9:15 a.m.–9:50 a.m. (GMT)
Can China continue to be the powerhouse of growth over the next decade?
With China transitioning to a domestically orientated consumer economy, Devan will be reflecting on China’s greater significance in indices and the global economy, and what the implied changes are for emerging markets as a whole. What will the growth drivers be for the asset class outside of China?
Devan Kaloo, Aberdeen Standard Investments
9:55 a.m.–10:30 a.m. (GMT)
Value Investing – could this be the greatest opportunity in a generation or are we deluding ourselves?
Ben Whitmore will talk about the dilemma facing investors: value shares on many measures are at their lowest valuation relative to growth shares in a generation. In fact, the portfolio he is managing is cheaper than the one he was managing at the height of the TMT boom in the late 1990s. However, a combination of significant change within the structure of economies (for example, in retail, energy, automotive and financialservices) and very low interest rates are causing people to question whether it really is an opportunity for value investing. Once in a lifetime opportunity or are we deluding ourselves?
Ben Whitmore, Jupiter Asset Management
10:35 a.m.–11:20 a.m. (GMT)
Navigating the ESG and Impact Investing Landscape
With regulation soon requiring that financial advisers assess their clients’ sustainability preferences, being able to navigate the expanding sustainable and impact investing fund landscape is no longer optional. But it is not easy. We delve behind the scenes with three investment managers to better understand their approach, the various options available to retail investors and why they think some will deliver better outcomes and higher impact than others. This session will be implementation-focused and offer you actionable take-aways for use with your clients.
Katherine Davidson, Schroders / John William Olsen, M&G Investments / Sacha Sadan, Legal & General Investment Management / Moderated by: Hortense Bioy, Morningstar
11:20 a.m.–11:35 a.m. (GMT)
11:35 a.m.–12:10 p.m. (GMT)
An Inflection Point for Sustainable Investing. The Time Is Now.
Never has there been a timelier litmus test for sustainable investing. As environmental, social and governance (ESG) issues have become part of the mainstream investment narrative, the industry is at an inflection point. Financial professionals have an opportunity to help investors of all kinds and in every region of the world begin to consider not only how ESG risks might affect their portfolios but also how their investments in companies, funds, and various sustainable finance instruments might result in positive societal and/or environmental outcomes. The time is now to turn fear into opportunity through proactive and impactful financial decision-making.
Michael Jantzi, Sustainalytics, a Morningstar company
12:15 a.m.–12:55 p.m. (GMT)
The Value of Real Financial Advice
Never before has Real Financial Advice been more valuable, and never before has it been more important for you to understand, believe, and communicate that value. In this engaging session, Carl will make sure that is clear!
Carl Richards, The Behavior Gapmpany