Venice 2017: dinner and day 2
The Mediterranean Summit Venice 2017 that took place at the JW Marriott on the Isola Delle Rose has ended with the presentation of five asset managers.
First Trust Global Portfolios’ product specialist Gregg Guerin has outlined the edges of investing in non-cyclical North American infrastructure.
Nicolas Janvier, portfolio manager of the Threadneedle American Smaller Companies fund has explained the impact of Trump’s America First policy on US small and mid-caps.
Jennifer James, emerging market credit, head of Corporate Research at Janus Henderson, shared her view on the asset class and to which extent it has an investment grade profile with high return.
Kames Capital’s multi asset investment manager Vincent McEntegart presented the firm’s multi income fund that shelters over 200 income ideas.
Tim Paulson, investment strategist fixed income at Lord Abbett, outlined multi-sector income opportunities.