Think-Tank 2021

Our annual Momentum Global Investment Management Think-Tank investment conference was held as a virtual event between 14 and 16 Septemner, with almost 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, and the way these are likely to evolve in the year ahead, as well as a longer-term perspective on investment opportunities.

Andrew Hardy, Director of Investment Management - Momentum

Andrew Hardy, 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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Malcolm Barr - J.P. Morgan

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.

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Ian Lance - RWC Partners

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.

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Richard Watts - Jupiter Asset Management

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.

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Julian Teicke - wefox

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.

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Jeanette Marais - CEO Momentum Investments

Jeanette Marais, CEO of Momentum Investments, reflects on our journey in the past year.

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Monica Defend - Amundi

Monica Defend, global head of group research at Amundi, speaks about the guidance of policy makers becoming even more important.

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James Morton - Santa Lucia Asset Management

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.

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Alex O'Cinneide - Gore Street Capital

Alex O'Cinneide, founder and CEO of Gore Street Capital, talks about the energy transition as an investment opportunity.

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Mark Baribeau - Jennison Associates

Mark Baribeau, head of global equity at Jennison Associates LLC, explains whether valuations of secular growth stocks will be sustained.

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Andrew Jones - LondonMetric

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

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Merck Mercuriadis - Hipgnosis

Merck Mercuriadis, founder and CEO of Hipgnosis, talks to us about the rapidly growing asset class of music royalties.

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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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