Aberdeen Investments
Our spirit is our strength
A global specialist asset manager
For over a century, we’ve carried our Scottish spirit with us in everything we do.
Our sense of adventure has taken us to new markets. Our courage to invest, when others haven’t, has unlocked global opportunities. Our resilience through challenging markets has formed the foundation of our long-term strategy.
And now, our confidence allows us to harness our knowledge and focus on our core strengths so we can keep delivering for our clients.
Managing €429.7bn in assets for our clients*
On behalf of individuals, intermediary and institutional clients across 80 countries.*
Specialist knowledge
Deep understanding of the asset classes and geographies we invest in.
Global reach
Experts on the ground in more than 25 locations. We deliver local insights at a global scale.*
Strong relationships
Deliver exceptional client service to nurture strong relationships.
*All data, facts and figures are as of 31 March 2025.

flexible, global balanced fund managed by Johannes Hesche and Tobias Engl. The fund aims to achieve a performance similar to that of equities with significantly lower volatility than the stock market. This objective is achieved through a combination of two successful investment styles: value investing and event orientation combined with diversification. Fund AuM size: €6,349.3 million. Euro (June 30, 2025).
 
With a performance of +9.9% (share class A) and volatility of just 3.5%, the ACATIS Value Event Fund ended 2024 on a convincing note. The fund thus continued its long-standing success story. 

Workshop Objectives: Tobias Engl and Johannes Hesche, the portfolio manager, will discuss investment style, market opportunities, and special situations, and specifically show how these can be implemented in the ACATIS Value Event Fund.

Company Profile: In 1994, ACATIS imported value investing from the United States to Germany and established it as an investment style. Inspired by Berkshire Hathaway and Warren Buffett, Dr. Hendrik Leber is often referred to as the “German Warren Buffett.” Value investing is based on the assumption that capital markets are inefficient and uses fundamental analysis to identify undervalued companies. ACATIS has developed this approach and now calls it “Buffett 2.0.” This approach takes into account not only fundamentals, but also the sustainability of business models. ACATIS currently manages a range of funds including equity funds, diversified

Is it finally time to explore growth opportunities in European equities? In this interactive session, portfolio manager and Chief Investment Officer Thorsten Winkelmann invites you to discuss his investment strategy that seeks to benefit from the compounding power of owning shares in structurally growing, high-quality companies over the long term. Thorsten will explain how his team looks for visibility in companies’ long-term earnings and cash flow growth, supported by sustainable competitive advantages and high barriers to entry. The presentation will highlight a focused and disciplined approach to investing in high-quality companies for long-term growth.

Workshop Objectives: Delegates will hear about growth opportunities in European companies.  They will learn how this team find and invest in structurally growing, high quality companies, a process honed over many years.

Company Profile: AllianceBernstein is a leading investment-management firm with $803 billion in client assets under management, as of 30 June 2025. 2025. With a unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies, we aim to deliver differentiated insights and distinctive solutions to advance investors’ success. Across our global network, we’re fully invested in delivering better outcomes for our worldwide clients, including institutional, high-net-worth and retail investors. By embracing innovation, we seek to address increasingly complex investing challenges and opportunities. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

This presentation explores Allspring’s differentiated approach to flexible fixed income investing and why it delivers more.   More opportunistic. More diversified.  More consistent.  This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles. 

We'll also show why it’s the ideal time to revisit flexible fixed income strategies.  Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago.  We’ll also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market.” 

Workshop Objectives: 
1.    Understand the key components of a multi-sector fixed income investment process, including security selection, sector allocation, and risk management techniques. 
2.    Analyse the relative value and risk-return characteristics of major fixed income sectors, such as government bonds, corporate credit, high yield, emerging markets, and securitized products. 
3.    Evaluate the current market environment and economic factors influencing various fixed income sectors.

Company Profile: Allspring Global Investments™ is an independent asset management firm with more than $600 billion in assets under advisement*, over 20 offices globally, and investment teams supported by 390+ investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit www.allspringglobal.com.  
 *As of March 31, 2025. Figures include discretionary and non-discretionary assets.

We will explore the advantages and risks of a long volatility strategy as diversifying and enhancing component in multi-asset portfolios – using the Assenagon Alpha Volatility fund as a case in point.

The fund has demonstrated a clear counter-movement to traditional multi-asset allocations components during historical market crises. In periods of severe market dislocation, it has consistently delivered strong positive returns – for example, a peak gain of over 40% during the Covid-19 crisis.

The strategy is UCITS-compliant, manages more than €1 billion in assets, and has been run by the same experienced team since December 2012.

Workshop Objectives: We will explore the advantages and risks of a long volatility strategy as diversifying and enhancing component in multi-asset portfolios. 

Company Profile: Assenagon is one of the fastest growing, independent asset managers in Europe. The company specialises in the active management of capital market risks, and the provision of investment solutions for institutional investors and distribution partners. In particular, fund management focuses on the need of capital investors to generate income within clearly risk budgets. 
Since its foundation in 2007, investors have entrusted of around EUR 72 billion to the company's management. 
Ever since its inception, Assenagon has become synonymous with successful process and product innovation based on strong mathematical and analytical foundations. A powerful technical infrastructure sets industry standards and enables cost effective and efficient investments. Operating across four locations Assenagon offers its clients access to all key financial markets worldwide. 

 

This workshop presents BIT Capital’s approach to investing in tech equities. Since 2019, our flagship fund, the BIT Global Technology Leaders, has delivered net returns of more than 35% p.a. through high-conviction stock picking based on deep fundamental analysis, enhanced by proprietary data-driven analytics. 

The BIT investment process combines traditional and alternative datasets to identify disruptive companies early - often before they reach the broader market’s radar. While the “Magnificent 7” at times are part of the portfolio, the majority of outperformance stems from lesser-known innovators with strong KPIs and compelling market positions. 

The workshop will also examine how BIT Capital managed to maintain high conviction in core portfolio companies in 2025, while optimizing downside -without sacrificing upside capture.

Workshop Objectives: Provide insights into BIT Capital’s fundamental, data-enhanced investment process and show how it allows us to maintain high-conviction through volatility while balancing downside protection with upside capture.

Company Profile: BIT Capital is an owner-managed, independent asset manager specialising in technology equity funds. With a boutique focus on the entire spectrum of the technology sector, the BIT Capital investment approach is grounded in a superior understanding of technological innovation by means of a serial tech-entrepreneur CIO and investment team of industry specialists and data engineers. BIT Capital is committed to identify tomorrow’s technology winners today and enable its investors to benefit from the mass market viability of established technologies as well as the high growth potential of emerging technologies such as AI and their adoption leaps.

 

Nordic markets offer a rare combination of economic stability, strong public finances, and innovation. DNB Asset Management provides investors with access to transparent fixed income and equity strategies focused on long-term, sustainable growth.

Workshop Objectives: Showcase Nordic market resilience and sustainable investment opportunities in bonds and equities.

Company Profile: DNB Asset Management is one of the leading asset managers in the Nordic region offering a wide range of investment strategies from equity and bond funds to thematic funds focusing on technology, the environment, healthcare and the financial sector. DNB Asset Management has been at the forefront of responsible investment, building on a long tradition of investing in the Nordic region since 1967.

Asia ex-Japan comprises four main countries: China, Korea, Taiwan and India. China and Korea have been laggards over the last decade. China, because of its deteriorating relationship with the West and more recently from weak consumer sentiment resulting from the deflation of its property bubble. Korea, because of poor corporate governance. Both these countries, for the first time in years, have begun to outperform in 2025. What does this mean for contrarian investors, such as us? Where are the opportunities in Asia now following the recent outperformance of previous laggards? Join us to discuss where we see the opportunities going forward.

Workshop Objectives:

Explore the next chapter for Asian markets, considering where growth and value may emerge – and how our unconstrained approach helps uncover overlooked opportunities.

Company Profile: 

Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.

With over a decade of track record and EUR 3 billion in assets under management, our funds OptoFlex LU0834815101 and US EquityFlex LU1138397838 are designed to enhance both equity and bond portfolios. These UCITS-compliant strategies systematically capture risk premiums, delivering consistent and reliable returns for our investors. Two of our portfolio managers invite you to a short introduction.

Workshop Objectives: We would like to warmly invite you to a focused session on our investment strategy. Discover how our decade-long, systematic approach delivers consistent returns and learn about:

1.    Systematic Approach: Benefits of our proven, rule-based method.
2.    Avoiding Forecasts: How avoiding unreliable predictions enhances risk management.
3.    Simplifying Complexity: The role of liquidity and simplicity in achieving stable returns.
4.    Preparing for Declines: Tools for managing market downturns.
5.    Continuous Hedging: Ensuring long-term success and liquidity.

Join us to see how these insights can enhance your investment strategy.

Andrei and James have managed the strategy for years with a focus on downside protection very successfully, outperforming the index and peers with first decile rankings over most standard periods. While many peers tend to prefer a currency-approach, investing only in EUR-denominated corporate bonds, we prefer a European domicile-approach, additionally investing in USD and GBP bonds (all hedged back to EUR). This approach does not only increase our universe but also provides yield pick-up and is a better reflection of European risk. The majority of the long-term alpha is being driven by credit selection and allocation, keeping duration levels very close to our index.

Workshop Objectives: Discover how our strategy differs from competitors and how the team was able to generate compelling risk-adjusted returns since tenure, navigating several crises. Also, we will discuss why it makes sense to add to the asset class in the current environment.

Company Profile: Fidelity International offers investment solutions & services and retirement expertise to more than 2.9 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $670 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

In this macro landscape, leveraging exponentially growing data and Large-Language-Models (LLMs) seems to be top of mind globally. The technological application of AI receives a lot of attention with the potential to transform industries, society, and the world. As a quantitative, data-driven manager with a proven track record of over 35 years, we believe data and technology can be major differentiators in helping inform better investment decisions. However, we emphasize the importance of robust guardrails and human oversight, alongside a comprehensive understanding of the risks and a balanced approach when implementing the latest technologies.

Company Profile:

Invesco is one of the world’s leading independent global investment firms with global AUM of $2 trillion (as of July 31, 2025), solely focused on investment management. With over 8,500 employees worldwide (as of July 2025), the firm directs all of its intellectual capital, global strength and operational stability toward helping investors achieve their long-term financial objectives. Invesco provides a wide range of investment strategies (spanning all major equity, fixed income, asset allocation and alternative asset classes) to retail and institutional clients around the world. On the ground in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol "IVZ".

The higher yield and defensive income profile of floating rate investments like CLOs has attracted asset allocators looking to improve portfolio diversification.

Looking at European AAA CLOs versus Euro IG credit, investor can access better yield, better credit quality and compelling relative value.

Although there has never been a default of an A - AAA CLO in Europe, every CLO is unique. This is why the expertise of an active manager is so important. Active management can help to significantly reduce volatility and maximum drawdowns – resulting in maximisation of the income per unit of risk without leaving yield on the table.

Janus Henderson has a broad expertise managing 27.7Bn$ in active CLOs ETF and more than 59Bn$ in securitised assets.

Workshop Objectives:

Learn about the securitised debt market with focus on Collateralised Loan Obligations (CLOs), their characteristics and current opportunity set, and why an active approach to the sector is key.

Company Profile: 

Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.

We are investors – that is what we do. But it is how we do it that sets us apart. We draw on more than 90 years’ experience of insight-led investing that allows our world-class teams to form independent perspectives.

Our global reach and expertise allow us to continuously innovate as we partner together with clients and bring our whole firm to deliver solutions, invest on behalf of millions of people, and fulfil our purpose of investing in a brighter future together

Founded in 1993, J O Hambro Capital Management is an independently managed, active investment boutique managing assets for clients worldwide across a range of global and regional equity strategies from our offices in London, Boston, New York, Philadelphia, Singapore, Prague, Dublin, Paris and Frankurt.

Our success has been founded on recruiting experienced fund managers with proven long-term investment pedigrees and robust investment processes. With no house view, no investment committee and no chief investment officer, our fund manager-led teams – all dedicated to a single strategy – enjoy independence of thought and full autonomy, with the unfettered freedom to exercise their well-recognised stock picking skills free from the bureaucratic distractions of larger investment houses.

And they deploy those skills with one primary objective in mind: to exceed our clients’ expectations.

• Assets under management: £17.0bn

• Investment strategies: 17

• Investment professionals: 32

This session introduces Jupiter’s new European Equity team, previously GAM’s longstanding team, renowned for delivering attractive risk-adjusted returns through a flexible, style-agnostic approach to active investing. The manager will provide an in-depth overview of the team’s investment process, highlighting how rigorous fundamental research, insights from a specialist expert network, and a disciplined, risk-focused approach to portfolio construction underpin their strategy. The discussion will also explore the key secular growth opportunities currently being targeted, offering insight into how these themes are shaping long-term performance potential. Attendees will gain a clear understanding of the team’s philosophy, their distinctive approach to generating value for clients, and are welcomed to ask questions around portfolio positioning and the team’s proven track record.

Workshop Objectives: 

Explore Jupiter’s distinctive, flexible, and focused approach to active European equity investing. Understand the secular growth opportunities the team are pursing to seek superior, long-term risk-adjusted returns for clients.

Company Profile: 

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.

From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.

Now, 40 years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.

A volatile political and geopolitical landscape is likely to be a permanent fixture of global dynamics going forward, bringing uncertainty to the future paths of interest rates. In this environment, fixed income investing has become more complex than ever, making unconstrained bond strategies potentially appealing to investors looking for a one-stop solution, or diversification from more traditional fixed income funds.

Workshop Objectives:

We will cover:

• How the management team adapts to fast changing market environments
• How much credit and interest rate risk they believe are relevant at different points in the economic cycle
• Current positioning and outlook for the strategy

Company Profile: 

L&G’s asset management division combines deep expertise in asset management and origination with global distribution capabilities to deliver positive outcomes for our clients, which include individual savers, pension scheme members and global institutions, investing alongside L&G’s own balance sheet. As a global investor, we are present where our clients need us – from Hong Kong and Singapore, to major European financial hubs, to Chicago.  

We provide investment solutions across the full spectrum of asset classes. In fixed income, we have a capability set designed to perform in any market environment, with an extensive range encompassing active unconstrained, EMD, HY and index strategies. In the ETF space we are known as pioneers in thematic funds, while also innovating with our commodities range.

Our division is underpinned by our enduring commitment to responsible investment, dedicated to creating long-term, sustainable value for our clients and partners.

 

Company Profile:

M&G Investments has been investing for private and institutional clients for over 90 years. Our principles of long-term investing, responsible asset management and active fund management have always formed the basis of our approach.

We consider it our responsibility to strive for long-term, sustainable returns in line with our clients' investment and asset accumulation goals. We find that investors are increasingly striving to align their investments with their environmental and social values. With a whole range of funds, we help to meet this need.

With investor interest in EM equities on the rise, the question is how best to capture the opportunity. These markets are inefficient, characterised by low analyst coverage, fragmented governance and liquidity gaps - all of which create opportunities for skilled stock-pickers.

Drawing on over 30 years of emerging market expertise, Ninety One uses its distinctive 4Factor approach to turn these inefficiencies into opportunities. Varun Laijawalla, Portfolio Manager at Ninety One, will discuss how his team’s active, core, style-agnostic approach is designed to navigate this landscape, uncover opportunities, and deliver long-term returns beyond what broad market exposure alone can offer.

Workshop Objectives: 

To demonstrate how and active, core, style-agnostic approach is designed to navigate emerging market equity investing, uncovering opportunities, and delivering long-term returns beyond what broad market exposure alone can offer.

Company Profile: 

Investing for a world of change.

Ninety One is an active, global investment manager managing EUR 156.3 billion in assets (as at 31.03.25). Our goal is to provide long-term investment returns for our clients while making a positive difference to people and the planet.
Established in South Africa in 1991, as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. In 2020, as a global firm proud of our emerging market roots, we demerged to become Ninety One.
We are committed to developing specialist investment teams organically. Our heritage and approach let us bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset and alternatives to our clients - institutions, advisors and individual investors around the world. 

With deposit yields falling and inflation still present, low-risk investors face a clear challenge: how to activate their cash without compromising on safety. 

In this session, we explore how dynamic allocation within Europe’s highest quality bond segments — covered bonds and government debt — can offer a compelling solution. These asset classes provide structural safety, liquidity, and regulatory support, creating a resilient foundation for generating the low-risk returns clients need. We demonstrate how our Nordea 1 – Active Rates Opportunities Fund tactically navigates jurisdictions, curve segments, and relative value dislocations to deliver alpha. This is a strategy focused on making the most of quality — capturing opportunity where others see only safety.

Workshop Objectives: 

Show how Nordea’s active allocation across European covered and government bonds has consistently outperformed cash rates — while staying firmly anchored in high-quality, low-risk fixed income.

Company Profile: 

Nordea Asset Management (NAM), part of the Nordea Group—the largest financial services group in the Nordics—provides European and global investors access to a broad range of investment funds. Clients include banks, asset managers, financial advisors, and insurance companies.
NAM maintains offices in Bonn, Brussels, Copenhagen, Frankfurt, Helsinki, Lisbon, London, Luxembourg, Madrid, Milan, New York, Oslo, Paris, Santiago de Chile, Singapore, Stockholm, and Zurich. This local presence supports the goal of accessibility and high-quality client service.

Nordea’s success is built on a sustainable multi-boutique approach, combining internal expertise with select external partners to deliver stable alpha. Solutions span all asset classes and markets.
As an ESG pioneer, NAM offers award-winning responsible investment solutions to investors globally.

CLOs offer unique access to stable, high-quality income. Join PGIM Fixed Income Portfolio Strategist Loren Sageser to explore why the team behind the PGIM Global AAA CLO Fund believes emphasizing opportunities in the CLO market’s highest-quality tranche can deliver rewards that far outweigh related risks. With higher yields than comparably rated bonds, AAA CLOs boast a history of standout stability and attractive risk-adjusted returns. 

Gain insight into the CLO market. Learn about AAA CLOs and how strategically allocating to them can enhance fixed income diversification and contribute to portfolio resilience. Discover why there is also a strong tactical case to be made amid current conditions thanks to attributes such as floating rate coupons and strong structural protections.

Workshop Objectives:

Expect to learn about the global CLO market, the attributes of high-quality CLO tranches, and the potential benefits of allocating to AAA CLOs.

Company Profile: 

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through more than 30 market cycles. Managing more than US$1.44 trillion in assets, PGIM offers clients deep expertise across public and private asset classes, delivering a diverse range of investment strategies and tailored solutions—including fixed income, equities, real estate and other retail investment vehicles. With 1,450+ investment professionals across 42 offices in 19 countries, we serve retail and institutional clients worldwide. For more information, visit pgim.com.
As of 30 June 2025.

In this workshop, PIMCO introduces a flexible, income-oriented investment strategy that seeks attractive returns through diversification across different private-credit asset classes while also delivering a balanced liquidity profile. The session aims to convey the fundamentals and to identify opportunities in the area of multi-asset private credit. The workshop is relevant for investors who, using alternative investments, want to navigate today’s challenging markets and achieve higher returns.

Workshop Objectives:

• Identify opportunities in Europe with Multi-Asset Private Credit
• Focus on investment specifically on Europe
• Benefit from PIMCO's expertise in this alternative asset class

Company Profile:

PIMCO is a global leader in active bond fund management with extensive expertise in both public and private markets with $2.03 trillion AuM*.
We invest our clients' funds across a broad spectrum of bond and credit markets, leveraging our decades of experience in navigating complex markets. 
Our flexible approach and close relationships with issuers have made us one of the world's largest providers of traditional and non-traditional investment solutions for companies seeking financing and investors looking for risk-adjusted returns. PIMCO is part of Allianz S.E., a leading global financial services provider.
*Assets under Management. Source: PIMCO. As of 31 March 2025.

Eurozone investors remain in need for income, yet most of the usual solutions in EUR often appear crowded, tightly valued and offering limited differentiation or liquidity.

The 5-year old Principal-Finisterre’s EMD Euro Income strategy aims to bring something new to the table, as an all-in diversifying income proposal in EUR, addressing hedging costs and currency issues, to generate a resilient, low volatility income stream.

The Finisterre team uses the diversity of EM sovereign and corporate credits in EUR and USD, as well as high income local debt, to construct a high conviction portfolio focused on income maximization in EUR, with limited volatility.

Workshop Objectives: 

Breaking with the index-focused EMD allocation logic, to instead use the diversity of the EMD universe to design investor-centric investment solutions exhibiting a variety of risk/return profiles. 

Company Profile:

With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.
The 28th largest manager of worldwide institutional assets under management of 411 managers profiled, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.1
Principal Asset Management is the global investment management business for Principal Financial Group®  (Nasdaq: PFG), managing $579.5 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 13 consecutive years.2,3

Learn more at PrincipalAM.com.
1 Managers ranked by total worldwide institutional assets as of December 31, 2023. Pensions & Investments, “Largest Money Managers,” June 2024.
2 Principal Asset Management AUM as of June 30, 2025.
3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2024.

In an environment shaped by structural uncertainty, interest rate volatility, and stretched valuations in key market segments, Robeco’s Conservative strategy offers a resilient solution. Since its inception in 2006, it has aimed to deliver stable, above-market returns across full market cycles—anchored in the philosophy of High Returns from Low Risk. Pim van Vliet illustrates how Robeco, a pioneer in quantitative investing, efficiently captures the equity risk premium through a proprietary low-risk model and advanced risk controls. The strategy provides institutional investors with style diversification and capital preservation through volatile cycles.

Workshop Objectives: Explore Robeco’s Conservative Equity strategy as a resilient, systematic solution for volatile markets—delivering superior risk-adjusted returns, style diversification, and capital preservation through proprietary quant models and disciplined risk control.

Company Profile: Robeco is a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, the Netherlands, and 15 offices worldwide. A global leader in sustainable investing since 1995, its integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes. On 31 December 2024, Robeco had EUR 214 billion in assets under management, of which EUR 209 billion is committed to ESG integration. More information is available at www.robeco.com. 

2025 has seen heightened volatility across many markets, driven by geopolitical news and US policy. However, tighter credit spreads and attractive yields have supported returns, and markets are becoming less easily spooked by this uncertainty and driven more by current fundamentals.

The Royal London Global Bond Opportunities Fund invests in a broad spectrum of fixed income opportunities, encompassing investment grade, sub-investment grade and unrated bonds. Highly diversified and unconstrained by a benchmark, it seeks to exploit markets aiming to deliver consistent returns underpinned by strong income generation.

Workshop Objectives:

We will discuss:

• Our differentiated approach to fixed income investing
• The opportunities offered by the Royal London Global Bond Opportunities Fund

Company Profile: 

At Royal London Asset Management, we do things a little differently.

As an integral part of customer-owned mutual Royal London, we put our clients at the heart of what we do, with a longer-term approach to generating investment returns.

We’re committed to delivering outstanding active asset management value for clients around the world.

It’s asset management excellence with a longer-term perspective.

 

Workshop Objectives: 

Company Profile: 

At the core of Thornburg’s Equity Income Builder portfolio is a disciplined, bottom-up approach—grounded in fundamental research and free from benchmark constraints. Despite a structural underweight to the U.S., the portfolio has consistently delivered attractive long-term alpha by focusing on resilient, cash-generative businesses with the ability to sustain and grow dividends. This session will highlight how our selective, research-driven philosophy creates differentiated sources of income and return, offering investors a compelling defensive equity/income solution. We’ll also introduce Thornburg’s broader equity fund range—showcasing how our high-conviction, active strategies can be tailored to meet a variety of client objectives across market environments.

Workshop Objectives:

• Demonstrate how Thornburg’s global equity income strategy delivers resilient income and long-term alpha through disciplined, bottom-up stock selection.
• Introduce Thornburg’s broader equity fund range and illustrate how these strategies can address diverse client objectives in different market environments.

Company Profile:

Thornburg Investment Management (“Thornburg”) is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm and with $50 billion1 in client assets as of 30 June 2025, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico with additional offices in Hong Kong and London. For more information, visit www.thornburg.com.

*Includes assets under management ($48.4B) and assets under advisement ($1.1B), as of 30 June 2025.

Company Profile:

Van Lanschot Kempen Investment Management NV is part of the Van Lanschot Kempen group, with roots dating back to 1737. We are active managers who bring free thinking, resolve and originality to investment decisions. This helps us to reach hard-to-access asset classes that are often missed by competitors. Placing considerable focus on active engagement we aim to unlock value in a sustainable way, guiding investors through the transition to a sustainable economy. Van Lanschot Kempen Investment Management NV is licensed to manage UCITS and AIFs and is authorised to provide investment services under the supervision by the Netherlands Authority for the Financial Markets. As of 31 December 2024, Van Lanschot Kempen Investment Management had a total of €121.2 billion in client assets.

Europe’s defence awakening is no longer just a response to geopolitics – it’s a strategic imperative. As conflicts persist and NATO rearmament targets become reality, defence budgets across the continent are rising sharply. Beyond short-term procurement cycles, a multi-decade investment wave is taking shape to rebuild industrial capacity, reinforce supply chains, and ensure military readiness. For investors, this is not just a moment – it’s a structural shift.The WisdomTree Europe Defence UCITS ETF offers first-of-its-kind, pure-play exposure to this powerful and fast-evolving theme. By weighting companies based on their revenue exposure to defence, the ETF provides a smart, targeted way to capture Europe’s commitment to security and sovereignty.

Workshop Objectives: 

Explore why European defence is a long-term growth story, understand the investment case, and discover how WisdomTree’s ETF offers a smart way to access this rapidly transforming sector.

Company Profile:

WisdomTree was founded in 2006 with a passion for creating better ways to invest, being the first investment manager to weight by dividends. Since 2014, our European business has grown in terms of product set and AUM. In April 2018, we completed the acquisition of ETF Securities' exchange-traded commodities, currencies and short-and-leveraged business, including the world’s first gold ETP. Today we are the biggest independent ETP provider globally and offer one of the most innovative ranges of ETPs, covering commodities, FX, equities, fixed income, cryptocurrency and liquid alternatives.