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BRUSSELS • 26 MAY 2016



Rajeev Bahl- Investec
NameRajeev Bahl
Job titleEuropean regional specialist
CompanyInvestec Asset Management
TitleDelivering performance in European equities by avoiding behavioural errors
ContentRajeev Bahl, our European regional specialist at Investec Asset Management, presents his positive view on European equities. Our fundamental expectation of a recovery in European corporate earnings remains intact and there are also signs that attitudes on corporate reform in Europe are changing. As such, we are finding more opportunity in companies that are undertaking self-help and making efforts to rationalise.
Our award-winning Fund is run using the 4Factor investment process which gives rise to an adaptable portfolio which is benchmark, style and size agnostic. Our high conviction portfolio has an excellent track record of outperformance of 8.0% over the past three years, without taking excessive market risk.
BiogRajeev is a European regional analyst within the 4Factor Equity team at Investec Asset Management, and previously a Global Service sector analyst.
Prior to joining the firm, Rajeev was a partner at Matrix Corporate Capital where he was co-head of research and senior research analyst covering European software and IT services. Rajeev previously worked in equity research at Piper Jaffray, Deutsche Bank and J.P. Morgan Cazenove covering a range of European mid and large caps including periods focusing on technology, and on mid-caps in northern Europe.
Rajeev graduated from the London School of Economics with the first class degree in Economics, Finance and Accounting. He subsequently qualified as a Chartered Accountant at KPMG, where he was focused on chemical, mining and distribution businesses.
Alexander Uhlmann- Invesco
NameAlexander Uhlmann
Job titleDirector Portfolio Management, Invesco Global Strategies – Quantitative Equities
TitlePotential for positive returns regardless of market direction: Invesco Global Equity Market Neutral
ContentEquity Market Neutral Strategies historically delivered positive returns during down equity market cycles as well as in up cycles. The resulting low correlation with traditional asset classes like bonds or equities is a key strength of Market Neutral strategies. Invesco’ Quantitative strategies Team has over 20 years experience in managing such strategies. An engineered discipline using quantitative modeling seeking to create positive returns within specified risk parameters.
BiogBased in Frankfurt, Alexander is a member of the Portfolio Management Team and is responsible for business development, risk control and investment communication.
He started his investment career when he joined our company in 1997.
He holds a “Diplom Betriebswirt (FH)” degree from Frankfurt School of Finance and Management, and is a CFA Charterholder and a member of the German CFA Society.
NameSteven Smith
Job titleInvestment Specialist
CompanyCapital Group
TitleHarness the power of growing income
ContentIn today’s environment of low interest rates, many investors are looking for a stream of income with the potential to grow over the long term. One option is to explore the opportunities offered by dividend-paying stocks, particularly those with scope for dividend growth in the future.

The Capital Group Absolute Income Grower strategy aims to provide current income that will grow over time, as well as capital appreciation. The strategy invests in companies that offer attractive combinations of current yield and future growth across equities and fixed income globally. The fixed-income holdings can supplement income and lower the volatility of the overall portfolio.
BiogSteven Smith is an investment specialist at Capital Group. He has 13 years of investment industry experience and has been with Capital Group for nine years. Prior to joining Capital, Steven was a member of the U.K. equity portfolio management team at UBS Global Asset Management. He holds a first-class honours degree in business management with Spanish from Royal Holloway, University of London. He also holds the Chartered Financial Analyst® designation. Steven is based in London.
NameStephen Marsh
Job titleFixed Income Portfolio Specialist
CompanyT. Rowe Price
TitleDivergence in high yield – why a focus on fundamentals is fundamental
ContentDivergence between different high yield markets means that opportunities to invest in strong companies at attractive valuations continue to arise.
Is it time to get out or ramp up?
At the start of 2016, most investors seemed to be choosing the former. However, it is important to remember that the high yield bond market is not a homogenous entity and the US and European markets, for example, remain at different points in their respective cycles and should be considered separately.
BiogStephen Marsh is a portfolio specialist in the Fixed Income Division. Prior to joining T. Rowe Price in 2015, Stephen worked at SEI Investments as head of European fixed income and a portfolio manager. He has also held investment roles at Merrill Lynch, RMB International and Liontrust Asset Management. Stephen earned a B.A. (with honors) in business studies from the University of Central Lancashire, majoring in economics. He also has earned the Chartered Financial Analyst designation.