Historically, EM performance has been tied to the global investment cycle, with many companies producing tangible goods based in these regions. Now, a new global capital expenditure (capex) cycle, driven by technology, infrastructure, and growing domestic demand is creating both opportunities and risks for EM companies.
 
To navigate this opportunity and risk we believe an all-cap core approach that prioritises fundamental company research with deep cash flow analysis through an income lens has strong merit.  Join us to hear from Matt Williams, Senior Investment Director as he discusses why investors should consider diversifying into emerging markets to capture this opportunity.

Workshop Objectives:

1. Learn about why investors should consider diversifying into emerging markets 
2. Explore approaching investment through an income lens

Interactive workshop going under the hood of a leading systematic manager.

Portfolio Manager Tom Bilbé will present a live demonstration of Acadian’s stock selection model. Through this transparent demonstration, he will illustrate how fundamentals drive decision-making and how Acadian makes use of cutting edge data techniques such as natural language processing. The workshop will conclude with a review of portfolios and their performance drivers.

Workshop Objective: Gain insight into how systematic investing works.

Company Profile: Established in 1986, Acadian is recognized as a pioneer in the field of systematic investing. We have been at the forefront of systematic research, signal development, and portfolio construction for over 35 years. 

As of March 31, 2025 we managed $122bn of assets for institutional investors worldwide, across equity, credit, and alternative strategies. 

Emerging Markets are often seen as cheap, volatile, and useful for diversification, but that story is outdated. Today’s EM landscape is home to ambitious, world-class companies driving innovation, digitisation, and economic transformation. In this presentation, we challenge old perceptions and explore why now is a compelling time to allocate to EM. You’ll hear how Baillie Gifford’s long-term, growth-oriented approach is uncovering companies that are not only surviving uncertainty but helping to shape the future.

Workshop Objectives:

• Delegates will reassess commonly held assumptions about Emerging Markets.
• Delegates will explore how a fundamental, long-term approach to growth investing can uncover opportunities across EM.
• Delegates will understand how the EM asset class has evolved and why it may be poised for a period of sustained outperformance.

Company Profile: Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 59 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £197bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries. 

Global equity markets have been difficult for navigate, with US/Tech stocks dominating over recent years but lagging year-to-date. Investors are, rightly, unsure about how to allocate across regions, sectors and styles.

Instead of trying to make top-down calls on shorter-term market directions, we believe investors could be better served by a well-diversified and structurally flexible global equity portfolio that has a proven track record of consistent excess returns across a variety of market environments. 

Capital Group New Perspective is a global equity strategy that has stood the test of time for over 50 years by finding companies that are driving or benefitting from long-term transformational changes in the global economy

Workshop Objectives:

• Reflect on the current global economic and equity market backdrop.
•  Gain insight into the megatrends that power structural earnings growth for selected companies over the long-term.
•  Understand how a diversified and flexible approach could help navigate whatever global equity markets have in store.

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. Today, Capital Group works with financial intermediaries and institutions to manage more than US$2.8 trillion  in long-term assets for investors around the world. 

* As at 31 December 2024.

As the world transitions to a low-carbon economy and demand for essential infrastructure surges, infrastructure has emerged as a compelling investment opportunity. The asset class provides long-term, predictable income via infrastructure that is critical to modern society – infrastructure ranging from renewable energy to social housing.
Infrastructure also offers attractive risk-adjusted returns, benefiting from inflation-linked cash flows and government-backed revenues. With growing policy support for infrastructure investment and an increasing need for private capital Gravis is well-positioned to capitalise on these trends while delivering stable, long-term, and predictable income to investors.
Now is the time to invest in the assets that power the economy, secure, essential, and built for the future.

Workshop Objectives: 
1.    Identify at least three key reasons why infrastructure investments are particularly attractive for income investors.
2.    Explain how inflation-linked revenues from infrastructure assets can serve as a hedge against inflation and compare the stability of these returns with traditional income sources like bonds and dividends.
3.    Evaluate current investment opportunities in the renewable and clean energy infrastructure sector and identify at least two ways these investments can provide both high yield and portfolio diversification.

Company Profile: Investment ideas for the long run
When we talk about the long run at Gravis, we’re not just thinking about returns. The way we see it, the most reliable returns are linked to the assets that are most vital to society and the economy.
That’s why we invest in things that will be needed for many years to come. Building on our investments in hospitals, schools and student accommodation we’ve expanded into increasingly important areas, such as renewable energy generation, supported living, logistics and data centres, to name but a few.
Gravis gives investors access to the more stable and predictable side of many of today’s most exciting themes – from infrastructure and real estate to clean energy and digital assets. Whatever the sector, and whether it’s through public or private markets, the result we aim for is reliable, long-term income for all our investors.

Join us as we delve into the JPM UK Equity Plus Fund's robust approach to delivering strong and consistent returns across various market cycles in a manner that distinguishes it from the peer group. This presentation will provide an insightful overview of the macroeconomic factors influencing UK equities and highlight the disciplined investment process that underpins the fund's success in navigating different market cycles. As we celebrate the fund's tenth anniversary, we will explore how our highly differentiated active extension approach allows for effective risk management while maximising returns, ensuring the fund remains well-positioned to deliver returns across different style regimes. 

Workshop Objectives:

• Identify the macroeconomic factors influencing the performance of UK equities in the current market environment.
• Assess the role of a disciplined investment process in achieving consistent returns.
• Understand how the active extension approach allows for the management of risk whilst maximising returns. 

Company Profile: J.P. Morgan Asset Management, with assets under management of $3.8 trillion (as of June 30, 2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information: www.jpmorganassetmanagement.com. 

Recent market uncertainty serves as a stark reminder of the challenge in navigating the constant shifts between the factors driving market return. In this environment, how can investors produce consistent alpha and is it possible to design an investment process that has the potential to deliver across varied market environments? Please join Amadeo Alentorn, Head of Systematic Equities, who will discuss how a systematic, market neutral approach to global equities can offer diversification benefits. He will also explain the team’s proprietary stock selection process and dynamic rotation scheme, designed to generate consistent returns regardless of the market environment.

Understanding the investment opportunity provided by an actively managed, high-conviction, U.S. small cap strategy with a disciplined investment approach to stock selection, risk management, and a long-term time horizon. 

In this session, we will discuss the reasons why U.K. investors should consider an allocation to this asset class. Topics include:
•    The definition of small cap
•    The opportunities with actively managed U.S. small caps
•    Why high-conviction investing 
•    Valuations of U.S. equities and U.S. small caps

Workshop Objectives: Educate investors on the benefits of adding small capitalization stocks to an asset allocation with an actively managed, high-quality investment approach and the value in adding the asset class now. 

Company Profile: Kayne Anderson Rudnick Investment Management, LLC (“KAR”), headquartered in Los Angeles, CA, was founded in 1984 by two successful entrepreneurs, Richard Kayne and John Anderson, to manage the funds of its principals and clients.
Since its inception, the firm has followed a philosophy of investing in “high-quality” companies resulting in high conviction portfolios. KAR now manages $69.8 bn (as of 30 September, 2024) of AUM, entrusted by multiple client types including corporate and public pension plans, foundations, endowments, brokerage firms, and high-net-worth individuals. The firm’s range of investment strategies all embody its unified high-quality investment approach.

KAR is a wholly owned subsidiary of Virtus Investment Partners, Inc. (NYSE: VRTS).

With investment style boxes increasingly unhelpful, MFS puts forward the case for a valuation-focused strategy, that's naturally contrarian and supported by the analysis of the MFS Global Research Platform. Ben Tingling explains how to create long-term value as markets change but human nature doesn’t and sentiment frequently creates a divergence between price and value.

Company Profile: In 1924, MFS launched the US’ first open-end mutual fund to give everyday investors access to the markets. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, we celebrate a century of active management. Tested and refined across market environments, our investing approach combines collective expertise, long-term discipline and thoughtful risk management to create value responsibly for clients. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market. 

Investors have reduced their exposure to emerging markets debt for the past three plus years. A combination of factors has led to this exodus.  The risk premium associated with emerging markets has risen following the pandemic, multiple inflationary spikes, and unprecedented tightening of developed markets.  

Yet, Morgan Stanley Investment Management’s Emerging Markets Debt strategies have been raising assets in the face of this broader market trend.  How? A truly differentiated approach underpinned by distinct competitive advantages and a well-resourced team that has historically led to consistent outperformance.  

As investors return to the asset class, attendees will utilize case studies to learn how the team’s process has consistently delivered for clients for nearly 30 years.

Workshop Objectives: Explore the power of active management to capture alpha in emerging markets debt across countries and capital markets through historical case studies

After years of being overlooked, the UK equity market is beginning to capture investors’ attention again. The UK is home to a diverse range of high-quality businesses that are often trading at attractive valuations – and that have the potential to add significant value to portfolios.

Alessandro Dicorrado, Head of Value at Ninety One, will share his team’s disciplined approach to uncovering these hidden opportunities. He’ll explain why the UK remains fertile ground for value investing, and where they’re currently finding the most promising ideas.

Workshop Objectives: Delegates will explore how to identify undervalued opportunities in the UK equity market using a value investing framework.

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

Equity markets at all-time highs, credit spreads at all-time lows – there is clearly nothing to worry about! Markets are looking through trade policy and other risks and anticipating rate cuts by the Federal Reserve. Strong recent returns from credit markets mean that investors must think deeply to identify meaningful return opportunities.  Richard ‘Dickie’ Hodges, Citywire AA rated PM of the Nomura Global Dynamic Bond Fund, discusses the outlook for global fixed income markets and how he is positioning his Fund to earn attractive total returns, whilst protecting against risks.

Workshop Objectives: Investors will learn how conviction risk positions can be balanced with simple hedging techniques to create a low volatility fixed income portfolio.

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. 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.

PIMCO’s GIS Global Bond Fund is a timely investment today due to its strategic positioning in a complex and evolving global bond market. Amid the fragmentation of macroeconomic and geopolitical frameworks, fixed income markets require nimble and informed decision-making. An active management approach is essential as it allows the fund to dynamically adjust duration, credit exposure, and currency risks, capitalizing on market inefficiencies and mitigating downside risks.  Unlike passive approaches, active management provides the flexibility to navigate volatility and seize opportunities across diverse bond sectors worldwide. 

This adaptability is crucial in today’s environment, making PIMCO’s GIS Global Bond Fund a compelling choice for investors seeking both income and capital preservation amid uncertainty.

Workshop Objectives: Understand the benefits of a diversified, multi-sector global bond strategy and how active management can enhance portfolio stability, total return, and risk diversification in a complex and evolving market environment.

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.

Bryn will explain how fixed income, in particular corporate bonds, provide a good hedge against other risks in portfolios, and how bonds can provide a good long-term return from here. He will also touch on bond’s risk adjusted returns vs other asset classes. Bryn will then talk about how active fixed income provides a better tool for investing in corporate bonds, will look at some macro drivers driving the outlook for fixed income and will finally touch on the Rathbones Asset Management strategies that help deliver this.

Workshop Objectives: Learn about fixed income from an asset allocation perspective and understand how active fixed income can attempt to achieve a better outcome for clients.

Company Profile: Rathbones Asset Management is a UK fund manager, with 15.8 billion AUM (As at 30 June 2025). We offer actively managed equity, fixed income and multi-asset capabilities including a wide range of sustainable strategies.

We prize and protect the integrity of independent thinking at Rathbones Asset Management. We ensure our powerful engine of ideas is put to work for clients, driving alpha through our nimble, active approach.

At our heart is the shared pursuit and passion to deliver investment excellence. We create a flexible environment of decisive action and genuine accountability. Our teams thrive through empowerment and the ability to build track records and relationships over decades.

We carefully balance our entrepreneurial flair within an established investment framework, ensuring the responsible allocation of capital for our clients. As part of the Rathbones Group, we know it takes a culture of care and commitment to deliver over the long-term and to do the right thing every time.

Company Profile: Redwheel is a specialist, independent investment manager with an active investment heritage built on a foundation of innovation, original thought, and high conviction.
 
The business was established in 2000 with the ambition to create an environment in which exceptional fund managers can operate with a high degree of investment autonomy and maximise the benefits of their skills over the long-term. 
 
The eight investment teams specialise in Sustainable & Thematic Equities, Active Engagement, Emerging Markets, Value & Income and Convertible Bonds. A total of $19.2 (as at 31st July 2025) is managed across these strategies on behalf of clients who include some of the foremost global institutions and advisors.  
 
With more than 172 people, including 58 dedicated investment professionals, Redwheel has offices in London, Copenhagen, Miami, and Singapore.