Emerging Markets - A Framework for Active Management Across the Fastest Growing Economies
toJoin the team from Milltrust, as they explain why they are challenging the all-to-common investor approach of only selecting one or two large global EM managers to fill an EM allocation quickly and “safely”.
- Milltrust International
mallowstreet University Digital Roundtable - Commercial Ground Rents: A Secure Income Opportunity in a Time of Adversity?
toSecure income assets have grown in popularity over recent years due to their ability to deliver high quality, often inflation-linked cashflows at attractive valuations. Robust performance during the covid-19 pandemic has further highlighted the asset class’ resilience to adverse market conditions.
- Alpha Real Capital
mallowstreet University Digital Roundtable: 2020 - A Volatile Year for UK Pension Schemes, How Have Cashflow Strategies Fared and What Lessons Have Been Learned?
toWith the impact of COVID-19, trustees have been forced to prioritise shorter-term risks and investment considerations. What can we learn from those schemes which in recent years had already set out to re-position their investment strategies to focus on sustainable cashflow delivery and the de-risking of their overall investment strategies?
- AXA Investment Managers
toAs new and exciting players to the global stage, emerging markets is an area of interest to all investors looking for opportunities further from home. Our expert presenters will share their experience, help attendees understand the risks as well as the opportunities in allocating to this fast growing and expanding asset class.
- Artemis Investment Management LLP
toThe market is witnessing a rapid increase in the quantity and variety of ESG data. As a quantitative manager, Quoniam benefit from their experience in handling large amounts of data and interpreting the results of analysis. Thomas Kieselstein and Mara Schneider will present how they integrate ESG into their investment decisions and discuss how systematic processes have evolved beyond exclusion lists.
toThe mallowstreet Defined Benefit Indaba* will bring together some of the industry’s biggest influencers to hear a selection of interactive keynote presentations. These will be interspersed with five Investment Masterclass breakout sessions which will cover key asset classes and investment opportunities, specifically tailored for defined benefit pension funds.
- Aberdeen Standard Investments
- Wellington Management