Speakers and topics
US small cap value: why now?
First Eagle US Small Cap Opportunity Fund
Bill will discuss why US small cap value is a compelling investment opportunity for UK investors. He will explain how active management adds value in small cap investing, how his team seeks to exploit inefficiencies in the small and microcap segment of the US market and why current market dynamics may create an opportune environment for the asset class
Why resiliency matters in Continental European equities
MFS Meridian Funds – Continental European Equity Fund
Time in the market can deliver more value, and is far easier, than timing the market. That’s why resiliency and quality matter when investing in companies for the long-term.
With Continental European equities currently offering attractive valuations, Ben will share insights on making the most of this asset class from both a top-down and fundamental perspective.
A more positive outlook for Japanese small caps
Polar Capital Japan Value Fund
It was only six months ago that Japan’s Nikkei 225 Index reached a high not seen for 30 years. The market still sits on a foundation of strong corporate earnings and Polar Capital believes there are plenty of undervalued assets to be found. As we have seen recently, the path ahead is unlikely to be a straight line, but there are strong indications that the direction of travel, in the medium and long term, is going to be upwards. While the outlook for Japan is strong, at Polar Capital they feel the outlook for small-cap Japan is even stronger.
Seizing the opportunity in emerging markets
Robeco Emerging Stars Equities Fund
Emerging markets have long been the engine of global economic growth, offering vast opportunities to investors. Currently, the valuation spread between emerging and developed markets is at levels last seen 20 years ago, right when emerging markets began to outperform their developed counterparts. Jaap will discuss why now is the time to seize investment opportunities in EM.
Fixed income impact investing in the new regime
Wellington Global Impact Bond Fund
The investment regime has changed for fixed income investors. Today, an active and pragmatic approach may be ever more necessary. Join Will as he discusses the new investment paradigm and how through sector rotation and careful security selection Wellington seeks to outperform core fixed income markets,
and how it does all this by investing in impact issuers, enabling clients to align their values and financial goals without compromise.