InvestmentEurope’s Madrid Forum 2018 has kicked off in Spain’s capital, bringing a diverse set of investment ideas to the local fund selector community gathered at the Westin Palace Hotel.
Groups taking part include Candriam, Aviva Investors, Aberdeen Standard Investments and Mirabaud Asset Management, which collectively have addressed topics such as emerging markets, multi-asset strategies, fixed income’s current challenges and global equities.
Aberdeen Standard Investments’ head of Diversified Multi-asset Mike Brooks has expressed his views on multi-asset portfolios while giving an update on two of the main Aberdeen Standard Investments’ multi-asset strategies.
According to the firm, investing across a wide range of asset classes can be a simple way for investors to improve their returns and to lower the risk of their portfolios in the current market environment.
Anu Narula, head of global equities at Mirabaud Asset Management, – who started working in the portfolio management industry in 2001 – ,now manages the funds Mirabaud Equities Global Focus and Mirabaud Global Equity High Income. Narula has highlighted the ESG approach taken by Mirabaud when managing one of its equity strategies, which does not invest under any circumstance in tobacco, alcohol, gambling or defence.
Aviva Investors’ investment specialist Fabio Faltoni has presented Aviva’s multi-strategy fixed income, outlining certain ways to delivering the outcomes needed from fixed income in a time in which some 10 trillion of government debt worldwide is yielding below zero. He has also discussed some of the challenges that traditional fixed income investors are facing, and how Aviva’s multi strategy fixed income approach could help investors to improve the risk and return profile of fixed income portfolios.
Paulo Salazar, senior equity analyst- Emerging Markets at Candriam, has explained how Candriam’s fund Equities L Emerging Markets generates alpha consistently, through a unique investment approach that combines a winning stock picking approach with a thematic overlay.
According the equity analyst, with growth patterns less dependent on developed markets, companies operating in emerging countries offer numerous opportunities in the most traditional sectors, as well as in megatrend related sectors, such as technology and demography.
A full event report will feature in the next issue of the InvestmentEurope magazine. Presentations put forward at the event will also be available through the ‘Past Events’ section of the InvestmentEurope website for buy side professionals.