Company Profile:

About Capital Group: 

Since 1931, Capital Group has been dedicated to improving people's lives through successful investing. Our commitment to that mission has fostered lasting relationships with investors and financial intermediaries built on trust, integrity, excellent service and investment results.

The world's largest active fund manager*

As a privately owned company with a strong financial foundation, we have been free to prioritise our clients' best interests and objectives for nearly a century. Success in that regard has helped spur our growth, leading to a scale that enables us to offer competitive fees and continue to develop new capabilities for our clients and partners.

•    93years in business
•    US$2.8T+AUM†
•    32 offices in 15 countries
•    9,300+ associates
•    363 portfolio managers and analysts
•    21 years average portfolio manager tenure

Data as of 31 December 2024, unless otherwise noted, and reflects the Capital Group global organisation.

* Source: Morningstar Direct. This does not include passively managed funds, money market funds, feeder funds or segregated mandates.
† AUM = assets under management. As of 31 December 2024.

How should investors be thinking about fixed income markets in 2025? Join Mike Riddell, portfolio manager of the Fidelity Strategic Bond Fund, to learn about the factors shaping global fixed income markets and how he is navigating a complex backdrop by leveraging alpha from across four core areas.

Workshop Objective:

Delegates will analyse the latest macro events and the implications for global fixed income markets
-Delegates will analyse four key sources of alpha:
•    Interest Rates
•    Inflation
•    Currencies
•    Credit
-Delegates will explore current example trades from across the four key alpha sources

Company Profile:

At Fidelity International, our purpose is to work together to build better financial futures for our clients and we believe that investing, over the long-term, is critical to achieving that. As a family and management-owned company, we think generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf.
Our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all.

Company Profile:

Martin Currie is a global active equity specialist and part of Franklin Templeton, one of the world’s leading asset managers. Founded in Scotland in the late 19th century, today we build concentrated, best-idea portfolios that create conviction in fast-changing markets. Our equity teams manage global and regional products that span developed and emerging markets.

Talented, autonomous teams are backed by a distinctive and supportive investment culture. With stewardship at the heart of our business, we employ long-term, original thinking to deliver sustainable investment returns. 

We are fundamental, long-term investors managing assets globally for some of the world’s largest asset owners. 

Volatility has been seemingly the only market constant in 2025, and uncertainty has weighed heavily on many portfolios. The painful failures of traditional sources of diversification in recent years have emphasised the need to incorporate truly uncorrelated, complementary sources of return into balanced portfolios. 
Equity and fixed income indexes ended 2024 near their highest correlation on record, as these two assets moved in relative lockstep for most of the preceding 36 months – and history shows that this was no fluke.
Investors have responded with increasing interest in alternative investments. Evolution in the alternative investment space has allowed us to evaluate and extrapolate different sources of alpha more effectively.  We believe that liquid alternatives can play a key role in addressing the diversification dilemma.

Workshop Objectives:

To educate about liquid alternatives, including portfolio purposes and evolutions in the alternative investment space that have allowed us to evaluate and extrapolate different sources of alpha more effectively.  

Company Profile:

MSIM, with $1.6 trillion in assets under management as of March 31, 2025, is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors and institutions including corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. 

With over four decades of asset management experience, our investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. MSIM offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry, and access to the global resources of Morgan Stanley.

Company Profile:

Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees and their families invested alongside our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.

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.

There’s more than one way to stay defensive. In this session, we’ll walk through two strategies that continue to gain traction with investors: quality dividend-paying companies and listed defence firms. Both are backed by solid long-term trends, from the search for reliable income to rising global defence budgets. We’ll keep it simple, focusing on the key drivers behind each ETF, why investors are using them, and what sets them apart from other options out there. Whether markets stay volatile or settle down, these themes offer something different and worth a closer look.

Workshop Objective:

Delegates will explore dividend and defence ETFs and examine how they can be used to build portfolios.

Company Profile:

With over $120 billion in AUM globally (as of 15 May 2025), VanEck is a global investment manager offering forward-thinking solutions to enhance portfolios. Our range spans intelligently designed ETFs, active strategies, and SMAs, providing targeted exposure to emerging industries, asset classes, and markets — as well as innovative core strategies.
In Europe, VanEck manages over $19 billion in assets, with the majority held across 37 UCITS ETFs. These span thematic strategies, hard assets, strategic equity, dividend stocks, and more. We focus on identifying economic, technological, political, and social trends that drive compelling investment opportunities.
A pioneer in international investing, gold, and ETFs, VanEck continues to deliver both core and specialised strategies designed to support diversification and long-term growth.