Global Focused Growth: positioning for change in Global Equities

After a challenging period for global equities, and growth-oriented strategies in particular, Portfolio Manager David Eiswert* will discuss his approach to navigating today’s uncertain and complex market environment, and why finding idiosyncratic ideas makes his approach difficult to imitate. He will assess how his investment framework is adapting to the challenge of change, and the impact on his portfolio in terms of performance, positioning and activity.

Dynamic Global Bond: an intentionally different approach to Fixed Income

Traditional fixed income, which has served investors well during a four-decade bull run, no longer displays the characteristics it has in the past. Historically, investors could rely on the threefold benefits of reliable income, relative stability, and diversification of equity risk. Today, low yields, high volatility, and rising correlations make it more difficult to achieve all three of these objectives with traditional fixed income strategies. We believe it’s time to think differently in fixed income. In this session we will explore Dynamic Global Bond strategy; a broadly diversified portfolio of fixed income investments from around the world that seeks to achieve the key benefits of a traditional fixed income strategy in today’s markets by using a flexible and dynamic approach.

Insights from the Multi Asset engine room: beyond diversification

Asset allocation is the key to investing performance. Unfortunately, no single approach works perfectly: developing the right balance requires a clear-eyed look at the many models available to you, various investing methodologies, and your or your client’s level of risk tolerance. In this session, Sebastien shares how he learned to become a better investor along with his three pillars of successful asset allocation: return forecasting, risk forecasting, and portfolio construction.

Emerging Markets Bond: 2022 and its consequences for emerging markets

While Emerging Market Bonds have been weighed down by the post-Covid economic malaise and the impact of Russia's war in Ukraine, valuations are exceptionally attractive. In this session, Samy and Michael will share their outlook for the asset class and outline why they believe now is the time to invest. 

Going private: current opportunities in Private Credit

In this session, Declan Tiernan and Tomer Sofer will provide an overview of Oak Hill Advisors, before showcasing the opportunity set in private credit. They will discuss why this compelling asset class offers attractive investment opportunities with significant growth potential.

Euro IG Bonds - time to add?

The economic backdrop of high inflation and weak growth has led to a significant widening of investment grade spreads. Despite heightened volatility and uncertainty, investors are asking whether they should start to add to their investment grade exposure. David Stanley will review the major drivers and risks in the asset class, as well opportunities for stock selection and the generation of alpha.

*Please note that speaker attendance may be virtual.

General Portfolio Risks

Capital risk – The value of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the portfolio and the currency in which you subscribed, if different.

Counterparty risk – An entity with which the portfolio transacts may not meet its obligations to the portfolio.

ESG and Sustainability risk - May result in a material negative impact on the value of an investment and performance of the portfolio

Equity risk – In general, equities involve higher risks than bonds or money market instruments.

Geographic concentration risk – To the extent that a portfolio invests a large portion of its assets in a particular geographic area, its performance will be more strongly affected by events within that area.

Hedging risk – A portfolio's attempts to reduce or eliminate certain risks through hedging may not work as intended.

Investment portfolio risk – Investing in portfolios involves certain risks an investor would not face if investing in markets directly.

Management risk – The investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably).

Operational risk – Operational failures could lead to disruptions of portfolio operations or financial losses.