Speakers and topics
How can AI unlock new dimensions of alpha in the context of multi-factor investing?
Founded more than 26 years ago, the Systematic Equity team at Allianz Global Investors has turned academic research into a successful investment strategy. They have been an early adopter of Artificial Intelligence techniques in their approach, in order to deliver enhanced equity market returns. The result is a repeatable, risk-managed approach which aims to consistently provide added value to our clients. Hear more about how investment styles, like value or momentum, carry risk premia that can be harvested through a disciplined systematic approach, and how this can be done largely independent of the economic or the market environment.
How to invest in a changing global equity landscape
Concentration in certain parts of the global equity universe necessitate a closer look at where the risks are at a portfolio level. Beyond simple diversification of region, one has to consider diversification of style exposure as well as investment process exposure. A systematic, value aware, truly global strategy offers neat solution to these issues.
Growth investing, done differently
In today's world, innovation is happening at an increasingly rapid pace. But investors wishing to access these opportunities through top-down or thematic approaches may have been disappointed over recent years. From the world's largest active-only asset manager, Capital Group New Economy is a global equity strategy with tried-and-tested approach investing in fast-growing and innovative companies for more than 40 years.
From rupture to resilience: finding uncorrelated alpha in a correlated world
In an environment where traditional asset classes offer few places to hide, investors face the dual challenges of preserving capital and sourcing returns. Lofty valuations and rising cross-asset correlations have weakened the effectiveness of conventional defences. Absolute return investing offers a differentiated approach - combining risk discipline with the flexibility to find uncorrelated sources of alpha.
Investing in the Energy Transition
Join us for an in-depth discussion on the Guinness Sustainable Energy Fund, designed to invest in companies focused on the generation, storage, efficiency, and consumption of sustainable energy. This includes sectors such as solar, wind, hydro, geothermal, biofuels, and biomass. Guinness believes that over the next two decades, the world will undergo a major transition towards a sustainable energy system, driven by five key factors:
• Population & GDP Growth: Rapid growth is increasing pressure on current energy supplies.
• Climate Change: Reducing carbon emissions through cleaner energy sources will be a global priority.
• Pollution: Governments are pushing for cleaner energy to reduce air pollution in cities.
• Energy Security: Distributed sustainable energy can reduce reliance on energy imports, enhancing energy security.
• Economics: Sustainable energy sources are becoming more cost-effective than traditional options.
Solving the Core Allocation Challenge: A Systematic Approach to Consistent Outperformance
In an environment of rapid geopolitical shifts coupled with structural market changes such as index concentration, delivering consistent alpha in public equity portfolios has been challenging. This session explores how combining human driven and systematic processes — robust factor research, efficient implementation and risk-controlled portfolio construction — has delivered optimal outcomes while maintaining scalability and cost efficiency for UK wealth managers and DFMs.
Nordea Asset Management BetaPlus: Consistent Alpha in an uncertain world
As the space between active and passive investment options becomes increasingly competitive, factors such as scale, experience and consistency are critical when selecting both an investment solution and its manager. This masterclass explores Nordea’s BetaPlus Enhanced strategies as an active answer to passive investing, examining how a disciplined, quantitative approach—supported by an experienced investment team—can balance the pursuit of excess returns with controlled active risk in core portfolio allocations.
Efficiently investing in High Yield to deliver higher performance and greater liquidity
There is a more efficient way to invest in High Yield that does not involve buying high yield bonds. Our aim is to show that with a synthetic approach we can deliver higher returns, greater liquidity, and lower drawdowns than high yield indices, peers and ETFs
Rethinking Emerging Markets: where to focus now
After a strong year, emerging markets remain firmly on investors’ radars. Despite geopolitical uncertainty, the fundamentals continue to be compelling: structural growth, favourable demographics, attractive valuations and rising economic influence.
But the debate has shifted from whether to invest in emerging markets to how. In a multipolar world, outcomes increasingly depend on selectivity, disciplined country allocation and understanding shifting global dynamics — from renewed momentum in Latin America to China’s repositioning in Asia and evolving relationships with the US.
In this masterclass, we will explore how investors are navigating risk, return and diversification set against a backdrop of a weaker dollar, interest rates at or near their peak, improving fundamentals and low institutional positioning.
Helping provide resilience and repeatability across markets
The Royal London Global Equity Income Fund seeks to deliver strong results, resilience, and consistent participation in rising markets, while aiming to offer a diversified and increasingly valuable income stream. Discover how our disciplined, repeatable investment process, combined with a pragmatic approach to yield, helps to support the potential for dependable outcomes across a wide range of market environments.
Why strategic bond funds can navigate all market conditions
In this session we will discuss how the strategic bond sector can help investors navigate all market conditions. He will outline the current state of bond markets and explain why not all bond funds are alike - highlighting the importance of flexibility and deep dive credit research.
Strat Bond Done Right: Navigating Global Bonds with Precision
Strategic bond funds have too often failed investors when resilience mattered most. In this session, we explore how to deliver truly risk controlled returns and what an industry leading active edge looks like. Drawing on insights from Vanguard, home to a $2.6 trillion global fixed income platform, including more than $500 billion in active bond strategies, and the world’s largest fixed income fund.
The reemergence of Emerging Market Equities: A different perspective on emerging markets within a diversified global portfolio
Emerging Markets look very different from the previous cycle. Previously, GDP growth was offset by shareholder dilution.
Today, EM corporates are more disciplined, with rising buybacks and stronger EPS growth. EM economies are more resilient, less tied to DM policy, and benefiting from de-dollarisation.
Is this reflected in valuations, and how should investors consider EM allocations in a global equity portfolio?
Flexible bond investing: beyond the yield
With rate volatility and tight credit valuations, being nimble in fixed income is essential. Yet many strategic or flexible bond strategies face a persistent challenge: the pursuit of yield and return often leads to overexposure to lower-quality credit, or more specialised and illiquid sectors, increasing risk and volatility without being able to capitalize on market dislocations. What if there’s another way?
This session explores a differentiated approach to credit investing that goes beyond traditional yield harvesting. In fixed income, return is driven by both yield and price movement. By focusing on bonds with asymmetric price return profiles — where the potential for price appreciation is positively skewed — investors can build portfolios that aim to deliver robust total return without stretching down the quality spectrum or reaching into unconventional sectors.
Join us to rethink fixed income in a way that’s differentiated, dynamic, and designed for today’s market conditions.
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