JIF 2020
JIF 2020
More than 650 financial advisers attended this year’s Joint Investment Forum across 10 locations to hear the latest views and investment ideas from our panel of leading fund managers.

Walter Scott, a BNY Mellon company, Global Equities team explained why they invest in companies rather than countries. For example, a recent research trip to China highlighted a number of exciting sectors and trends across the region, but left them feeling cautious about investing directly in Chinese companies. Instead, they prefer to hold global businesses with significant exposure to the region, such as Kone, Starbucks and LVMH.

Janus Henderson Investors Strategic Fixed Income co‐heads Jenna Barnard and John Pattullo, and Strategic Fixed Income Portfolio Manager Rebecca Young debunked the common myths, misunderstandings and untruths facing bond markets. They explained why bonds continue to offer investors genuine diversification when growth and inflation slows, and warned investors of the dangers associated with illusory diversification from alternatives.

We are entering a new era for impact investing, according to Ben Constable‐Maxwell, M&G Investments Head of Sustainable and Impact Investing, and John William Olsen, manager of the M&G Investments Positive Impact Fund. In this new era, companies that are helping to solve the world’s greatest challenges are likely to attract significant investment from consumers and governments alike. John and Ben outlined how they identify the most attractive opportunities in this space, targeting companies with a competitive edge and the potential to thrive.

Meanwhile, Schroders’ Global Recovery managers Simon Adler, Andrew Lyddon and Liam Nunn outlined three reasons to back global value stocks today and warned investors not to leave it too late. As global stock markets continue to be driven by fear, greed and envy, they noted that value investors – like themselves – will continue to profit from these emotional responses.

Following another successful Joint Investment Forum, we would like to thank you for your continued support.
We look forward to seeing you in 2021.

Hear directly from our speakers who shared their thoughts after the London event




SPEAKERS & PRESENTATIONS
Click on the speaker image for information about the speaker,
learning objectives and presentation overview

Global Equities
A co-presentation with a Walter Scott analyst
George Dent
George Dent
Ashley-Jane Kitchen
Ashley-Jane Kitchen
Murdo MacLean
Murdo MacLean
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Fixed Income

Jenna Barnard
John Pattullo
Rebecca Young
Rebecca Young
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Global Recovery
Simon Adler
Andrew Lyddon
Liam Nunn
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Positive Impact
Ben Constable-Maxwell
John William Olsen
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Disclaimer

For professional investors and advisers only. Not for onward distribution. No other persons should rely on any information contained within. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Nothing in this material should be construed as advice or a recommendation to buy or sell. Information herein is believed to be reliable but we do not warrant its completeness or accuracy. Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London, EC2Y 5AU. Registration No, 4191730 England. Authorised and regulated by the Financial Conduct Authority.

This content relates to an investment forum that is to be hosted by Schroder Unit Trusts Limited. M&G Securities Limited, Bank of New York Mellon Corporation, and Henderson Administration Ltd.

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