In a world where demands on investments are intensifying, it is increasingly challenging to manage money. Geopolitical risk, market volatility and sustainable investing are just some of the factors at the forefront of investors’ minds for 2020. Fixed income requires a flexible approach to capture opportunities against a backdrop of macroeconomic risk and slowing global growth. In global equities, an unconstrained, thematic style could be the way to find the best stocks the market has to offer, while contrarians could consider a shift towards an out-of-favour deep value investment style. Meanwhile, investors are also demanding sustainable returns, but equally want their money to make a positive impact in the world by backing sustainable businesses.
Find out what all this means for your clients’ portfolios. Listen as our expert panel of the industry’s leading fund managers explain their strategies for the year ahead, and share their investment ideas across the following assets classes and themes:
Global Equities, Walter Scott, a BNY Mellon Company
Positive Impact, M&G Investments
Fixed Income, Janus Henderson Investors
Global Recovery, Schroders
learning objectives and presentation overview
A co-presentation with a Walter Scott analyst