Citywire Berlin 2026

Emerging markets (EM) are in the early stages of an upcycle, supported by a powerful new global capital expenditure (capex) cycle. Increased investment in areas such as energy security, supply chain resilience, defence and artificial intelligence is driving growth around the world, playing directly to EM's strengths as both technology leaders and suppliers of the critical commodities underpinning global investment.

Join Gabriel Sacks, Investment Director, as he discusses whether EM can continue to outperform and how an all cap core approach - grounded in fundamental research and disciplined cash flow analysis through an income lens - can help investors navigate this evolving landscape and uncover compelling opportunities across the emerging markets universe.

Workshop Objectives: 

•  Learn why investors should still consider adding emerging markets to their portfolios

• Overview of Aberdeen’s approach to investing in emerging markets with a total return approach

Company Profile: Who we are
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.   
  
It starts with discipline. Discipline directs our investment decisions. Collaboration creates clarity. And our integrity instils intention so we can keep delivering for our clients.

It’s what we do. It’s why we do it. It’s how we do it.

Our spirit is our strength.

Step inside Acadian’s investment engine as Portfolio Manager Zhe Chen reveals how a systematic process can utilise artificial intelligence to uncover and capitalise on mispricing in equity markets. In a live model demonstration, he will show examples of signals utilising machine learning and other sophisticated techniques and their potential on alpha generation.
 
Workshop Objectives: Explore how AI is improving return forecasting and why a systematic process is well-suited to implement this rapidly evolving technology.

Company Profile: Founded in 1986, Acadian Asset Management is headquartered in Boston, with global affiliates in London, Singapore, and Sydney and has $233B in AUM as of June 30, 2026.
Acadian has nearly 40 years of experience managing systematic equity strategies and has expanded over the years into other asset classes including alternatives and fixed income.
Building on the idea that markets are inefficient, Acadian was among the first firms in the world to apply data and technology to the systematic evaluation of global investments.
The convergence of world-class talent, data-driven insights, and innovative tools enables Acadian to generate unique perspectives, research, and risk-adjusted returns that help its clients achieve their long-term investment goals.

AI-related investment and economic resilience have supported a strong run of returns for emerging markets. Yet the opportunity set is broad and uneven, and the path ahead is unlikely to be smooth. Concentrated equity leadership, geopolitical uncertainty and commodity volatility mean that relying on a single asset class may leave investors exposed to unnecessary risks and overlooked opportunities.

Join us as we explore how the AB Emerging Markets Multi-Asset Portfolio harnesses the full breadth of emerging markets through active allocations across equities, fixed income and currencies. We will share our outlook, discuss where we see the most compelling opportunity, and demonstrate how a flexible multi-asset approach can target equity-like returns with lower volatility while generating attractive income

Workshop Objective: To demonstrate how a flexible multi-asset approach can capture the full breadth of opportunities across emerging markets while managing risk and delivering a more resilient combination of growth and income.

Company Profile: AllianceBernstein is a leading investment-management firm with $905 billion in client assets under management, as of 30 June 2026. . 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.

Emerging markets are showing signs of broadening beyond the narrow group of AI-related stocks that have dominated recent returns. From technology and financials to energy and industrials, strengthening fundamentals are creating opportunities across an increasingly diverse range of companies. In this workshop, we explore how the Artemis SmartGARP Global Emerging Markets Equity strategy systematically identifies companies where growth, valuations and analyst expectations are moving in the right direction. Combining quantitative analysis with human judgement, SmartGARP® seeks to find improving businesses before their potential is fully recognised by the market. 

Workshop Objectives: To demonstrate how SmartGARP combines systematic analysis with human judgement to identify improving fundamentals at attractive valuations and capture emerging-market opportunities before they are fully recognised by the wider market.

Company Profile: Artemis was created by a group of fund managers in 1997 and remains true to its founding principles: a commitment to managing distinctive, active investment strategies and providing exemplary client service.

We give our investment teams the freedom to implement their own approaches to active management without the constraints of a house view. 
We continue to believe this is the best way to deliver exceptional returns for our clients over the long term.

Our primary objective as investors is to outperform the market and produce long-term returns for the people whose money we manage. We only use active management and do not offer passive strategies or tracker products

Standard corporate bond indices offer broad market exposure, but their construction can introduce unintended issuer concentration, credit risks, and inferior performance. This workshop examines key limitations, from debt-weighted allocations that favour larger borrowers and reliance on external ratings to the growing influence of Big Tech issuance on index composition. We then discuss how Assenagon Credit Selection ESG addresses these constraints through independent credit selection and benchmark-independent portfolio construction. 

Workshop Objectives: Stress-test the assumptions behind passive corporate bond exposure and explore how independent credit research and flexible portfolio construction can shape an alternative approach.

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 83 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. 

Asia has historically often been approached through the lens of macro cycles and treated as a tactical allocation. But the opportunity set has evolved. Asian companies increasingly sit at the heart of structural trends shaping the global economy - from AI infrastructure and advanced manufacturing to resources, digital services and rising consumption. This session looks beyond the macro headlines to explore where actual growth is emerging, why a specialist perspective and flexible approach matter, and how investors can build resilient, long-term exposure to a region that is changing fast.
 
Workshop Objectives: 
•  Understand Asia’s role in global value chains – in AI and beyond
•  Look beyond macro narratives and zoom in on underlying company opportunities
•  Explore what a resilient, long-term allocation to the region looks like 

Company Profile: Baillie Gifford, headquartered in Edinburgh, Scotland, was established in 1908. Today, we are a leading independent investment management firm with €205bn (as at 31 March 2026) in assets under management on behalf of a worldwide client base. We are an independent, privately owned, unlimited liability partnership owned and run by 59 partners (as at 31 March 2026) who all work at the firm. This is the crucial underpinning of our approach: we have no short-term commercial imperatives and no outside shareholders to distract us. We can simply do what’s right for clients. As an active, long-term growth investor in some of the world’s most transformational public and private companies, we construct portfolios based on our fundamental analysis and proprietary research. In 2012, as a natural evolution of our high-growth public markets approach, we began investing in private growth equity and have since invested more than $10bn in over 160 private growth companies worldwide.

European clients are reassessing US equity allocations amid macroeconomic uncertainty and concentration risk. While US equities dominate global benchmarks, many EMEA portfolios remain underweight, creating an opportunity to capture assets.
 
As market leadership broadens beyond the mega-caps, the case for active management is strengthening. Companies benefiting from structural trends such as AI adoption and an earnings recovery often remain relatively small benchmark weights despite their growing economic importance. US Flexi seeks to identify these opportunities through an earnings-led, style-agnostic approach that combines insights from BlackRock's Growth and Value teams, supported by disciplined portfolio construction.

Workshop Objectives: 

Build conviction that now is not the time to step away from US equities. The opportunity is merely evolving, not disappearing. An active, flexible approach can help uncover tomorrow's sources of alpha. 

Company Profile:

BlackRock is one of the world’s leading asset managers, providing investment solutions, advisory services and technology to institutional and individual investors globally. With a broad investment platform spanning active and index strategies, ETFs, fixed income, equities, multi-asset and alternative investments, BlackRock supports clients in achieving a wide range of investment objectives.
Through its iShares ETF franchise, active investment capabilities and Aladdin technology platform, BlackRock combines global scale, investment expertise and innovation to deliver solutions across asset classes and market environments.
BlackRock works closely with fund selectors, wealth managers and financial advisers, offering a comprehensive range of investment products, portfolio insights and analytical tools to support fund selection, portfolio construction and long-term client outcomes.

The global economic order is changing. Geopolitical tensions, supply chain vulnerabilities and growing competition for critical technologies are pushing Europe to strengthen its strategic autonomy and build greater resilience.

But what does this mean for investors?

In this workshop we will examine the investment implications of Europe’s push for greater independence across defence, energy, technology, digital infrastructure and critical resources. We’ll explore the long term opportunities that may arise as governments and businesses invest in Europe’s sovereignty, security and industrial capacity, and discuss how investors can identify the companies best positioned to benefit.

Company Profile:

BNP Paribas Asset Management (BNPP AM) is a leading European asset manager[i] with over €1.6 trillion of assets under management[ii]. We offer a comprehensive range of liquid investment capabilities, complemented by a strong suite of alternative investments capabilities, including active and thematic strategies as well as fast-growing passive and active ETF strategies.

[1] Ranked #3 European asset manager. Source: IPE 2025 and companies’ financial communications as of 31 December 2025.
[1] Source: BNPP AM, as of 31 March 2026. Assets under management including advisory.

Most investors fear volatility, we embrace it. The Cornerstone Concentrated 30 is a high‑conviction US large‑cap portfolio built to capitalise on behavioural biases that drive market mispricings. We invest with the conviction that stock prices swing far more wildly than underlying business fundamentals, creating a persistent disconnect between price and value.

We focus on high‑quality companies with proven track records that have been temporarily mispriced by sentiment, not structural weakness. By staying rational when the market turns reactive, we target the “Goldilocks” zone: the efficient middle ground between expensive growth and speculative deep value. Our disciplined approach cuts through cognitive biases to deliver asymmetric returns, capturing meaningful upside while benefiting from the downside protection inherent in buying rationally priced quality.

Workshop Objectives:

Cornerstone will present its unique approach to mitigating behavioural biases, resulting in a balanced portfolio of high-quality, attractively mispriced stocks that has driven top-decile long-term returns.

Company Profile:

Cornerstone is an employee-owned $4.5bn equity investment manager based in Atlanta, Georgia (USA) that manages long-only equity strategies across the capitalization spectrum. 

Cornerstone was founded on the belief that a small, independent group of experienced investors can deliver investment excellence and exceptional client service. 25 years later, we continue to believe in the same investment process and philosophy that stock prices move more than the underlying fundamentals that determine value.

We derive our edge through a unique firm and team culture that enables us to minimize behavioural biases while capitalizing on those of other investors.

The 25th anniversary presentation of the DNB Technology fund retraces the history and investment philosophy of this flagship fund since its creation in 2001. Built on a consistent valuation discipline and rigorous risk management, this approach has enabled the fund to navigate the full range of major technological and financial cycles over the past decades. The presentation places particular emphasis on an in-depth analysis of the ongoing artificial intelligence revolution — from massive investments in AI infrastructure to the significant uncertainties that remain around who will ultimately emerge as the winners of this technological race. It offers a chance to draw on long-term expertise to better understand the issues that will shape the technology sector in the years ahead.

Workshop Objectives: Explore how DNB Technology’s 25-year investment philosophy — grounded in valuation discipline and risk management — has navigated major tech cycles, and gain insight into today's AI landscape and its emerging winners.

Company Profile: DNB Asset Management is one of the leading asset managers in the Nordic region, with approximately €125 billion in assets under management, and it is part of DNB Group, Norway’s largest financial services group. Our investment offering includes thematic and sector-focused strategies in areas such as technology, energy, defence and demographic shifts, alongside Nordic investments. We have developed enhanced index strategies designed to generate excess performance, along with alternative funds. With offices in Oslo, Stockholm, Luxembourg, Zurich, and Madrid, we combine local agility with an international presence.

Emerging markets delivered one of their strongest years in over a decade in 2025, yet valuations remain compelling relative to developed markets. For those reassessing long-term asset allocation, the conversation often turns to whether EM deserves a structural role in client portfolios. This workshop examines how a dedicated EM allocation has historically enhanced diversification and improved portfolio efficiency over full market cycles. We'll also explore how accessing the full opportunity set—including underfollowed small- and mid-cap companies with limited sell-side coverage—can uncover differentiated sources of return beyond index-heavy approaches.

Workshop Objective: Examine the long-term role EM can play in diversified portfolios, and examine how active, valuation-disciplined management accesses opportunities beyond the index.

Eagle Capital Management is a boutique investment management firm based in New York City, managing a predominantly US public equity strategy for institutional and individual clients. With over $30B under management, Eagle uses a long-only, bottoms-up, fundamental, long-term strategy that has outperformed the broad equity market over the firm’s 36-year history. We run a concentrated portfolio of 25-35 positions, with an average holding period of over 7 years, and place heavy emphasis on valuation. The portfolio may appear to span both value and growth styles, but our focus on long-term IRR provides downside support while giving us the flexibility to invest in good to great businesses at attractive valuations, without being style constrained. 

Workshop Objectives: Provide an introduction to Eagle Capital Management and our unique investment philosophy and approach.

Company Profile: Eagle Capital Management was founded in 1988 and stands for original, thoughtful research and rigorous valuation discipline in making long-term investment decisions in public equities. The same philosophy and approach has been driving our singular approach to investing in the stock market for close to four decades. We use time to our advantage and expand our analysis period well beyond what many market participants consider. Time has served our clients and philosophy well. We have one office, based in New York City, with 44 employees, where the firm is 100% employee owned. 

Dr Joachim Berlenbach provides an insightful update on the global mining sector, focusing on the critical resources that underpin future economic growth. As the world enters a new phase of structural supply constraints in energy and industrial commodities — from copper and oil to other critical minerals — understanding the evolving supply-demand balance is becoming increasingly important. He will explore the key drivers behind these emerging bottlenecks, the challenges of bringing new supply to market, and their potential impact on commodity prices, inflation and global economic growth. The discussion will also highlight where these constraints may create attractive investment opportunities across the mining and natural resources sector.

Workshop Objectives:

Understand why the current commodity cycle is only now entering a new phase, driven by structural supply constraints, and how investors can identify and capture the resulting opportunities.

Company Profile:

Earth Resource Investments AG, based in Zug, is an asset manager specializing in the commodities sector. Founded in 2006 by Dr. Joachim Berlenbach, the company combines operational mining expertise with financial industry experience. It manages three funds focused on commodity equities. The Earth Gold Fund UI and the Earth Exploration Fund UI invest primarily in undervalued gold and resource companies with strong exploration and growth potential. The Earth Strategic Resources Fund focuses on mid-sized and larger mining companies with compelling sustainability strategies. The “Earth funds” are long-only UCITS funds. Investments are based on thorough bottom-up analysis of geological, technical and financial parameters, verified through frequent mine and project visits.

Higher interest rates have raised the bar for income investors. Simply chasing today’s highest dividend yield is no longer enough. Eastspring’s Asian Equity Income strategy takes a forward-looking approach, investing across the dividend lifecycle to identify stable yielders, dividend growers and companies where cash flows and payouts are recovering. The objective is sustainable income alongside capital appreciation, creating a diversified, style-agnostic route to Asian equity total returns through changing market environments. Asia offers a deep dividend opportunity set, while improving cash flows and greater corporate focus on shareholder returns provide additional support for future distributions. Eastspring’s regional equity platform, combining on-the-ground Asian insights with shared research across investment styles, further broadens the opportunity set for this strategy.

Workshop Objective: Explore why a forward-looking, style-agnostic approach to Asian dividends can combine sustainable income, capital appreciation and disciplined risk management, supported by improving corporate cash flows and shareholder returns.

Company Profile: Eastspring Investments, part of Prudential plc, is a global asset manager with Asia at its core, offering innovative investment solutions to meet the financial needs of clients. At the heart of Eastspring is a strong connection with our shared purpose – For Every Life, For Every Future – which guides everything we do. Since our founding in 1994, we have built an unparalleled on-the-ground presence in 10 key Asian markets as well as distribution offices in North America and Europe. We manage a total of USD 291 billion (as of 30 June 2026) across a broad range of strategies including equity, fixed income, multi asset, quantitative and alternatives for institutional and retail clients globally.

In today’s evolving interest rate environment, explore why short-term high-yield bonds have become an increasingly compelling solution for investors seeking resilient income and greater portfolio flexibility.  Tighter spreads, but still compelling, against a backdrop of resilient economic growth and stable corporate earnings, calls for broad diversification across issuers and senior or subordinated instruments, taking advantage of yield enhancement opportunities across the entire capital structure.  Eurizon, with its long track record in the high-yield sector and a team of experienced specialists, uses a proven approach to select the best high-yield securities worldwide with maturities of less than 3 years, ensuring issuer quality and optimizing the portfolio’s risk/return profile.

Workshop Objectives: Explore how a short-duration, high-conviction credit approach can help investors capture attractive income opportunities while enhancing portfolio resilience and flexibility

Company Profile: Eurizon is one of Europe’s leading asset managers, combining a strong domestic franchise with a growing international presence. As the asset management division of Intesa Sanpaolo Group, Eurizon benefits from the strength and stability of one of Europe’s largest banking groups. Through its Luxembourg Branch, Eurizon supports the development of its international business across foreign markets. The Group also maintains a dedicated presence in Eastern Europe through its regional hub. In the United Kingdom, Eurizon operates through Eurizon SLJ Capital Ltd, a specialist investment and advisory firm focused on global macro strategies, currency management and emerging markets. Eurizon’s international platform is further strengthened by its commercial presence across key European markets, with branches in Spain, France and Germany, as well as a representative office in Switzerland.

For over 30 years, MDT Advisers, Federated Hermes’ Boston-based systematic equity subsidiary, has been harnessing quantitative techniques to identify investment opportunities across the US equity market. Combining cutting-edge technology and machine learning with disciplined portfolio construction and risk management, MDT has managed its US All Cap Core Strategy since 1991 and launched a UCITS version of the strategy last year.
This session will explore the philosophy and process behind the Strategy and how it has historically generated consistent excess returns relative to the Russell 3000 Index across a variety of market environments.

Workshop Objectives: Understand how MDT’s systematic investment process combines quantitative research, machine learning and disciplined risk management to identify mispriced US equities and generate consistent excess returns across diverse market environments.

Company Profile: Federated Hermes is a global leader in active, responsible investing. Guided by our conviction that responsible investing is the best way to create long-term wealth, we offer specialist capabilities across equity, fixed income and private markets, multi-asset and liquidity management strategies, as well as world-leading stewardship. Our purpose is to help people invest and retire better, to deliver better risk-adjusted returns for our clients, and to contribute to positive outcomes that benefit the wider world.

With over a decade of track record and €3 billion AuM, OptoFlex and US EquityFlex are engineered to improve the performance of bond and equity portfolios. These liquid, UCITS-compliant funds focus on systematically capturing risk premiums to act as reliable yield enhancers in your strategic allocation.
In this session, our portfolio managers will show how these rule-based strategies generate consistent additional returns. A key advantage: thanks to an integrated tail hedge, the strategies provide extra stability precisely when markets face extreme stress.
Join us to discover how you can achieve reliable excess returns while maintaining a robust safety net for your portfolio’s most challenging moments.

Workshop Objectives:  Learn how to:
•    Improve performance by systematically capturing risk premiums.
•    Remove guesswork with objective, forecast-free strategies.
•    Ensure flexibility through high liquidity and simple structures.
•    Protect capital during extreme crises with an integrated safety net. 

Company Profile: FERI was founded in Bad Homburg in 1987 as Germany’s first multi-family office.
Since then, we have grown to become one of the leading multi-asset managers in the German-speaking world, with more than €60 billion of assets under management and over 280 employees at eight locations. We offer private and institutional investors something unique: first-class asset management based on our own in-depth research.
At the heart of our investment approach lies a deep commitment to alternative asset classes. Our Volatility Strategies Team is widely regarded as one of Germany’s premier units, having defined the standards for excellence and innovation within the sector.

FAST Emerging Markets invests benchmark-unconstrained in Fidelity’s best ideas for emerging market equity. Its flexible “go anywhere” approach provides diversified alpha sources through both long and short positions across the market cap spectrum and selected frontier markets. The strategy has a successful 15-year track record, ranking first quartile across most standard time periods. The team focuses on high-quality companies, currently finding particularly attractive long opportunities in industrials, financials, commodities and along the AI value chain. The long book combines structural winners in the large-caps space, such as Taiwanese technology companies or financials in underpenetrated markets, with overlooked SMID-cap opportunities. On the short side, the fund targets companies facing structural or cyclical challenges and weak balance sheets.

Workshop Objectives: Discover how Chris Tennant uses FAST EM’s flexibility to build a differentiated, high-conviction portfolio to deliver compelling risk-adjusted returns.

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 $772 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

The economic and political environment have been key determinants of equity performance over recent years, and uncertainty across these factors continues to drive volatility. For over 30 years Fisher Investments has believed in the power of macro-economic conditions over equity pricing. Additionally, we believe equity markets are relatively efficient in reflecting consensus expectations for various economic and political factors. These consensus expectations often prove too extreme, providing skilled and experienced investors with opportunities to identify categories of stocks with underappreciated tailwinds. We believe focusing stock selection within categories of equities possessing macro-economic tailwinds enhances the probability of generating consistent returns.  

Company Profile: Fisher Investments (FI) is a leading investment manager Headquartered in the United States with over $386 billion USD in AUM (as of 31 March 2026). FI and its subsidiaries serve corporate and public pension funds, sovereigns, foundations, endowments, insurers, financial intermediaries, and high-net-worth individuals. Fisher Investments Institutional Group focuses on running Global, Emerging Market & US Equity strategies for institutional investors. FI combines top-down macro-economic analysis with bottom-up fundamental analysis across all strategies, and believes flexibility is critical in delivering consistent returns.  

Dr. Uwe Rathausky and Henrik Muhle were named Germany’s Fund  Managers of the Year in both 2019 and 2024, making them the first duo in the award’s history to receive this prestigious honor twice. In this session, the team will demonstrate how their proprietary Value Event investment framework is deployed across their flagship strategies: the global balanced GANÉ Value Event Fund and the global equity GANÉ Global Equity Fund.

Workshop Objectives: As pioneers of the Value Event approach, Dr. Rathausky and Henrik Muhle have established an  exceptional long-term track record. The team will unpack the key drivers and nuances of their investment process,
share macro views and current portfolio positioning, and walk through stock-level case studies. Attendees will gain a transparent, under-the hood look at the disciplined, battle-tested investment strategy.

Company Profile: GANÉ Investment-AG is a fund management company based in Germany. We are an event-oriented value investor. We invest in winners. It means that we invest in strong companies with sustainable business models, solid balance sheets and high margins, which allows them to create added value for their shareholders. The two founders, Dr Uwe Rathausky and Henrik Muhle are the fund managers of the year 2024 and 2019 in Germany.

A deep dive into our quantitative platform, exploring its approach to ETFs, systematic strategies and liquid alternatives. The discussion will highlight how quantitative approaches can provide a structured, rules-based way to navigate different market environments, while offering diversification and access to alternative sources of return.
We will also look at how these strategies can be integrated into portfolios and how our platform can support clients in addressing different investment objectives through flexible, data-driven solutions.

“Quality Through the Cycle” by Guinness Global Investors introduces the philosophy behind the Global Equity Income and Global Innovators funds: concentrated portfolios of high-quality companies with persistently high returns on capital, strong balance sheets and sensible valuations. The presentation shows how this approach delivers both dependable dividend growth and long-term exposure to structural innovation. It also examines the current macro environment and the real economic impact of AI, helping you separate lasting opportunities from market hype and make informed, long-term investment decisions.

Company Profile:

Guinness Global Investors was established in 2003 by founder and chairman Tim Guinness. Its specialist disciplines of equity income, energy, innovation and Asia offer exposure to key themes to help investors achieve their investment goals. Its in-house economic, industry and company research allows it to take an independent view and not be led by the market. Its size and specialist nature also enables it to respond quickly and efficiently to market movements. It incorporates ESG factors into all its equity strategies and embraces the stewardship responsibilities which it assumes as an investment manager. Active management, high conviction and identifying value are the central pillars of its philosophy and they are delivered in the form of concentrated, equally weighted portfolios.

Bond indices reward the most indebted issuers, exposing passive investors to the market’s default rate and lack of relative value in many cases. By dismissing the benchmark as a starting point for positioning, instead starting with a screen for relative value, active investors can access a persistent source of excess return. By combining this approach with fundamental research, incorporating sustainability analysis as a risk factor, the Impax Global High Yield strategy has generated consistent alpha throughout its 10+ year track record.

Workshop Objectives:

We’ll show how Impax Global High Yield identifies mispriced credit opportunities and builds a diversified, unconstrained portfolio focused on attractive relative value opportunities and disciplined risk management.

Company Profile:

We believe strong investment returns can be generated by investors who better understand the opportunities and risks associated with forces shaping the future, including resource constraints, policy and regulation, technological innovation, and evolving social trends. Within fixed income, that means understanding these factors from the perspective of how they might impact the durability of cash flows.
 
We believe these trends are reshaping capital markets: driving growth for well-positioned companies and creating risks for those unable or unwilling to adapt. Our investment approach seeks out high-quality companies and issuers with enduring business models and sound risk management, aiming to deliver strong outcomes for our clients over the medium to long term.
 
Impax was founded in 1998 and has approximately 100 investment professionals within listed equities, fixed income and private markets.

As investors continue to navigate uncertainty around inflation, central bank policy and the path of interest rates, CLOs are increasingly being recognised as a compelling source of income and portfolio diversification. The workshop will explore the factors driving broader adoption across investor segments, including resilient performance, strong market growth and evolving regulation, while highlighting the opportunities, risks and importance of active management in today’s CLO market.

Workshop Objectives:

• Understand how high-quality CLOs can help investors navigate ongoing uncertainty around inflation, central bank policy and the path of interest rates, while maintaining attractive levels of income.
• Evaluate why CLOs are seeing increased adoption across a broader range of investors, including through the combination of resilient performance, strong issuance and the evolution of regulation.
• Identify the key opportunities and risks in today's CLO market, and how active management and manager selection can help investors capture yield while maintaining a disciplined risk framework.

Company Profile:

Janus Henderson Investors is a leading global active asset manager with more than 90 years of investment experience. We help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. With approximately $500 billion in assets under management, more than 350 investment professionals, and 27 offices worldwide, we provide investment solutions across equities, fixed income, multi-asset, alternatives, and ETFs to institutional, intermediary, and individual investors globally. Our purpose is Investing in a Brighter Future Together.

Global equity investors face an increasingly complex challenge: how to maintain exposure to long-term equity growth while navigating elevated valuations, benchmark concentration and rapidly shifting market leadership. With a growing share of global indices concentrated in a relatively small number of highly valued companies, where can investors look to uncover opportunities whilst closely managing risk?

Amadeo Alentorn, Head of Systematic Equities, will explore how Jupiter’s systematic approach seeks to navigate these challenges. Drawing on a broad global investment universe, the Jupiter Merian World Equity Fund combines multiple, differentiated sources of alpha to uncover opportunities beyond the largest benchmark constituents, while actively managing exposures relative to the benchmark. Amadeo will also explain how the team dynamically adjusts its investment style exposures as market conditions evolve, seeking to manage risk and capture opportunities across changing market regimes.

Workshop Objectives:

Explore where investors can uncover opportunities across global equities while closely managing benchmark-relative risk, and how a systematic approach can navigate concentration, valuations and changing market leadership.

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, many 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.

Global investing is becoming increasingly complex – driven by geopolitical fragmentation, shifting macro dynamics, and higher market volatility. Our Global Quality Dividend strategy addresses these challenges by focusing on high-dividend paying companies with sustainable income, offering a balanced combination of global diversification, high dividends, and stable cashflows. We believe an equal-weighting approach can help reduce concentration risk and enhance diversification across sectors and regions. Combined with a stable monthly distributing share class, the strategy is designed to deliver a consistent income stream while maintaining broad global equity exposure. The result: a more diversified equity exposure that captures long-term growth while providing consistent income in any market environment.

Workshop Objectives:

We will cover:

• How dividend investing can target broad sector exposure, higher income potential and attractive valuations
• Why a quality-focused, equal-weighted approach can enhance diversification
• How a stable monthly distributing share class can support the needs of income-focused investors.

Company Profile: 

L&G's Asset Management business is a major global investor across public and private markets, with £1.177 trillion in AUM.* Our clients worldwide include individual savers, pension plans and institutions, with the firm having a presence globally from Tokyo, Hong Kong and Singapore to major European financial hubs to Chicago. 
We offer a range of investment solutions, from index-tracking and active funds to liquidity and liability-based risk management strategies. 
Our investment philosophy and processes are focused on creating value over the long term, reflecting L&G’s purpose: “Investing for the long term. Our futures depend on it.”
*Source: L&G, global AUM as at 31 December 2025. Excludes assets managed by associates (Pemberton, NTR, BTR). The AUM includes the value of securities and derivatives positions and may not total due to rounding.

George Cheveley outlines the case for natural resources equities as a diversifying portfolio allocation and provides an update on how the Ninety One Global Natural Resources Fund is positioned to capture opportunities across the sector.

Company Profile:

Ninety One is an active, global investment manager managing £184.0 billion in assets (as at 30.06.26). 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.  

In a world reshaped by AI, asset allocators face a paradox: the technology accelerating market complexity demands systematic processes to navigate it, while narrowing the margin for error on every decision.
As markets grow more concentrated, many have turned to passive building blocks to contain active risk and costs. Yet a predominantly passive portfolio places the entire alpha burden on asset allocation, a precarious position when AI compresses reaction times and dominates market narratives.
Systematic building blocks offer a resilient architecture: strategies capable of processing vast, diverse datasets at speed and scale. Designed to deliver controlled alpha at a cost proportionate to their contribution, they diversify alpha sources across security selection and asset allocation, keeping risk and fees in check.

Workshop Objectives:

Explore how systematic building blocks can help asset allocators diversify alpha sources, strengthen portfolio construction, and balance return ambitions with disciplined risk management and cost control within evolving AI-driven markets.

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.
NAM’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.

Emerging Markets have rarely been better-positioned to outperform Developed Markets. The challenge remains that EM is a highly idiosyncratic collection of markets and today the index has become more concentrated than DM. Outperforming in EM not only requires decades of experience, but also a deep understanding of the different costs of capital across emerging markets; a concept which many investors overlook. Pacific North of South EM Equity Strategies adopt a highly differentiated bottom-up investment process developed over 20 years. By identifying quality businesses which are also undervalued, this process has outperformed for 10 years in a row. Key to our approach is the adoption of a Proprietary Cost of Capital Valuation Framework, which systematically incorporates both macro and stock-specific risks.

Workshop Objectives:

To explain the importance of the cost of capital in investing in EMs, and why we believe strict value discipline is the key to consistently outperforming.

Company Profile:

Pacific Asset Management is an asset manager founded in 2016 responsible for over £18.6 billion* of assets. Pacific is headquartered in London. Pacific is a fresh and progressive asset manager, rethinking the conventions of how asset management works for advisers, institutions, investors, asset owners and the industry.

Pacific provides a range of tech-enabled model portfolio solutions, delivered on all major adviser platforms. Pacific works in partnership with firms to build investment solutions collaboratively. Advisers are supported through Pacific’s AdviserLab technology, complemented by clear, client-ready literature and reporting to support effective client communication and ongoing reviews.

Pacific’s single-manager business focuses on high-conviction investing in less efficient markets and securities, where the firm believes active managers can outperform through their skills and expertise. The business currently offers strategies across Emerging Market Equity, Emerging Market Equity Income, North American Equities, Global Equities and Global Infrastructure; Liquid Alternatives in G10 Macro Rates and Alternative Risk Premia; and Global Active Credit.
*31st August 2026

As traditional fixed income markets continue to evolve, investors are increasingly seeking new sources of diversification, resilience, and risk-adjusted return. Securitised credit has emerged as an important segment of global credit markets, offering exposure to high-quality assets backed by diversified pools of loans and other cash-flow-generating assets. This session will explore the role securitised credit can play within a contemporary fixed income allocation, with a particular focus on AAA-rated CLOs and other securitised strategies. We will discuss the structural characteristics that underpin the asset class, examine current market opportunities, and highlight how securitised credit may help investors enhance portfolio diversification, generate attractive income potential, and navigate an increasingly complex market environment.

Workshop Objectives:

Explore how securitised credit, including AAA CLOs, can help investors diversify fixed income portfolios, access attractive risk-adjusted returns and enhance portfolio resilience in today's evolving market environment.

Company Profile:

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), builds on 150 years of stability and disciplined risk management. With US $1.4 trillion in assets (31 March 2026) and expertise across public and private markets, PGIM offers diverse strategies through 1,500 professionals in 40 offices worldwide.

Emerging Markets represent one of the largest and most attractive opportunity sets in global fixed income, but capturing those opportunities requires more than simply following a benchmark. With over 80 countries, thousands of issuers, and a rapidly evolving investment universe, successful EM investing demands both breadth of resources and investment flexibility. Join Pramol Dhawan, Managing Director and Head of PIMCO's Emerging Markets Portfolio Management team, as he discusses where the most compelling opportunities are emerging today and how PIMCO's global platform, extensive research capabilities, and scale help uncover value across sovereign debt, corporate credit, local markets, and currencies.

Workshop Objectives:

Pramol will provide insights into PIMCO's investment process, explain why active management is increasingly critical in an inefficient and diverse asset class, and discuss how our flagship PIMCO GIS Emerging Markets Opportunities Fund (EMOF) seeks to capture opportunities across the full EM fixed income universe.

Company Profile:

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and alternative investment solutions and a valued financing partner.

This workshop will provide an insight into how the Finisterre team identifies thematic and single-name investment opportunities in order to extract a resilient and diversifying income stream from emerging markets debt investments. Through a combination of investment process discussion and real portfolio examples, attendees will learn about the various shapes that income opportunities can take in Emerging Markets, how idiosyncratic risks and market drawdowns are managed, and how strong bottom-up convictions coupled with disciplined risk-taking can translate into sustainable outcomes for investors. 

Workshop Objectives:

The objective of this workshop is to deepen investors' understanding of the Emerging Markets Debt Income  strategies, including their nuances between USD and EUR-based approaches, and illustrate the benefits of the singular Finisterre investment proposition. By highlighting portfolio construction, theme selection, risk management and real-world case studies, the session aims to generate interest among prospective investors and reinforce confidence in the team's disciplined approach to delivering income-focused investment outcomes.

Company Profile:

About Principal Asset ManagementSM
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 29th largest manager of worldwide institutional assets under management of 369 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 $601.8 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 14 consecutive years.²³
Learn more at PrincipalAM.com.
*1 Managers ranked by total worldwide institutional assets as of December 31, 2024. Pensions & Investments, “Largest Money Managers,” June 2025.
*2 Principal Asset Management AUM as of June 30, 2026.
*3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2025.