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Speakers
Wolfgang Münchau
Wolfgang Münchau is considered one of the world’s foremost experts on the Eurozone. He is a columnist with The New Statesman. For many years, he wrote the European economic column of the Financial Times. He is known for his in depth knowledge and analysis of the political economy, both in Europe and globally.
A skilled communicator, his views and insights are particularly appreciated by senior corporate leaders as he can take complex situations and scenarios and pare these back to the key issues and relate them to the business audiences.
His book, “The Meltdown Years: The Unfolding of The Global Economic Crisis“, won the prestigious GetAbstract business book award in its original German-language version, Vorbeben (2008). He is the recipient of the 2012 SABEW award for best international columnist.
Together with economist, Susanne Mundschenk, he co-founded and edits Eurointelligence.com, a news analysis service dedicated to providing information and debate about the economics, finance and politics of the Eurozone. The Eurointelligence Daily Morning Newsbriefing is widely considered to be the most incisive daily information sources on the Eurozone. His columns are syndicated to El Pais, Handelsblatt and Corriere della Sera.
He is a member of the European Council on Foreign Relations. In 2014, Wolfgang was the John F. Kennedy Memorial Fellow at the Center for European Studies at Harvard University. He was the recipient of the 2012 SABEW award for best international columnist and the Wincott award for young journalist of the year in 1989.
He has written three other German-language books, “Kernschmelze im Finanzsystem” (Meltdown in the Financial System), “Das Ende der sozialen Marktwirtschaft” (The End of the Social Free-market), and “Makrostrategie” (Macro-Investment Strategy)
Previously, Wolfgang co-founded and served as editor-in-chief of FT Deutschland. He holds Master’s degrees in mathematics and journalism.
Minette Batters
Minette is the Former President of the National Farmers’ Union, a position that she held between 2018 and 2024, where she was the first woman to hold the post. During her tenure, she was responsible for representing 47,000 members of the farming community through a period of change and instability. The issues Minette faced ranged from political turbulence, the after effects of Brexit, and sustainability challenges.
Raised on her father’s tenant farm in Wiltshire, Minette was dissuaded by him from following in his footsteps. Instead, she took a Cordon Bleu course and launched and ran her own catering business for 20 years. However, upon her father’s retirement, she made the decision to take on the tenancy. Upon her election to the NFU (first as Vice-President in 2014, and then as President), she juggled running the farm with her responsibilities at the Union.
Working closely with four different Prime Ministers and six different Environment Secretaries during her period at the helm of the Union, Minette has unique insights into the political landscape and leadership. She was responsible for representing the views of the entire farming community during Brexit negotiations and during the Covid-19 pandemic, which caused unprecedented food shortages. Subsequent challenges she tackled while she was leader included the spillover effects of the Russian invasion of Ukraine, which involved price increases for both fuel and produce, and labour shortages. She has been an active campaigner for a thriving rural economy and food standards - notably bringing together a range of chefs, environmentalists, consumer groups and animal welfare experts in a 2020 campaign, which led to over 1 million people signing the NFU Food Standards Petition. She has been included in BBC Radio 4’s Women’s Hour Power List, and in 2021 was appointed a Deputy Lieutenant to Wiltshire.
Nigel Owens
Nigel Owens is widely acknowledged as the best referee in rugby union. His decision-making, approach to dealing with players, knowledge and interpretation of the rules is acclaimed by players, coaches and commentators. He is also the sport’s only openly-gay official.
Nigel gained a reputation for being able to implement the rules in such a way as to be fair, and also to allow the flow of the game. He won the respect of all involved in the game and mixed judicious rulings with humour and authority on the pitch.
Privately, Nigel struggled with conflicts between his sexuality and some of the attitudes in the world of rugby. Despite considering extreme courses of action, he eventually made his personal life public, and with the exception of some ignorant comments from the stands and on social media, was widely supported by figures within and outside of rugby.
Away from the pitch Nigel has gone on to host chat shows and quiz programmes for the Welsh-language broadcaster S4C, and is arguably rugby’s most famous referee. When he was given charge of the 2015 World Cup final, approval of his appointment was almost universal and after the Australia/New Zealand game his role was praised by all.
Workshops
Workshops
Bringing Smaller Companies into focus
Smaller companies present significant opportunities for investors. They comprise a substantial portion of the global investment universe and offer several advantages, such as diversification, superior risk-adjusted returns, and potential for higher growth. Listen to our expert, Ross McSkimming as he explains why this might be the right time for your clients to be investing in small cap.
Workshop Objectives: Summarise why this might be the right time to be investing in smaller companies around the world and diversify your clients’ portfolios.
Company Profile: We invest to help our clients create more. More opportunity. More potential. More impact. We offer investment expertise across all key asset classes, regions, and markets so that our clients can capture investment potential wherever it arises. By combining market and economic insight with technology and diverse perspectives, we look for optimal ways to help investors navigate the future and reach their financial goals. And by putting environmental, social and governance (ESG) considerations at the heart of our process, we seek to find the most sustainable investment opportunities globally.
Speakers
Ross McSkimming
Senior Investment Specialist
Ross is the senior investment specialist for the abrdn equity fund range and is responsible for the commercialisation and development of the equity asset class. He works alongside the equity investment team and his primary role is to ensure that clients and consultants have clarity on the philosophy, process, and investment positioning of this growing asset class. By understanding the changing needs of different groups of investors, he is responsible for developing new equity strategies for wholesale and institutional clients globally.
Representatives
Fergus McCarthy
Head of UK Investments Wholesale
Fergus is the Head of UK Wholesale Distribution, Investments for abrdn. In this role Fergus is responsible for the design and execution of the UK Wholesale Investments strategy. Fergus and his teamwork with Wealth Managers, Advisers, Ratings Agencies, Banks, and our external and internal strategic business partners in the UK. Fergus joined abrdn in 2019 from BNY Mellon Investment Management where he was Head of UK & Ireland Intermediary Sales.
Alex Jones
Business Development Director
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Alex is Business Development Director responsible for fund relationships across the Southeast and East Anglia. Alex joined abrdn in April 2023 from Ninety-One where he spent 11 years within the Strategic Partners team as Head of Ratings and Sales Manager, South. Prior to Ninety-One Alex held positions at Amundi and Barclays Wealth. Alex graduated with a BA(Hons) in International Finance and Capital Market Studies from the University of Brighton and holds the Investment Management Certificate (IMC).
Investing like Aesop
There are plenty of ways to make a quick buck but in the pursuit of long-term wealth creation, James Dow/Joanna Abudar believe we should be more Tortoise than Hare. Investing is an endurance sport after all. In their presentation, they will consider the business models, people and behavioural characteristics required to stay the course, and why focusing on companies committed to dividend growth is an under-rated approach if you want to steadily compound wealth over long periods.
Workshop Objectives:
- Developing an understanding of a steady growth approach
- Understanding the behavioural characteristics required to invest for the long-term
- Learn where there are opportunities for steady growth and dividend growth investments in the coming years
Speakers
James Dow
Head of Global Income Growth, Partner
James is head of Global Income Growth and co-manager of the Scottish American Investment Company, as well as a member of the Portfolio Construction Group for the Sustainable Income Strategy. He joined Baillie Gifford in 2004 and became a partner in the firm in 2023. Prior to this he was an investment manager in our US Equities Team. Before joining the firm, he spent three years at The Scotsman, where he was economics editor. James is a CFA Charterholder. He graduated MA (Hons) in Economics and Philosophy from the University of St Andrews in 2000 and MSc in Development Studies from the London School of Economics in 2001.
Joanna Abudar
Investment Analyst
Joanna is an Investment Analyst in the Global Income Growth Team. She joined Baillie Gifford in 2020, and prior to joining the team spent time working in our Emerging Markets Equity team. Joanna graduated MA from the University of Glasgow in Classics and English Literature in 2020.
Representatives
Scott Mackenzie
Client Relationship Director
Scott is a client relationship director of Intermediary Clients within our Clients Departments, responsible for covering London. Prior to joining Baillie Gifford, he had 10 years’ experience in the financial services industry. Scott graduated with a BA in Economics and Politics from the University of Essex in 1998.
Samantha Crawley
Client Relationship Manager
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Samantha joined Baillie Gifford in 2021 and is a member of the UK Intermediary Team within the Clients Department, with a focus on the South East. Prior to joining Baillie Gifford, Samantha spent eight years predominantly within institutional sales roles across Janus Henderson and Insight Investment. Samantha graduated from the University of Reading in 2013 with a Bachelor of Science degree in Economics and holds both the IMC and CFA Level I.
In a world of change, take a new perspective
Change is normal in the global economy. But what makes this current point in history unique is that we are facing several era-defining shifts happening at the same time: from transformative developments across artificial intelligence, healthcare and green energy, to elevated geopolitical and economic volatility. From an investment perspective, it is key to find strategies that can evolve in the same way, with flexibility to capitalise on new opportunities. Capital Group’s New Perspective strategy has been investing in change for over 50 years, looking to identify companies that we believe will drive or benefit from transformational changes in the global economy, using deep bottom-up research.
Workshop Objectives: To understand how a structurally flexible, bottom-up approach to investing in global equities can help achieve consistent returns over the long term.
Company Profile: Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors.
Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research forms the backbone of our approach, provided by our integrated global network of more than 450 experienced investment professionals, with an average portfolio manager investment experience of 27 years.
Today Capital Group works with financial intermediaries and institutions to manage more than US$2.7 trillion in long-term assets for investors around the world.
*All data as at 31 March 2024
Speakers
John Lamb
John Lamb is a senior investment product specialist at Capital Group. He has eight years of industry experience and has been with Capital Group for five years. Prior to joining Capital, John worked as a strategic product management associate at BlackRock. He holds a bachelor's degree in economics and management from the University of Oxford. He also holds the Chartered Financial Analyst® designation. John is based in London.
Representatives
Adam Price
Business Development Manager
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Adam Price is a business development manager at Capital Group. He has 12 years of industry experience and has been with Capital Group for eight years. Prior to joining Capital, Adam worked in structured products at UBS Investment Bank. He holds a bachelor's degree in business management with honors from University of Leeds. Adam also holds an Investment Management Certificate. Adam is based in London.
Robert Waterhouse
Managing Director for Financial Intermediaries
Robert Waterhouse is managing director for financial intermediaries, UK & Ireland, at Capital Group. He has 16 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Rob was an equity investment consultant at Julius Baer. Before that, he was an equity investment specialist and client service associate within wealth management at Bank of America Merrill Lynch. He holds a bachelor’s degree with honours in manufacturing engineering and management from The University of Nottingham. He also holds the Investment Management Certificate and is an FCA-registered investment adviser. Rob is based in London.
Taking a core approach to global equities
Tom Record and Christine Baalham, co-portfolio managers of Fidelity Global Special Situations Fund, will examine the outlook for global equity markets and shine a light on the key factors and themes shaping their latest investment thinking.
They will discuss how the investment philosophy and process underpinning the Fund is constructed to capture opportunities across a range of traditional styles by exploiting change. Within this, they will highlight why fundamental research is most valuable at times of change, where behavioural errors can create abundant mispriced opportunities that can be exploited.
Tom and Christine will outline how this translates into current positioning, proving an insight into how the portfolio is balanced across opportunities in corporate change / recovery situations, compounding value opportunities and unique businesses.
Workshop Objectives: Understand the current issues influencing the outlook for global equities across key markets and regions.
Gain an insight how behavioural errors by other investors at times of change can create opportunities.
Discover where we see greatest investment potential and how this is reflected in the positioning of the Fidelity Global Special Situations Fund.
Speakers
Christine Baalham
Co-Portfolio Manager
Christine Baalham joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Christine joins us from Ninety One where she has been Co-Portfolio Manager for the flagship Global Equity Strategy since 2019. She joined Ninety One in 2000 and was a founding member of the successful 4Factor equity team. Her responsibilities included global financials sector specialist, global services sector specialist and portfolio manager for the Global Endurance Equity Fund. Christine also headed up the 4Factor UK Equity team from 2004 to 2014 where she was responsible for managing the UK core strategies and a team of PMs and analysts. In addition to her investment responsibilities, she was co-Chair of Inspire, a network promoting collaboration, talent development and advancement of women at Ninety One.
She began her career at Schroder Investment Management, where she was recruited as part of the Schroder Investment Management graduate training programme in 1996. She worked on the UK fund management desk before joining the research department as the UK insurance and tobacco analyst.
Christine gained a Master of Philosophy degree in Chemistry from Cambridge in 1996, after graduating with a first class degree in Natural Sciences the previous year. She is a member of the CFA institute.
Tom Record
Co-Portfolio Manager
Tom record joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Tom joins us from Liontrust (Majedie Asset Management, before its acquisition in 2022), where he has managed the Liontrust Global Equities (c.100 stocks) and Liontrust Global Focus (c. 40 - 50 stocks) funds since 2014, and International Equity (ex-US) Fund since 2019, whilst also acting as Head of Global Equities to build out the Global Franchise.
Before joining Majedie, Tom was a Portfolio Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of c. $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds, including one focused on China. Tom started at Baillie Gifford as an analyst in 2002, taking on his first PM role in 2005 in Emerging Markets, followed by an International portfolio (Global ex US) from January 2006.
Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge and is a CFA Charterholder.
Representatives
James Trotman
Senior Sales Manager Fidelity International
James is a Senior Sales Manager within Fidelity’s UK Wholesale Channel.
He joined Fidelity in 2016 and works closely with leading financial intermediaries, wealth managers, and asset managers across the London and South-Central region, acting as a primary point of contact for the investment business. Prior to working in financial services, James spent several years in the leisure and tourism industry running watersports centres around the Mediterranean.
He has a BA Hons in Politics, Languages (French & Spanish) and International Studies from the University of Bath.
Aside from being a waterman, James is also a keen snowboarder and avid rugby fan, supporting Leicester Tigers. He lives in Chichester, West Sussex
Matthew Wright
Regional Sales Manager
Matt joined Fidelity (Australia) in July 2018 and transferred to the Fidelity UK business in July 2023 as a Regional Sales Manager looking after the London & South Central region.
Matt is responsible for growing, building, and maintaining relationships with financial advisers, stockbrokers and high net worth investors. Providing investment solutions and assisting them with their investment philosophy, fund selection, investment portfolios and asset allocation to ensure their clients successfully achieve performance outcomes and objectives.
Prior to joining Fidelity International, Matt worked in the investment arm for National Australia Bank for 9 years, more specifically working as a Business Development Manager dealing with a range of investment solutions and asset classes including multi-asset, real return, global equities, Australian equities, L/S, alternatives, & SMAs. He also has a Bachelor of Commerce (finance and marketing) from the University Of Wollongong, a Diploma of Financial Planning and a Diploma of Business Management.
Matt has a love for sport and travel which makes London a great place to call home. Aus vs British sport discussions are mandated as long as the 2023 Rugby World Cup isn’t mentioned.
Dining out on Dividends
You can’t eat earnings”. Mirabaud Asset Management’s Head of Global Equities, Anu Narula, will present the case for targeting equity income with added growth optionality.
Anu builds equity portfolios around a selection of global themes powered by secular tailwinds. He uses this framework to bring opportunities to the surface before applying an ‘Attack, Midfield & Defence’ portfolio construction strategy to minimise macro risk, maximise income and ensure single stocks are the biggest drivers of returns.
Workshop Objectives: Attendees will gain insights into Anu’s most promising equity themes and how to position around them for optimal income generation.
Company profile: We are an independent active asset manager that truly believes accountability drives the right outcomes from high-conviction, long-term sustainable investing. Mirabaud Asset Management is part of the Mirabaud Group, an international provider of bespoke financial and advisory services established in 1819 in Geneva, Switzerland.
We became the independent, pure-play investment arm of the Group in 2012. Since then, we have developed capabilities across fixed income, equities, and private assets, offering a range of investment solutions that align with our clients’ objectives and share their principles. Our strong sense of purpose, deep-rooted through seven generations of private ownership, defines our approach to asset management
Speakers
Anu Narula
Head of Global Equities – Mirabaud Asset Management
Anu Narula has experience in the portfolio management industry since 2001. Prior to joining Mirabaud Asset Management in June 2013, Anu worked at AXA Framlington where he was lead-manager of the Global Equity High Income fund and co-manager of the Global Opportunities fund.
Anu holds a Bachelor's degree in Economics from the London School of Economics as well as an MBA from the London Business School and is a CFA Charterholder.
Representatives
Elliot Fowles
UK Wholesale Sales
Elliot Fowles, UK Wholesale Sales, joined Mirabaud Asset Management in 2022. Elliot, who has nearly thirty years of experience in
the industry, joined from Aviva Investors where he spent the last ten years as Senior Business Development Director. Prior to this, he held sales positions at HSBC Global Asset Management and DWS Investments, among others.
Benjamin Carter, PhD
Head of UK Wholesale
Benjamin Carter, Head of UK Wholesale, joined Mirabaud Asset Management in 2021. Benjamin, who has a decade of experience within the financial services industry, joined from Aviva Investors where he was a Senior Business Development Director and responsible for setting the discretionary strategy, as well as lead of the London team. He started his investment career as a product specialist for the Aviva Investors global convertibles capability in 2012.
Flexible Fund Management in Action - Positioning for attractive returns in fixed income
Rate cuts looming, the US election lumbering into view. Fraser Hedgley, CFA, from the Nomura Global Dynamic Bond Fund team, discusses the forces at play in bond markets, where attractive returns can be found and where more caution should be applied.
Workshop Objectives: Attendees will gain insights into the global macro environment and how to position portfolios for the market conditions that lie ahead.
Company Profile: The Nomura Asset Management Group is a leading global investment manager. Headquartered in Tokyo, Nomura has additional investment offices throughout the world including London, Singapore, Malaysia, Hong Kong, Shanghai, Taipei, Frankfurt and New York. With a global workforce of 1.375 employees it has been operating in Europe for more than 30 years. Today Nomura Asset Management provides its clients with a wide range of innovative investment strategies including global, regional and single country equities, high yield bonds and global fixed income strategies.
Speakers
Fraser Hedgley, CFA
Head of Client Portfolio Managers, EMEA
Fraser is the Senior Client Portfolio Manager for our fixed income strategies and Head of the EMEA CPM team.
He established the Nomura Global Dynamic Bond Fund in 2015, which has been managed by the Unconstrained Fixed Income team since then.
He joined NAM in 2008, having previously served as a Senior Investment Consultant for Mercer Investment Consulting in both London and Singapore. Fraser has held the CFA designation since 2004 and holds an Master of Mathematics degree from Exeter University.
Representatives
Jon Nash
Head of UK and Ireland Wholesale Distribution
Jon joined Nomura Asset Management in March 2017 with over 28 years of experience in the asset management industry. Jon is the Head of UK Wholesale Distribution and focuses on developing the fund distribution strategy for the company’s product solutions to UK and Ireland wealth investors including discretionary fund managers, global private banks, advisors and family offices.
Ben Sackitey
Business Development Director
Ben joined Nomura Asset Management in June 2019 as Business Development Director, developing its market share, predominantly with wealth managers, fund-of-funds, family offices and other financial institutions. This also includes developing the market share of American Century Investments with UK investors. Prior to Nomura Asset Management, Ben spent 7 years at Jupiter Asset Management.
Patience Is Powerful and Why Quality Growth Investing Makes Sense
Members of Seilern’s 10 strong investment team will set out its Quality Growth investment philosophy and discuss the investment process that it has developed over 35 years before assessing why they believe Quality Growth investing makes sense and how best to execute such a strategy.
Workshop Objectives: Assess factors that influence share price moves and companies’ earnings and set out what investors can expect from Seilern’s Quality Growth strategy.
Company Profile: Seilern are an independent, privately-owned investment manager focused on investing in the purest quality growth companies.
With the belief that investing in only the best companies can achieve enduring returns, we have been managing clients’ money since 1989.
While we have enhanced our process over the years, we have remained patient, long-term investors.
Speakers
Michael Faherty
Analyst and Portfolio Manager
Michael is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined SIM in 2016. Prior to that, he worked in the US Equity team at J.P. Morgan Asset Management and at J.P. Morgan Chase as a graduate analyst. Michael holds a Law degree from University College Cork and a master’s degree in finance from Trinity College Dublin. He is a CFA charterholder.
Quentin Macfarlane
Quentin is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, his primary focus is seeking out new opportunities for the Seilern Universe, as well as conducting fundamental research on existing companies. He joined SIM in September 2018, having previously worked as an analyst on the European Long/Short Fund at BlueCrest Capital. He started his career at Macquarie Bank, working both in London and in Hong Kong. He is a graduate of Oxford University (BA Hons in Philosophy, Politics and Economics) and has passed all three levels of the CFA.
Representatives
Louis Wood
Head of UK Wholesale
Louis is responsible for business development in the UK Wholesale market for Seilern Investment Management Ltd (SIM). He joined SIM in January 2021 having previously been Sales Director at Jupiter Asset Management, where he spent the bulk of his career (17 years) as well as holding senior distribution roles for a private equity business and S.W. Mitchell Capital, a London-based equity investment boutique. He studied Law at University College London and English Literature at Kings College, London.
Consistently outperforming the S&P 500 over a decade-long period with a passive strategy
Outperforming the S&P 500 is the benchmark of success for US Large Cap fund/index. VanEck, with Morningstar's Equity Research, has beaten this standard in 6 of the last 8 years. Last year alone, the index outperformed the S&P 500 by over 6%, even with ~22% less total exposure in the “Magnificent 7”. (6% vs 28%).
How? By rigorously analysing over 1,500 stocks for long-term competitive advantages (Moats) and fair value, then incorporating them into a passive equal-weight index that VanEck's ETF tracks. This approach has led to a ~275% outperformance over the S&P 500 since 2007 (LIVE INDEX).
In this session, we'll delve into why our MOTU ETF, its emphasis on long-term competitive advantages, fair valuations, and careful index construction, should be a core part of your portfolio.
Workshop Objective: Investors will gain insight into Morningstar's equity research, identifying Wide Moat firms, Fair-Value assessments, index performance highlights, and why our suite of Wide Moat philosophy ETFs belongs in core portfolios.
Company Profile: Established in 1955, VanEck is a prominent global ETF and fund provider with over $100 billion in assets. As one of the top 10 ETF providers in the US, our reach extends across Asia, Australia, and Europe. Committed to enhancing investor portfolios, we pioneer ventures in sectors like Gold Mining, Defence, Video Gaming & Esports, Semiconductors, Rare Earths, and MOATS. Early adoption of international markets underscores our belief in the transformative potential of diverse investments. Today, our offerings encompass core strategies and specialised exposures, empowering clients with a comprehensive toolkit for diversification.
Speakers
Ahmet Dagli
Head of UK, Ireland & Channel Islands, VanEck
Ahmet heads VanEck’s ETF distribution within the UK, Ireland & Channel Islands. With a background in Investment Analysis in the UK and Wealth Management within Switzerland and Malta, Ahmet joined VanEck in January 2018. He holds a degree in Business Economics from Hertfordshire University.
Brian Colello
Director of Technology Equity Research, Morningstar
Brian is a technology sector strategist for Morningstar Research Services LLC. He covers semiconductor and hardware companies while also supporting indexes that leverage data points produced by the Morningstar equity research team. Brian was the director of the technology sector team before assuming his current role in 2023. Before joining Morningstar in 2008, he worked in public accounting for KPMG and served as a manager in corporate finance for BMG Music, a subsidiary of Bertelsmann AG.
Representatives
Roman Poole
VanEck, Associate Director
Roman heads VanEck's distribution for the Swiss wealth management channel specifically. Prior to VanEck, Roman was a corporate sales trader at Ebury dealing G-10 and EM currencies for Swiss based firms. Roman holds a Bachelor of Arts in Banking and Finance and is a CFA level III candidate.
Big in the USA – or time to recalibrate?
2023 marked a significant shift in the global equity landscape, characterized by a ‘winner takes all’ trend as US equities outperformed at global scale, fuelled by advancements in AI. This shift has altered portfolio realities for international investors, with US Equities now making up a substantial 70% of Global Equity indices. Furthermore, the “Magnificent 7” have asserted their dominance within US equities. Investors now stand at a crossroads, with the opportunity to either reinforce these trends or diversify away from them.
Workshop Objective: We present a three-step framework to inform allocations:
1. US selection
2. Ex-US allocation
3. Routes to diversify global equities
Company Profile: Xtrackers, the passive solutions platform by DWS has one of the largest and most established product ranges in Europe, with a global presence and more than £161 billion [incl. mandates] in assets under management (as of month April, 2024). Xtrackers has an index track record going back over 20 years and offers a broad range of efficient, high-quality ETFs and ETCs on all major asset classes – equities, bonds and commodities, as well as bespoke strategies through index funds and segregated mandates. Xtrackers provides numerous building blocks across all wrappers for traditional investment strategies, ESG strategies (environmental, social, governance), sector and factor investments, as well as innovative products on thematic investments and future trends
Speakers
Lukas Ahnert
Senior Product Specialist - Xtrackers Index Strategy & Analytics
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Lukas Ahnert is part of the Xtrackers Index Strategy & Analytics team within the DWS Product Division. In his role, he is particularly involved in the design and analysis of passive index strategies, including the Xtrackers ETF range. Lukas Ahnert joined DWS in 2018 and holds a Master in Finance from the University of St. Gallen and a Master in Economics from the University of St. Andrews.
Representatives
Alex Boggis
Coverage Specialist
Previously to his role, Alex has spent the last 4 years working at a boutique manager Alquity Investment Management covering UK sales for their ESG products. Before that, he was at Aberdeen Asset Management for 24 years initially in the UK but heading their Hong Kong business from 2000 until 2019.
Based in the South, Alex’s role as Business Development Manager, South of the UK ex-London focuses on supporting national & regional discretionary wealth managers, managed portfolio service providers and Independent financial advisers.
Alex Wheelan
Coverage Specialist
Alex joined Xtrackers in 2023. Industry experience over the last 20 years working within UK Intermediary teams for the North, most recently part of the UK sales & distribution team at Vanguard.
Based in the North, Alex’s role as Business Development Manager, North of England & Scotland focuses on supporting national & regional discretionary wealth managers, managed portfolio service providers and Independent financial advisers.