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.Watch Video
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.Watch Video
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.Watch Video
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.Watch Video