Some 75 delegates from across the region took part in InvestmentEurope’s Pan-European Summit Lausanne 2017, which was hosted at the Beau-Rivage Palace on the shores of Lake Geneva.
Offering three days of key investment ideas from both active managers and ETF providers, the event also offered key networking time for peers to compare fund selection approaches, as well as a gala dinner in the 12th Century Château d’Oron.
The event keynote was provided by Stéphane Garelli, former managing director of the World Economic Forum, host at Davos, and currently professor at the University of Lausanne and specialist in studies into competitiveness.
Groups taking part included Aberdeen Asset Management, Baillie Gifford, Brandes Investment Partners, Eurizon Capital, First State Investments, First Trust Global Portfolios, Lord Abbett, MFS Investments, Nordea Asset Management, Old Mutual Global Investors, Ossiam in partnership with Barclays, Principal Global Investors, RWC Partners, Tokio Marine Asset Management.
The Nordic Summit Stockholm 2017 took place at the Grand Hotel 14-15 March, and played host to over 45 fund selector delegates from the region.
There they heard presentations from participating groups, including American Century Investments, Artemis Investment Management, Aviva Investors, Columbia Threadneedle Investments, Danske Invest, Eurizon Capital, Henderson Global Investors, Invesco, Matthews Asia, M&G Investments, RAM Active Investments and Unigestion.
Following an afternoon of networking opportunities during the buffet lunch and coffee break, further time to meet peer fund selectors was offered through a drinks reception before a keynote was delivered by Jonas Kjellberg, co-founder of Skype, to the formal sit-down dinner.
InvestmentEurope‘s Milan Alternative UCITS Forum 2017 took place at the Four Seasons hotel in Milan, featuring six groups – Aviva Inestors, Duemme, Eurizon Capital, Investec Asset Management, Jupiter and Liontrust – who presented to some 40 fund selector delgates.
Topics covered included multi-strategy and multi-asset, European long/short equities, strategic stockpicking, portfolio building for robustness, the status of resources equities, and whether to invest in European asset backed securities.Read more
InvestmentEurope’s Paris Hidden Gems Roundtable 2017 took place 28 February 2017 at the Hotel Raphael.
Groups presenting the the circa 20 fund selectors present included Artemis, Eurizon Capital, Investec Asset Management, Seilern Investment Management and T. Rowe Price.
Collectively, they covered issues such as European long/short equities, low volatility absolute return EM bonds, fixed income in a challenging market environment, methods for finding the best companies globally, and how to discover hidden gems in the European equity landscape.Read more
InvestmentEurope’s Frankfurt Absolute Return Roundtable 2017 took place 16 February at the Steigenberger Frankfurter Hof.
The event gathered 24 local fund selectors and featured presentations from Eurizon Capital, Invesco Perpetual, Anthilia Capital Partners, Jupiter Asset Management and LionTrust Asset Management.
Among topics highlighted were contrarian approaches to equity and low volatility absolute return investing in emerging market bonds, integrating investment ideas in portfolios, achieving absolute return with capital protection, generating alpha through fundamental stock picking and focusing on companies’ cash flows as key component of shareholders returns.Read more
InvestmentEurope’s Luxembourg Multi-Asset Roundtable 2017 took place 14 February at Le Place D’Armes hotel in the centre of the Old Town of the Grand Duchy.
Hosting some 20 delegates, the event featured presentations from Eurizon Capital, Nuveen boutique NWQ, American Century Investments and Azimut. In focus were areas including contrarian approaches to equity and low volatility absolute return investing in emerging market bonds, the outlook for US small cap equities in light of uncertainty around policies of the Trump administration, the case for emerging market equities, and opportunities in hybrid corporate bonds.
InvestmentEurope’s Fund Selector Forum Tel Aviv 2016 took place 7 December 2016 at the Hilton Tel Aviv, and features presentations from speakers representing Columbia Threadneedle Investments, Henderson Global Investors, Kames Capital, Santa Barbara from Nuveen, and Schroders.
Delegates were treated to views from a wide range of investment topics such as dividend growth in current markets, property investment opportunities in the world’s biggest cities, how to approach bottom-up stockpicking in Europe, high yield, and the improving outlook for emerging markets equities.
The Fund Selector Forum Stockholm 2016 attracted some 25 delegates to hear portfolio managers discuss investment themes and opportunities as diverse as convertible bonds, asset backed securities, management of risks, such as climate risk, beyond standard volatility and correlation metrics, as well as spotting changes ongoing in emerging markets that give rise to opportunities in both local and hard currency debt.
Taking part were speakers from Fisch Fund Services (Fisch Asset Management), MAINFIRST Asset Management, Unigestion and Vontobel Asset Manangement (TwentyFour Asset Management).
InvestmentEurope’s Fund Manager of the Year Awards 2016/17 took place at the May Fair Hotel in London on 29 November.
The Awards recognise funds that offer consistent risk-adjusted perfomance, which are available in at least two of the key markets covered by InvestmentEurope, and which fund selectors across the region have expressed a preference for in their respective categories.
To view the full list of winners and highly commended funds click here: http://www.investmenteurope.net/events/fund-manager-year-awards-winners/
InvestmentEurope‘s Fund Selector Forum Milan took place 10 November 2016 at the Four Seasons hotel, with some 61 fund selectors attending.
The event featured presentations from AB, Capital Group, Comgest, Henderson Global Investors, Jupiter Asset Management and T. Rowe Price; collectively they covered off topics during the presentations on areas such as US stocks, high yield bonds and fixed income investment opportunities amid current low yields, as well as Emerging Markets.
InvestmentEurope‘s Fund Selector Forum Madrid took place 3 November 2016 at The Westin Palace, Madrid, with some 27 fund selectors attending.
Groups taking part included Generali Investments, Nordea Asset Management, Raiffeisen Capital Management, Aviva Investors, and RWC Partners; collectively they covered off topics during the presentations on areas such as multi-asset approaches to total return, the emerging market opportunities particular to the Europe and Asia, the challenges but also opportunities in the ongoing demographic shift globally, and maintaining exposure to fixed income amidst low to negative yields as well as concerns over central bank policy direction.Read more