mallowstreet Breakfast Briefing - Beyond the Boundaries: Investment Opportunities in a New Market Regime – mallowstreet

Sponsored by

Newton Investment Management

About Newton Investment Management:

Newton’s purpose is to improve people’s lives through active, thematic and engaged investment which strives to deliver attractive outcomes to our clients and helps foster a healthy and vibrant world for all.

We focus on delivering outcomes for our clients across active equities, income, absolute return (including fixed income), multi-asset solutions, thematic and sustainable strategies. Those clients include public and private-sector DB and DC pension funds, corporations, charities and, via our parent company BNY Mellon Investment Management, individuals.

We seek to understand the ‘mosaic’ (full picture) of each investment candidate we assess. Our investment platform harnesses both fundamental and quantitative research, which incorporates ESG analysis and is underpinned by a thematic framework. We also aim to drive positive change through voting and continuing engagement with companies.

newtonim.com

mallowstreet Breakfast Briefing - Beyond the Boundaries: Investment Opportunities in a New Market Regime

As we head into 2023, DC schemes will need to consider how they navigate the new market regime to deliver the best outcomes for their members. We believe that an environment characterised by higher volatility and shorter business cycles than we have become accustomed to could be ripe for investors offering highly active portfolios, with the ability to carry out in-depth research into individual securities and access idiosyncratic ideas.

Join Newton Investment Management’s CEO, Euan Munro, as he considers where DC investors could find opportunities against a backdrop of structural change and market conditions that have evolved dramatically.

Speakers

Euan Munro
Chief Executive Officer
Euan Munro is Newton’s CEO and chair of the executive management committee. Euan is a seasoned investment management executive with a background in macro investing. He joined from Aviva Investors where he was chief executive officer and a member of the Aviva plc group executive team for seven years. Prior to this, Euan spent nearly 20 years at Standard Life Investments (SLI) where he was head of multi-asset and fixed-interest investing and was latterly a member of that company’s board. He joined SLI as an inflation-linked portfolio manager from Scottish Provident in 1995.
Euan has a first-class honours degree in Physics from the University of Edinburgh and is a Fellow of the Faculty and Institute of Actuaries. He is also a graduate of the Advanced Management Program at Wharton Business School, Philadelphia.

Program

8:30 AM Registration, Breakfast and Networking
8:55 AM Welcome
9:00 AM Discussion
10:15 AM End

mallowstreet Breakfast Briefing - Beyond the Boundaries: Investment Opportunities in a New Market Regime

Speakers

Program

8:30 AM Registration, Breakfast and Networking

8:55 AM Welcome

9:00 AM Discussion

10:15 AM End