GLOBAL MARKETS FORUM, LONDON 2019

Investment specialists from across MGI will discuss their current economic and market views, the risks and opportunities that abound in their respective markets and what such a backdrop means for portfolio positioning.

From global, North American and emerging market equities to global multi-sector bonds, CoCos, and precious metals, our senior investors will cover a plethora of markets and asset classes.

AGENDA
  • Wednesday 6th March
    • 18:30 – 22:00 Welcome drinks and dinner

      Welcome drinks will be served from 18.30 in the private mezzanine of the Underglobe located underneath the Shakespeare’s Globe followed by a sit down dinner from 20.00.

  • Thursday 7th March
    • 08:30 – 09:00 Registration

      Register for the event.

    • 09:30 - 10:00 Corporate update

      An update on Merian Global Investors.

      Mark Gregory – CEO

       

    • 10:00 -10:40 Absolute opportunity

      After the market turmoil of 2018, head of fixed income, Mark Nash, looks at the opportunities this new world throws up for investors.

      Mark Nash – head of fixed income

    • 10:40 -11:20 Discovering treasure in emerging markets

      Successful investing requires the ability to distinguish between the vicissitudes of markets, and companies’ real value and future prospects, explains Nick Payne, manager of the Merian Global Emerging Markets Fund.

      Nick Payne – fund manager, Merian Global Emerging Markets Fund

    • 11:20-11:40 Coffee break

      Further details will be provided at the event.

    • 11:40 -12:20 Investing through market reversals

      Global equity markets have been notable over recent months for their instability. Ian Heslop, head of global equities, will address changes in sentiment and risk appetite, and discuss how investors can seek uncorrelated returns.

      Ian Heslop – head of global equities

    • 12:20-13:00 Finding yield with CoCos

      Rob James extols the virtues of CoCos and the attraction of risk-adjusted yields considerably higher than equities or senior debt. 

      Rob James – fund manager, Merian Financials Contingent Capital Fund

    • 13:00-14:00 Lunch

      Lunch. Further details will be provided at the event.

    • 14:00-14:40 Vincent Che

      Vincent Che is a senior portfolio manager at Ping An of China Asset Management (Hong Kong). He joined the company in 2007 and has over 10 years’ investment management experience. Vincent specialises in fundamental investing with a focus on fundamental research analysis and stock selection techniques. Prior to joining the asset management team, Vincent previously worked in the company’s strategic development and investment team, extensively involved with M&A projects. He has a bachelor of economics and finance degree from Ryerson University, Canada. 

      Vincent Che – director, senior portfolio manager, Equity Investment

    • 14:40-15:20 Another day: a fading dollar

      With the trend of de-dollarisation now firmly in motion, Ned Naylor-Leyland argues the case for gold as the future apolitical money of choice.

      Ned Naylor-Leyland – fund manager, Merian Gold & Silver Fund

    • 15:20-15:40 Coffee break

      Further details will be provided at the event.

    • 15:40-16:20 Opportunity and volatility in equity markets

      Richard Buxton will share his thoughts on where financial markets may be headed and the outlook for the economy, Brexit and investor sentiment.

      Richard Buxton, head of UK equities

    • 16:20-17:20 Guest speaker

      To be confirmed.

    • 17:20-18:20 Networking drinks

      Close and networking.

    • 20:00 Thursday Evening

      Casual dinner. Further details to be provided.

SPEAKERS
RICHARD BUXTON

Head of UK equities

IAN HESLOP

Head of global equities

ROB JAMES

Fund manager

MARK NASH

Head of Fixed Income

NICK PAYNE

Head of Global Emerging Markets

NED NAYLOR-LEYLAND

Fund manager

VINCENT CHE

Director - Senior portfolio manager

VENUE
The Corinthia Hotel, Whitehall Pl, Westminster, London SW1A 2BD
020 7930 8181

CONTACT US

If you have any questions then please give us a call or send us a email and we will get back to you.

+44 (0)20 7332 8379

[email protected]

 

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