Speakers and topics
How should investors think about metals and decarbonisation?
Sprott Uranium Miners Ucits ETF,
Sprott Copper Miners ESG-Screened Ucits ETF
The world is facing a structural shift towards decarbonisation. Governments around the world have shifted back toward industrial policy, spending large sums on the production and consumption of clean energy and electric vehicles. These goals are putting pressure on materials needed for decarbonisation. Tom will be exploring tools to help Irish investors position their portfolios accordingly.
Unwrapping the black box: a pragmatic approach to commodity investments
JSS Commodities strategy
George will discuss long only investment solutions in commodities, taking in themes such as: key drivers of return in commodity futures markets and how commodity futures are a vehicle for risk transfer via hedging and speculation; how diversification and the positive skew of the asset class can be used to drive commodity future returns at the basket level; and how through careful design a broad commodity futures product can incorporate multiple alpha drivers to boost outperformance.
Making the case for Asia: a burgeoning economic force
M&G (Lux) Asia Fund
George will discuss the set up for Asian equities and why now might be a good time to reconsider looking at the region for portfolios. He will focus on M&G's views on China and how headline risk often belies the underlying opportunity. There will also be discussion around relative valuations, the Asia team's bottom-up focused process and possible future winners from the diverse region that is Asia.
Investing for the long term in resilient and adaptable global companies
Trojan Global Equity Fund
As global equity markets respond to momentous technological and societal change, it is increasingly important to balance investing with conviction while keeping an open mind. Companies that were once perceived as impregnable are exposed to new competitive and regulatory forces, while younger companies reach scale and profitability at astonishing speed. In navigating these complex challenges, Gabrielle will highlight the importance of research, patience and valuation in explaining how Troy distinguishes itself from its peers.
Global high yield: the importance of not being idle
Wellington Global High Yield Bond Fund
Join fund manager Konstantin Leidman to discuss what’s different about his approach to investing in high yield. With some clouds remaining in the outlook, choosing the right bonds becomes even more important. He will explain how the team aims to sort the darlings from the delinquents, finding the businesses with the ability to deliver attractive income and total return.