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
learning objectives and presentation overview
A co-presentation with a Walter Scott analyst