Think-Tank is meticulously crafted to offer substantive investment insights to our intermediary and wealth management clients, featuring presentations from a diverse array of leading global investors and strategists. Each year, the conference revolves around a specific theme addressing the paramount issues confronting investors. This year's theme is ‘Investing through the fourth industrial revolution’. Recent developments in the field of artificial intelligence (AI) have already had a significant effect on the global economy and markets but the longer-term consequences are likely to be profound and much more widely felt. How will AI reshape the global economy? Who will be the biggest winners in this new era and how should investors participate? Where are the lesser-covered investment opportunities and risks? 

To view the Think-Tank 2024 presentations and videos please click the links below.

Ravi Balakrishnan - J.P. Morgan
Global Economic Outlook: A narrow path to a soft landing

Ravi highlights the macro-outlook for the global economy with a focus on the US, China, EU and UK.

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Mark Baribeau - Jennison Associates
Investing in generative AI: the fourth era of computing

Mark discusses the early stages of a generative AI–driven investment cycle that will sweep through the technology sector and, ultimately, the entire global economy. 

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Mike Chen - Robeco
Dynamic theme machine: The next generation of thematic investing

Mike talks about how data, computing, and advanced algorithms drive tremendous change in all aspects of our lives, including how we invest. 

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Luca Evangelisti - Jupiter
Financials Credit: Banks, Digitalization and AT1 bonds 

Luca highlights the important nexus between interest rates and Banks’ key fundamental metrics and their impact on Banks' credit and equity valuations.

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James Knoedler & Cristina Dyer - Evenlode
Active risk management: Our focus on stability in an uncertain world

James and Cristina talk about the investment opportunities and challenges posed by the ‘fourth industrial revolution’ and how the ensuing uncertainty can be mitigated by disciplined risk management at the portfolio and company level.  

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David Merklin - Lyrical
Back to Basics in 4IR - Thinking Fast... and Slow

David discusses Value Investing and how what has always worked is likely to work again and how through major socioeconomic changes, value stocks have delivered the most enduring source of market-beating returns.   

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Ben Wilkinson - Molten Ventures
Valuation discovery in private equity and venture capital

Ben talks about venture capital as an alternative asset class.

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Mike Walters - Form3
Designing and building the future of payments

Mike introduces Form3 and how they creating a innovative modern, cloud-native, real-time account-to-account payment platform.

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Ray Mhere - Curate Investments
Unlock the art of investing

An introduction to Curate Investments, a specialist in selecting top-tier managers from around the world.

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Lorenzo La Posta - MGIM
The world is your oyster: Seizing global equity opportunities

Lorenzo discusses MGIMs global equity offering, focusing  on the Global Equity Fund and the Curate systematic equity solutions (Global Sustainable Equity and Global Emerging Markets) run by Robeco. 

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Richard Parfect & Gary Moglione - MGIM
Listed opportunities in real assets

Richard and Gary highlight the current opportunities in the closed ended investment space, and particularly the investment trust market. 

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Tommaso Migliore - MDOTM
Unlocking value with analytical and generative AI in investments: Practical use cases

Tommaso shows how the integration of Analytical and Generative AI in the investment process has become a transformative approach that unlocks value for investment professionals, enhancing significantly their decision-making

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Sanisha Packirisamy
Redrawing the political lines of global influence

Sanisha covers the how geopolitics are shaping the direction of the world economy and how South Africa is positioned in a world where the political lines of global influence are being redrawn.

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MGIMWO
Richard Stutley - MGIM
Uncertain & Material events

Richard discusses what you can do within your portfolios to help combat uncertain and material events.

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Alex Harvey - MGIM
Multi-asset investing: A portfolio for all seasons

Alex highlights the benefits of diversifying investment exposure across multiple asset classes, geographies and styles.   

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Glyn Owen - MGIM
Think-Tank Round up 

The Round Up brings together key messages from the presentations over the two days of the conference and weaves these into MGIM’s views, forecasts and outlook for the global economy and capital markets in the year ahead. 

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