|Job title||Co-Portfolio Manager|
|Company||Nordea Investment Management|
|Title||An overlooked opportunity|
|Content||In our view, many investors overlook the large and growing climate and environment investment opportunity due to misperceptions. The area is no longer driven by subsidies and philanthropic motives. Something more powerful is driving the transition towards a less carbon intensive and more sustainable world. A strong economic incentive to adopt Climate and Environment solutions! This is where we focus and what provides us with plentiful opportunities for stock picking. We invest in the world of tomorrow, in well established companies providing products and solutions that will benefit from strong growth. Nordea has been among the pioneers with the launch of our product 9 years ago. We will demonstrate our differentiated approach, how we have created our strong track record and why we truly believe that the Climate & Environment investment opportunity has reached an inflection point.|
|Biog||Henning has been the co-portfolio manager on the Climate & Environment since 2009. He began his career in 2008 with Nordea Investment Management as a research associate focusing on the financial sector globally. In 2011, Henning became responsible for the IT sector research globally. In 2014, Henning became part of the portfolio management team on our European Focus equity products and responsible for the Cyclical Super Sector research globally. Henning holds a MSc. in Business Management from the University of Münster, Germany.|
|Job title||Portfolio Manager—European Value Equities|
|Title||AB European Equity Portfolios – multiple ways to win in Europe today|
|Content||European equities are coming back in to favour among global asset allocators – is Europe now a crowded trade? Or is the market still focused on top-down themes and as a result, less on individual companies? AB’s research focuses on uncovering diverse company-specific opportunities across a range of sectors. Applying a private equity approach to public equities, they exploit these opportunities to seek differentiated insights on companies’ earnings prospects. The team have enhanced the disciplined process of their long-established pan-European and Eurozone funds, enabling them to produce strong returns even through the unusual market disruption of the last few years. Portfolio manager Andrew Birse will outline these enhancements and reveal the areas of most significant return potential he sees today.|
|Biog||Andrew Birse was appointed Portfolio Manager of European Value Equities in March 2016. He is also a Senior Research Analyst and leader of the industrials sector, and has managed the International Small Cap Value service since its inception in 2014. Prior to joining the firm in 2010 as a research analyst, Andrew spent seven years in the Corporate Finance Group at McKinsey & Company, working in the firm’s London, Sydney and Auckland offices. He holds a BCom (Hons) in finance and a BA in history and economics from The University of Auckland, and an MSc in economics and philosophy from the London School of Economics. Location: London|
|Job title||Director, 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 (FTGP) 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 $2.5bn 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.