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Think-Tank 2020

Casting off COVID
 

Think-Tank Investment Conference

Our annual Momentum Global Investment Management Think-Tank investment conference was held as a virtual event between 21 and 23 September, with almost a thousand delegates in attendance. The theme was ‘2020 and beyond: Casting off COVID’. Our top-level speakers from across the world examined not just the effect of COVID, but critical trends influencing investors globally and the way in which investors should be navigating long-term structural changes in economies and markets.

 

Intro & update

James Klempster & Jeanette Marais - Momentum

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.

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Can the bull market continue?

Steven Bell - BMO Global Asset Management

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.

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Desert island investments among US small and mid-caps

Drew Beja - Granahan Investment Management

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.

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Shine on: Gold’s lustre

Ned Naylor-Leyland - Jupiter Asset Management

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

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Playbook: Navigating new waters: what lies ahead

Joe McDonnell - Neuberger Berman

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.

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Finding factors in fixed income

Jean Marie Dumas - Amundi Asset Management

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

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Integrating ESG into Factor Investing

Jan De Koning - Robeco

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.

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Capturing sustainable growth in emerging markets

Brian Christiansen - Sands Capital

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

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Pandemics, portfolios and potential

Alex Harvey - Momentum

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

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Value Investing: Poking Holes in the Popular Narrative

Andrew Wellington - Lyrical Asset Management

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

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Can secular growth stocks sustain current valuations?

Mark Baribeau - Jennison Associates

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.

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Think-Tank Round up

Glyn Owen - Momentum

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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