Featured Events

mallowstreet University Investment Focus: Opportunities in Emerging Markets

Emerging Markets posted very strong performance in the past few years. But the question is, will the performance continue this year and in years to come? With many pension funds now closely examining the asset class, now is an important time to make sure that investors are aware of the full breadth of opportunities available and how to manage the associated risks with investing in emerging markets. Over the course of the morning, we will bring together four world-class managers to share their latest insights and expertise on investing in emerging markets.


Upcoming Events

mallowstreet Dublin Roadshow: Accessing Investment Returns for Pension Funds

At this morning workshop, we will examine some of the key questions trustees should be focusing on in the current environment, new tools to evaluate risk, and where to find return. We will focus on some of the opportunities that exist in fixed income markets and discuss the associated risks. This is a free event for pension decision makers and their advisors. The morning is also available for CPD accreditation.

mallowstreet University Investment Focus: Opportunities in Emerging Markets

Emerging Markets posted very strong performance in the past few years. But the question is, will the performance continue this year and in years to come? With many pension funds now closely examining the asset class, now is an important time to make sure that investors are aware of the full breadth of opportunities available and how to manage the associated risks with investing in emerging markets. Over the course of the morning, we will bring together four world-class managers to share their latest insights and expertise on investing in emerging markets.

mallowstreet University Dinner: Global Emerging Market Equities

Eastspring Investments’ Sam Bentley will be introducing their successful valuation driven investment approach to investing in global emerging market (GEM) equities. Post GFC we have seen investors build a substantial bias towards increasingly expensive quality and growth stocks in their GEM equity portfolios which a GEM Value exposure will help mitigate. Sam will discuss Eastspring’s approach to navigating the often ignored GEM value space including how they identify attractively valued companies, their reliance on deep fundamental research and their integrated approach to considering ESG factors.

mallowstreet University Dinner: Navigating the Credit Cycle

Private debt has proven to be compelling to investors seeking higher yields, with a view to capital preservation, and an increasing focus on cash flow profile. But the elongated economic expansion, record capital formation and terms that are highly favourable to corporate borrowers have created a dilemma for allocators. Securing income from credit sectors with greater barriers to entry, while positioning for dislocation in corporate credit can each help investors to navigate the late stage of the current cycle.

mallowstreet Edinburgh Road Show: Accessing Investment Returns for Pension Funds

At this morning workshop, we will breakout into two Investment Masterclasses to hear the latest from some forward-thinking asset managers. We will examine some of the key questions trustees should be focusing on in the current environment, new tools to evaluate risk, and where to find return.

mallowstreet University Dinner: Emerging Markets (Jupiter Asset Management)

We invite you to an open discussion of the compelling investment opportunities which we believe exist for long term investors in emerging markets in both public equities and fixed income. We hope that this holistic discussion covering salient themes in both emerging market equity and debt markets will provide you and your peers with the opportunity to explore not only the nuances of each area in isolation but also the importance of understanding the interaction between the two.

mallowstreet University Dinner: How can investors prosper in a world that may never return to ‘normal’?

Talib has over 20 years’ experience of markets, and before joining Jupiter in 2018 he was instrumental in the formation and growth of JP Morgan Asset Management’s Multi-Asset Solutions team. Talib has a strong performance track record over his time managing multi-asset funds, and will share the lessons learned investing through the decade after the collapse of Lehman Brothers. Such knowledge and insight feeds directly into the Jupiter multi-asset team’s macro framework that drives their asset allocation decisions. Looking to the future, Talib will examine the opportunities created by an ever-changing market environment and how investors can prosper in a world that may never return to ‘normal’. He recognises that even in a lower yielding, lower growth world, institutional investors still need returns to meet their income and funding level targets and shares his thoughts on delivering income and capital growth.

mallowstreet University Manchester Roadshow: Accessing Investment Returns for Pension Funds

At this morning workshop, we will breakout into three Investment Masterclasses to hear the latest thinking from some forward-thinking asset managers. We will examine some of the key questions trustees should be focusing on in the current environment, new tools to evaluate risk, and where to find return.

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Past Events

mallowstreet University Investment Focus: Private Markets

With many pension funds on the hunt for return seeking assets, a number have turned their attention to private markets. Unlike listed markets, private markets have unique return, risk, and liquidity characteristics. Over the course of the morning, we will bring together four world-class managers to share their latest insights and expertise on investing in private markets. Attendees will have the chance to ask questions and discuss the topics further in intimate, round-table sessions. Register your interest for this event today. This event is available for pension funds and their advisors, and eligible for CPD accreditation by the Pensions Management Institute.

mallowstreet Fixed Income Indaba

The Fixed Income 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.

mallowstreet University Dinner: Is the Fed pivot enough for Emerging Market Debt?

The role of US monetary policy in driving capital flows plays an important role but is often overstated. Capital flows to EM countries are largely influenced by two other factors as well: The growth differential between developed and emerging markets and commodity prices. We will discuss how to optimize the risks and return when investing in emerging market debt.

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