Site url: https://www.momentum.co.za/momentum/personal/products/invest-and-save/offshore-investing/think-tank-investment-conference
Pagecontext: [email protected]
NameValue
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content/resource-collections}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v8.0/portal-contextual-portal}ibm.portal.sharing.scope.page
wcm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/publicparams}path-infoibm.portal.sharing.scope.page
breadcrumb.enabledtrue
hero.imagehttps://retail-tst.momentum.co.za/images/offshoreinvesting/think-tank/2021-think-tank-1-1-01.jpg
param.template.pageZ6_48GC1K80O0FH90QS83FHN530K6
page.keywordsInvestments, Savings, Savings plan, Saving for retirement, Discretionary fund management, Investment portfolio
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v7.0/portal-contextual-portal}ibm.portal.sharing.scope.page
hide.from.menufalse
hide.childrentrue
dynamic.sitemapfalse
param.sharing.scope.{http://ibm.connections.com/portlet}ibm.portal.sharing.scope.page
label.namepersonal
sitecontext:personal
ibm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
menu.dividertrue
menu
Individual | Corporate Contact us Log in
search

Think-Tank investment conference

Investing in a post-pandemic world
14 to 16 September 2021
Our annual Momentum Global Investment Management Think-Tank investment conference was held as a virtual event between 14 and 16 September, with more than a thousand delegates in attendance. The theme was ‘investing in a post-pandemic world’. Our top-level speakers from across the world explored the state of the world economy and financial markets, the way these are likely to evolve in the year ahead as well as a longer-term perspective on investment opportunities.

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 2021

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)
50 Shades of Green: From ESG integration to impact Masja Zandbergen (Robeco)

Masja Zandbergen (Robeco)

50 Shades of Green: From ESG integration to
impact investing

Head of ESG integration at Robeco, Masja Zandbergen-Albers, speaks about the 50 shades of green and the move from ESG integration to impact investing.

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)

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.

Previous event

21 September 2020

James Klempster director of investment management and Jeanette Marais chief executive officer of Momentum Investments

James Klempster and Jeanette Marais

Intro and update

James Klempster, director of investment management at Momentum Global Investment Management, set the scene. Jeanette Marais, chief executive officer of Momentum Investments, gave a brief overview of what has been happening within Momentum Metropolitan.

Steven Bell director of multi-strategy investments at BMO Global Asset Management

Steven Bell

Can the bull market continue?

Steven Bell, director of multi-strategy investments at BMO Global Asset Management, gave us some worldwide economic, financial and political context on whether he thinks the bull market can continue.

View presentation (pdf)
Drew Beja senior vice president and managing director of Granahan Investment Management

Drew Beja

Desert island investments among US small and mid-caps

Drew Beja, senior vice president and managing director of Granahan Investment Management, explained how he seeks desert island investments among US small and mid caps.

View presentation (pdf)
Ned Naylor-Leyland fund manager at Jupiter Asset Management

Ned Naylor-Leyland

Shine on: Gold’s lustre

Ned Naylor-Leyland, fund manager at Jupiter Asset Management, spoke about gold’s ongoing lustre.

View presentation (pdf)

22 September 2020

Joe McDonnell managing director and head of portfolio solutions at Neuberger Berman

Joe McDonnell

Playbook: Navigating new waters: what lies ahead

Joe McDonnell, managing director and head of portfolio solutions at Neuberger Berman, summarised his team’s outlook, investment views and thoughts on how to navigate these new waters we all find ourselves in.

View presentation (pdf)
Jean Marie Dumas global head of fixed income solutions at Amundi Asset Management

Jean Marie Dumas

Finding factors in fixed income

Jean Marie Dumas, global head of fixed income solutions at Amundi Asset Management, spoke about their approach to factor investing within fixed income.

View presentation (pdf)
Jan de Koning senior portfolio manager in the core quants equities team at Robeco

Jan De Koning

Integrating ESG into Factor Investing

Jan de Koning, senior portfolio manager in the core quants equities team at Robeco, explained how they integrate environmental, social and governance aspects into their factor investing approach.

View presentation (pdf)
Brian Christiansen senior portfolio manager at Sands Capital

Brian Christiansen

Capturing sustainable growth in emerging markets

Brian Christiansen, senior portfolio manager at Sands Capital, unpacked what he expects to be the opportunities of tomorrow.

View presentation (pdf)
A wine cellar furnished with high wooden tables and chairs and a bar section.

Think-Tank virtual wine experience

Highlights of our exclusively curated virtual wine experience held on 22 September 2020 at 19:00 with Wijn – a unique wine

23 September 2020

Alex Harvey co-head of research and a portfolio manager

Alex Harvey

Pandemics, portfolios and potential

Alex Harvey, co-head of research and a portfolio manager, at Momentum Global Investment Management, spoke about pandemics, portfolios and potential.

View presentation (pdf)
Andrew Wellington founder and CIO of Lyrical Asset Management

Andrew Wellington

Value Investing: Poking Holes in the Popular Narrative

Andrew Wellington, founder and CIO of Lyrical Asset Management, explained why their approach to value investing will poke holes in the popular narrative.

View presentation (pdf)
Mark Baribeau managing director and head of global equity at Jennison Associates

Mark Baribeau

Can secular growth stocks sustain current valuations?

Mark Baribeau, managing director and head of global equity at Jennison Associates, talked about growth investing as well as the role of disruptive technology and innovation in global equity markets.

View presentation (pdf)
Glyn Owen investment director at Momentum Global Investment Management

Glyn Owen

Round up

Glyn Owen, investment director at Momentum Global Investment Management, summarised and drew some conclusions from the presentations during the past three days.

Resource centre

Get access to a comprehensive list of investment resources for individuals, businesses and financial advisers. See our latest brochures, forms and fund fact sheets and stay up to date with our press releases, trustee newsletters and news and updates.



We use cookies to optimise the user experience of our website. Want to know more? Read our Privacy Notice.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.

We use cookies to optimise the user experience of our website. Want to know more? Read our Privacy Notice.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.