Ninety One Global Franchise is a high conviction and low turnover portfolio of quality stocks which can provide investors strong upside participation but with lower drawdown. This resilience is critical in the uncertain economic environment we find ourselves in today. In this session, Ninety One’s Joe Knight introduces the fund and explains why it is well positioned for the current backdrop, particularly compared with value and growth.

Fixed Income investing has recently been characterised by low yields in the “cheap money” era of ultra-loose monetary policy. Times have changed; an unprecedented tightening cycle has seen carry return to the asset class. The “income“ in Fixed Income is well and truly back. But where we go from here is unclear. The next credit cycle will be marred by increased volatility and an uncertain macro and rates environment. We believe a contrarian and value-driven approach is vital to protecting and appreciating capital in this environment. Capital markets have evolved, and so must the way credit is managed.

Workshop Objective: How to generate equity-like returns with bond-like volatility: demonstrating that a contrarian, value-driven and nimble approach to credit investing is needed for better risk-adjusted returns.

Company Profile: We are an independent asset manager, overseeing investments across a range of equity, fixed income, alternative and multi asset products. We are over a 1000 employees, over 400 investment professionals, in 18 locations and we manage USD 284 bn (as of 12/2021)
We are part of the Pictet Group, an investment-led services group founded in Geneva in 1805 whose unique partnership structure has provided the stable foundation for our long-term thinking. We are active managers with a strong focus on valuation across equity, credit, sovereign debt and currencies. We are innovators, always seeking new sources of alpha. Risk management an integral part of our decision-making process.

What do asset managers need to do to stand out in the market?
Introduction to UBS Asset Management’s capabilities: a holistic offering across all asset classes and capabilities  to evolve from the competition

Company Profile: UBS Asset Management, a business division of UBS Group AG, is a global large-scale and diversified asset manager, with a presence in 23 markets. 
We offer investment capabilities and styles across all major traditional and alternative asset classes – from active to passive including a comprehensive sustainable investing offering – as well as advisory support to institutions, wholesale intermediaries and Global Wealth Management clients. Invested assets for the UBS Asset Management division of UBS Group AG totaled USD 1,188 billion as of June 30, 2023.