|Job title||Investment Manager|
|Title||Overcoming the income challenge|
|Content||Attractive and dependable levels of income are increasingly sought after. We believe that a diverse multi-asset portfolio can deliver an income target of 5% per annum, capital growth and risk management through dynamic asset allocation and high conviction stock selection. |
Vincent will explore the income theme in the current market environment. He will also explain how he manages the portfolio to meet the yield target by using all the asset classes available to create a risk managed portfolio.
|Biog||Vincent McEntegart is an investment manager in our Multi-asset team with 30 years’ industry experience. He joined us in 2013 from Goodhart Partners (an MBO of the multi-manager business of WestLB Mellon Asset Management) where he was a partner responsible for client relationships and new business. Prior to this, Vincent was Co-Head of Investment Manager Research at Hymans Robertson and a senior member of the investment consulting practice. Vincent has also worked for Alexander Clay Consulting (now part of Aon) and Clerical Medical Investment Group. He has a BSc in Mathematical Sciences from the University of Strathclyde and a Diploma in Actuarial Techniques from the Institute of Actuaries|
|Name||Leonardo da Costa|
|Job title||Director and Portfolio Manager|
|Company||First Trust Global Portfolios|
|Title||Harvesting yield divergence and the currency risk premium|
|Content||Global fixed income markets have experienced substantial yield compression over the last few decades making it increasingly difficult for investors to harvest returns from their traditional fixed income allocations. The traditional sources of fixed-income risk premia, namely duration and credit risk, have typically dominated investors’ focus.|
Leonardo will highlight an opportunity for taking a global approach to fixed income, shifting the focus from absolute yield levels to relative global yield divergence and the currency risk premium. First Trust’s FactorFX Fund (FTFX LN) is an exchange-traded fund (ETF) that seeks to deliver total returns by exploiting carry, value and momentum factors within global fixed-income and currency markets. The strategy has potential to diversify existing fixed income allocations in a rising yield environment.
|Biog||Leonardo is a Director and Portfolio Manager at First Trust Global Portfolios Limited (FTG P) where he focuses on global fixed income and is a specialist in emerging markets. Leonardo joined FTGP from a boutique French asset manager where he was portfolio manager on the fixed income team. Previously, he worked for Hydra Capital Management, a specialist emerging market fund manager, on the firm’s long/short and long only emerging market fixed income products. He started his career as a member of the Global Emerging Market Debt team at Aberdeen Asset Management. The team was responsible for managing $2.5 billion of emerging market fixed income assets across total return, income, and closed end products. Leonardo has a B.Comm (Honors) in Investment and Financial Management from the University of Pretoria (South Africa) and is a CFA Charterholder.|
|Job title||Equity Specialist|
|Company||T. Rowe Price|
|Title||Perspectives on Europe: What lies ahead?|
|Content||Sentiment towards European Equities has markedly improved recently. Andrew Clifton, a member of the European Equity Investment Team at T. Rowe Price, will examine whether this is justified and, more critically, whether it will continue to be the case. He will also discuss where his team is currently finding the most attractive opportunities, and how they implement these ideas into the European Equity Fund.|
|Biog||Andrew Clifton is a portfolio specialist in the Equity Division at T. Rowe Price. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.|
Andrew has over 27 years of investment experience, six of which have been at T. Rowe Price. Prior to joining the firm in 2010, he was an executive director at UBS Global Asset Management. Prior to that, he was a vice president at Merrill Lynch.
Andrew earned a B.Sc. in economics from the London School of Economics and an M.Sc. in econometrics from the University of Southampton.