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Speakers
Kristofer Dreiman
Johannes Jögi
Erik Lundkvist
Presentations
Workshops
How can we best capture opportunities within the current Fixed Income environment?
The rate-cutting cycle looks to be upon us, and this is a period that has historically been an attractive entry point for fixed income. Yet the pace and timing of rate cuts is a key uncertainty for investors, while real rates also remain elevated. Given this, and against a worsening economic outlook, which bond markets hold the most compelling risk-reward profile right now? And what can value-driven, active investors do to try and capture their return potential?
Workshop Objectives: How we can add value in fixed income by combining an informed macroeconomic view with a disciplined assessment of bond market valuations.
Company Profile: M&G Investments is an asset manager that connects the dots globally to identify investment opportunities.
Our global network of investment professionals connect world-class research capabilities with the diverse experiences and views of experts across multiple asset classes.
We call this Intelligence Connected.
We’ve been putting our clients at the centre of everything we do for over 90 years. And after launching Europe’s first-ever mutual fund back in 1931, we’re now recognised for our expertise in fixed income, private markets, multi-asset solutions and equities, including our growing range of sustainability-driven thematic equity products.
Today, we manage over £313bn* on behalf of individual and professional investors, including banks, pension funds, insurers, sovereign wealth funds, family offices, charities and advisors. And by investing for our internal client, we further enhance our ability to understand and act on our clients’ objectives.
As part of M&G plc, the international savings and investment business, we also have a shared purpose to give everyone real confidence to put their money to work.
*As at 31 December 2023
Speakers
Richard Woolnough
Richard Woolnough manages Optimal Income, Corporate Bond and Strategic Corporate Bond, three of M&G’s flagship fixed income strategies. Richard, who joined M&G in January 2004, began his career at Lloyds Merchant Bank in 1985, moving to Italian insurer Assicurazioni Generali two years later, followed by SG Warburg. In 1995, he became a fund manager at Old Mutual. Richard graduated from the London School of Economics with a BSc in economics.
Representatives
Francesca Casamatti
Senior Sales Manager – Discretionary Clients
Francesca Casamatti e’ in M&G Investments dal 2015 e dal 2019 e’ Senior Sales Manager per la clientela Wholesale in Italia.
Francesca ha conseguito la laurea in Economia e Commercio presso l’Universita’ Bocconi di Milano. Prima di lavorare in M&G, Francesca ha lavorato in Deutsche Bank.
The Dawn of the A.I. Era
We are at the beginning of the use of Artificial Intelligence in many fields of our life. We still need to understand how to use it and how to set boundaries to regulate its applications, but we cannot deny the significant impact that these technologies will have in industries, especially in the revamp of productivity. We have a long experience in managing portfolio following a thematic, fundamental, bottom up approach that helps us identifying which are the winner of this transition, both from the side of the enablers and from the side of companies that will increase their business and revenues thanks to the use of new applications.
Workshop Objectives: Showing the potential of the AI transition into the development of companies’ growth and how we can offer a valuable investment solutions to take advantage of that, thanks to our proven investment approach into the equity markets
Speakers
John Gladwyn
Senior Investment Manager
John Gladwyn joined Pictet Asset Management in 2017. Before being appointed as lead PM of the Pictet – Digital fund in 2022 he was the co-manager of the Pictet Robotics fund (2017-2022), focusing on software-centric companies. Prior to that he worked at Polar Capital as an analyst on the Technology investment team. John started his career at Blackrock Investment Management in 2008, working on the Global Equity team. John has a Bachelors degree from Oxford University (Classics) and a Masters in Finance (Distinction) from London Business School. He is a CFA Charterholder.
Representatives
Antonio Poggialini
Sales Director
Antonio Poggialini joined Pictet in 2011 as Sales Director, covering the Wholesale channel in Italy. From 2020 he is the head of the Sub-advisory business for Pictet in Italy, responsible of the development of custom-made investment vehicles for Italian Financial Institutions, as well as Sales representative for the Greek market.
Prior to Pictet he worked four years as a Senior Sales Manager at Goldman Sachs, Investment Management Division. He started his career at Julius Baer Asset Management as a Portfolio Manager for Pensions Funds portfolios, from 2000 to 2007.
Antonio holds a BSc Degree in Economics and Finance from Università Luigi Bocconi, Milan.
