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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

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)

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.

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.

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.

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.

15 September 2021

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.

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.

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.

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.

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.

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.

Andrew Jones (LondonMetric Property)

Property Investing: Different thinking for
different times

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

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.

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 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

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.

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.

Ned Naylor-Leyland

Shine on: Gold’s lustre

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

22 September 2020

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.

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.

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.

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.

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

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.

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.

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.

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.

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