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A navy blue outline of iconic landmarks in London, England, with a red setting sun.

2023 MGIM Think-Tank investment conference

Our annual Think-Tank investment conference was held in London on 20 and 21 September 2023, hosted by Momentum Global Investment Management.

Think-Tank is designed to give our intermediary and wealth management clients substantive investment-related insights through presentations from a wide range of leading global investors. Each year, the conference has a particular theme based on the most important issues facing investors and this year it was ‘Soft landing, hard landing, no landing? Strategies for a wide range of outcomes’. Presenters explored the challenges and uncertainties around the near-term outlook for the world economy and financial markets and provided a longer-term perspective on investment opportunities that are being created. We provided delegates with unrivalled thinking on the issues they face when advising their clients on investments.

Kallum Pickering

The rocky road back to normal times

View presentation (pdf)

Sophia Li

Not the Japan you’d expect: Opportunities through growth and innovation

View presentation (pdf)

Mark Baribeau

The global spectrum of growth

View presentation (pdf)

Weili Zhou

Surfing the ocean of alternative data to reach new investment heights

View presentation (pdf)

Alex Harvey

The role of bonds today in multi-asset portfolios

View presentation (pdf)

TATJANA GREIL CASTRO

Opportunities in corporate credit

View presentation (pdf)

LISA LIM

Sustainable investments in Asia: Challenges and opportunities

View presentation (pdf)

ADRIAN PETREANU

China: A temporary blip or heading towards Japanification?

View presentation (pdf)

DAN O’KEEFE

New Paradigms

View presentation (pdf)

HEATHER HOPKINS

Consumer Duty and the evolving landscape for advisers

View presentation (pdf)

Ferdi Van Heerden

Developments at Momentum

View presentation (pdf)

Jeremy Stretch

Soft landing, hard landing, no landing?

View presentation (pdf)

Sunil Thakor

Competitive advantage and inflation protection: Fasten seatbelt during take off and landing

View presentation (pdf)

Chris Tanner

The evolving opportunity within renewable environmental assets

View presentation (pdf)

Tommaso Migliore

AI-driven asset allocation

View presentation (pdf)

Previous events

ANDREW HARDY(MOMENTUM GLOBAL INVESTMENT MANAGEMENT)

Introduction

Andrew Hardy, director of investment management at Momentum Global Investment Management (MGIM), opened our 21st annual Think-Tank event.

GREG FUZESI (JP MORGAN)

Euro area outlook: Expansion runs out of gas

Greg Fuzesi, executive director at JP Morgan, outlines some of the impacts of the European energy crisis.

View presentation (pdf)

PATRICK MEEGAN (HOTCHKIS & WILEY)

Is value still cheap, and where are the opportunities today?

Patrick Meegan, portfolio manager at Hotchkis & Wiley, outlines the current opportunities in value stocks.

View presentation (pdf)

TOM NAUGHTON (PRUSIK INVESTMENT MANAGEMENT)

China & Hong Kong: Connect or disconnect?

Tom Naughton, Managing Partner and CIO at Prusik Investment Management, takes a look at opportunities for Asian equity income investors.

View presentation (pdf)

MARK BARIBEAU (JENNISON ASSOCIATES)

Structural growth investing in challenging economic times

Mark Baribeau, managing director at Jennison Associates, says investors who focus on innovative companies in large markets with strong secular growth tailwinds can find opportunities.

View presentation (pdf)

FRED INGHAM (NEUBERGER BERMAN)

Diversifiers to the rescue

Fred Ingham, managing director at Neuberger Berman, looks at the more prominent role alternative diversifiers will need to play in portfolios.

View presentation (pdf)

GARETH JONES (ALVARIUM INVESTMENTS)

Helping fund a solution to the UK homelessness crisis

Gareth Jones, fund manager at Alvarium Investments, explains how private capital can help to contribute to alleviate social issues.

View presentation (pdf)

PAUL NIXON (MOMENTUM INVESTMENTS)

A sunny disposition (effect) may cast a shadow on investment advice

Paul Nixon, head of behavioural finance at Momentum Investments, explains how can we use quantitative and psychological techniques to give investors better outcomes.

View presentation (pdf)

ASHISH SWARUP (AIKYA INVESTMENT MANAGEMENT)

Sustainability and resilience in emerging markets

Ashish Swarup, Investment Analyst and Portfolio Manager at Aikya Investment Management, looks at importance of greater downside protection and resilience when investing in emerging markets.

View presentation (pdf)

TIM CREED (SCHRODERS ASSET MANAGEMENT)

What is venture and growth capital, and how to generate sustainable returns

Tim Creed, head of private equity investments, member of the investment committee at Schroders Asset Management, outlines the investment approach of private equity and venture capital funds.

View presentation (pdf)

TIM SADLER (TESSIAN)

Schroders portfolio case study

Tim Sadler, CEO and Co-founder of Tessian, tells the story of one of the fastest growing European SaaS companies from inception to present day.

View presentation (pdf)

MARTIN RIEKERT (MOMENTUM INVESTMENTS)

Ahead of the disruption

Martin Riekert, executive head: retail investments at Momentum Investments, gave an overview of Momentum Investments and a business update.

View presentation (pdf)

GURPREET GILL (GOLDMAN SACHS ASSET MANAGEMENT)

Inflection Point: Risks and opportunities in a changing global economic order

Gurpreet Gill, macro strategist within the fixed income team and head of fixed income insights at Goldman Sachs Asset Management, talks about structural forces and how it is impacting the investment landscape.

View presentation (pdf)

WILMA DE GROOT (ROBECO ASSET MANAGEMENT)

The best of both worlds: Sustainability and factor investing

Wilma de Groot, head of the core quant equities at Robeco Asset Management, highlights the best of two worlds: sustainability and factor investing.

View presentation (pdf)

GUSTAVO MEDEIROS (ASHMORE GROUP)

Outlook and opportunities in emerging market debt

Gustavo Medeiros, head of research at Ashmore Group, highlights the outlook for emerging markets.

View presentation (pdf)

ALEX HARVEY (MOMENTUM GLOBAL INVESTMENT MANAGEMENT)

Multi-asset investing: Greater than the sum of its parts

Alex Harvey, senior portfolio manager and investment strategist at Momentum Global Investment Management, outlines how the established (negative) correlation between risk assets and government bonds has broken down.

View presentation (pdf)

GILES FROST (AMBER INFRASTRUCTURE)

The role of infrastructure in an inflationary and normalising rate environment

Giles Frost, co-founder of Amber Infrastructure, provides an overview of infrastructure as an asset class and the investment dynamics.

View presentation (pdf)

GLYN OWEN (MOMENTUM GLOBAL INVESTMENT MANAGEMENT)

Think-Tank round up

Glyn Owen, investment director at Momentum Global Investment Management, closed the Think-Tank event.

14 September 2021

Introduction: Andrew Hardy (Momentum Global Investment Management)

Andrew Hardy (Momentum Global Investment Management)

Introduction

Andrew Hardy, investment director at Momentum Global Investment Management (MGIM) opened our 20th annual Think-Tank virtual event.

Malcolm Barr (J.P. Morgan)

Malcolm Barr (J.P. Morgan)

Inflation: Transitory or persistent?

Malcolm Barr, head of Western European Economic Research at J.P. Morgan, shares his outlook for the global economy as well as government and central bank policy.

View presentation (pdf)
Value Investing: Alive and kicking? Ian Lance (RWC Partners)

Ian Lance (RWC Partners)

Value Investing: Alive and kicking?

Ian Lance, portfolio manager at RWC Partners for UK Equity Value and Income, talks about value investing as a good long-run strategy to
invest in.

View presentation (pdf)
Accessing innovative growth opportunities in private companies: Richard Watts ( Jupiter Asset Management)

Richard Watts (Jupiter Asset Management)

Accessing innovative growth opportunities in
private companies

Richard Watts, co-head of strategy for the UK small and mid cap team at Jupiter Asset Management, talks about accessing innovative growth opportunities in private companies.

View presentation (pdf)
Insurtech - disrupting the insurance industry: Julian Teicke (wefox)

Julian Teicke (wefox)

Insurtech - disrupting the insurance industry

Julian Teicke, CEO and co-founder of wefox, explains his strategy behind wefox becoming Europe’s number one digital insurer, with operations in five countries.

View presentation (pdf)

15 September 2020

Reflections on our journey in the past year: Jeanette Marais (Momentum Investments)

Jeanette Marais (Momentum Investments)

Reflections on our journey in the past year

Jeanette Marais, CEO of Momentum Investments, reflects on our journey in the past year.

Investing in a post-pandemic world: Monica Defend (Amundi Asset Management)

Monica Defend (Amundi Asset Management)

Investing in a post-pandemic world

Monica Defend, global head of group research at Amundi, speaks about the guidance of policy makers becoming even more important.

View presentation (pdf)
“May you live in interesting times”: China in the 2020s James Morton (Santa Lucia Asset Management)

James Morton (Santa Lucia Asset Management)

“May you live in interesting times”:
China in the 2020s

James Morton, founder and chief investment officer of Santa Lucia Asset Management, talks about the progress China has made so far and what lies ahead for the country in the next decade.

View presentation (pdf)
Energy Transition: Timelines and hurdles: Alex O’Cinneide (Gore Street Capital)

Alex O’Cinneide (Gore Street Capital)

Energy Transition: Timelines and hurdles

Alex O'Cinneide, founder and CEO of Gore Street Capital, talks about the energy transition as an investment opportunity.

View presentation (pdf)

16 September 2021

Mark Baribeau (Jennison Associates)

Mark Baribeau (Jennison Associates)

Can valuations of secular growth stocks be sustained?

Mark Baribeau, head of global equity at Jennison Associates LLC, explains whether valuations of secular growth stocks will be sustained.

View presentation (pdf)
Andrew Jones (LondonMetric Property)

Andrew Jones (LondonMetric Property)

Property Investing: Different thinking for
different times

Andrew Jones, CEO of LondonMetric Property PLC (LMP), speaks about the property market.

View presentation (pdf)
Investing in Royalties: Music to your ears Merck Mercuriadis (Hipgnosis)

Merck Mercuriadis (Hipgnosis)

Investing in Royalties: Music to your ears

Merck Mercuriadis, founder and CEO of Hipgnosis, talks to us about the rapidly growing asset class of music royalties.

Think-Tank round up Glyn Owen ( Momentum Global Investment Management)

Glyn Owen (Momentum Global Investment Management)

Think-Tank round up

Glyn Owen, investment director at Momentum Global Investment Management, closes our virtual Think-Tank event.

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