RWC Partners, La Financière de l'Echiquier, Edmond de Rothschild Asset Management, Principal Global Investors, Carmignac, Sycomore Asset Management, and 1167 Capital are the asset management groups that will be speaking at InvestmentEurope's Italian Summit Rome 2019.
Davide Basile, portfolio manager at RWC Partners, will analyse the benefits of convertible bonds while will outline the reasons why he believes an investment in the asset class is compelling. According to the manager, convertibles can offer a valuable tool to investors in the current scenario, especially when the dynamics are pointing to a period of outperformance for the asset class versus static balanced portfolios of equities and bonds only.
Sonia Fasolo, head of the SRI team and SRI Growth Europe fund manager at La Financière de l'Echiquier, will present to the audience the firm's recent study on the strong relationship between ESG and performance.
Edmond de Rothschild's fixed income portfolio manager Benjamin Melman will discuss on how to navigate fixed income markets in the current challenging environment. Questioning and uncertainties on the evolution of the economic, monetary and political cycles have led to renewed volatility on fixed income markets. In this context of severe movements, the need for active management and diversification is crucial, the manager points out.
Pierre Verlé, head of Credit and fund manager of Carmignac Portfolio Unconstrained Credit Fund, will discuss how his unconstrained approach, characterised by completely non-benchmarked, active, flexible and opportunistic management, is crucial to navigate credit markets with success.
Damien Buchet, CIO Total Return at Finisterre Capital, will share his views on the outlook for emerging market debt, the parts of the market that he is finding interesting and how he is positioned given this market backdrop.
Sycomore AM's founding partner & co-head of Portfolio Management Emeric Préaubert, will outline the firm's investment approach to equities, in which ESG, the quality of the company's fundamentals, the discount in the value of its share price compared to its intrinsic value, and its momentum are the three main factors behind Sycomore's investment decisions.
Matthew Sethard-Wright, CEO and partner of 1167 Capital will share his views on emerging market government bonds, which he considers an efficient way to solve the challenge of the low interest rate era.
The Summit, which will count on the CFA Society Italy as its main educational partner, will also include a panel discussion on its programme.
The panel will be moderated by Sky Tg24's TV News Anchor Vittorio Eboli and joined byFilippo Stefanini,head Multimanager Investments & Unit Linked at Eurizon Capital SGR; Stefania Luzi, head of Economics and Finance area in Mefop (the company owned by Italy's Ministry of Economy and Finance); and Roberto Violi, senior director of the Bank of Italy's Financial Markets and Payment Systems Department as panellists.
To register your interest on attending the event click here.