9:00 a.m.–9:10 a.m. (BST)
Day Two Opening Remarks
Paul Malone, Global Head of Sales, Morningstar Direct/Head of Morningstar UK
9:10 a.m.–9:45 a.m. (BST)
The Next Wave of Disruption
The technology sector has been one of the greatest beneficiaries of the pandemic, with the adoption of technology solutions accelerated to meet real-world problems. In our view, as the world normalises, we believe new markets opened up by the pandemic, such as hybrid work, will presage the next wave of technology disruption. Akin to what technology has done to advertising and retail, we expect the new hybrid world to drive multi-decade disruption within existing markets and transform new ones. In his presentation, Ben Rogoff, co-head of Polar Capital’s 10-strong Technology team, will explain what this means for investors.
Ben Rogoff, Director of Technology Fund, Polar Capital
10:00 a.m.–10:35 a.m. (BST)
U.K. Equities Beyond Brexit
For over 4 years since the EU referendum in 2016 the U.K. equity market has been unloved, under-owned and according to many U.K. equity managers, undervalued. However, with the announcement of a Brexit trade deal and the COVID-19 vaccine rollout gathering pace, investors are now looking to the U.K. market as a source of value to take advantage of the current discount relative to other markets. But the U.K. is much more than a short-term value trade. We believe the opportunity in the U.K. lies with the active manager that can take advantage of change. Whether it is changes in the way that international businesses operate because of Brexit, or structural shifts that have accelerated due to COVID-19, one thing is for sure, change is happening. We believe that differentiated growth companies with compelling offerings, that are well financed and have the ability to adapt to ongoing change, have a huge opportunity in the current environment, and for managers that can identify these businesses the opportunity is vast.
Roland Arnold, Director and Portfolio Manager, Blackrock UK, Special Sits
10:50 a.m.–11:25 a.m. (BST)
Greenwashing: How to Spot it and How to Guard Against it
As vast amounts of money continue flowing into ESG and sustainable investment products, concerns about greenwashing are intensifying. Regulators are stepping in to tackle the issue but it may be a while before investors see the benefits of new rules such as the Sustainable Finance Disclosure Regulation (SFDR). In this session, we will discuss how investors can spot greenwashing and how they can guard against it.
Hortense Bioy, Director, Sustainability Research, Global Manager Research, Morningstar
11:40 a.m.–12:15 p.m. (BST)
Navigating Alternative Investments: Green, Private or Credit?
Consisting of a session focusing on alternative type investments, we will hear views from Gordon Kerr, DBRS on Green Bonds as well as from an analyst’s point of view from Dylan Cox of Pitchbook.
Gordon Kerr, Head of Structured Finance Research, DBRS Morningstar / Dylan Cox, Lead Analyst, Pitchbook
12:30 p.m.–13:05 p.m. (BST)
Post Brexit Britain and a Multi-Polar World
We are back in a multi polar world in which a distracted America has retired from being the 'World Policeman'. This encourages some countries to try and rewrite the laws and enforce them. It's a time in which the nation states are jostling for position ahead of the coming bi-polar world of China/USA, in which many will be have to choose sides. The kaleidoscope has been shaken leading to an unsettling time.
Tim Marshall, Geopolitics Broadcaster
Exhibition Hall Agenda
13:15 p.m.–13:45 p.m. (BST)
How to Harvest Growth in Asian Equities
Peter Monson, Senior Portfolio Manager, Nikko Asset Management
13:45 p.m.–14:15 p.m. (BST)
Top Issues on Clients Minds
Jeremy Podger,Portfolio Manager, Fidelity International / Radhika Surie, Investment Director, Fidelity International
14:35 p.m.–14:55 p.m. (BST)
Generating Income in a Low-yield Environment: PIMCO GIS Income Fund
Dan Ivascyn, CIO, PIMCO
14:55 p.m.–15:15 p.m. (BST)
Monks: the importance of looking forward
Jon Henry, Baillie Gifford / Spencer Adair, Baillie Gifford / Malcolm MacColl, Baillie Gifford
15:15 p.m.–15:35 p.m. (BST)
Thematic Opportunities for the Modern Age
Alex Araujo, M&G Investments
15:35 p.m.–15:55 p.m. (BST)
UK Equities – The Journey from Unloved to Recovery
Alex Wright, Portfolio Manager, Fidelity International