Think-Tank Investment Conference
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.
Intro & update
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.
(This video is not for retail investors)
Inflation: transitory or persistent?
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.
(This video and presentation is not for retail investors)
View Presentation (PDF)Value Investing: alive and kicking?
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.
(This video and presentation is not for retail investors)
View Presentation (PDF)Accessing innovative growth opportunities in private companies
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.
(This video and presentation is not for retail investors)
View Presentation (PDF)Insurtech: disrupting the insurance industry
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.
(This video and presentation is not for retail investors)
View Presentation (PDF)Reflections on the Momentum Investments Journey in the past year
Jeanette Marais - CEO Momentum Investments
Jeanette Marais, CEO of Momentum Investments, reflects on our journey in the past year.
(This video is not for retail investors)
RealRatePolitik: monetary policy in the soaring twenties
Monica Defend - Amundi
Monica Defend, global head of group research at Amundi, speaks about the guidance of policy makers becoming even more important.
(This video and presentation is not for retail investors)
View Presentation (PDF)"May you live in interesting times": China in the 2020s
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.
(This video and presentation is not for retail investors)
View Presentation (PDF)Energy Transition: timelines and hurdles
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.
(This video and presentation is not for retail investors)
View Presentation (PDF)Can valuations of secular growth stocks be sustained?
Mark Baribeau - Jennison Associates
Mark Baribeau, head of global equity at Jennison Associates LLC, explains whether valuations of secular growth stocks will be sustained.
(This video and presentation is not for retail investors)
View Presentation (PDF)Property Investing: different thinking for different times
Andrew Jones - LondonMetric
Andrew Jones, CEO of LondonMetric Property PLC (LMP), speaks about the property market.
(This video and presentation is not for retail investors)
View Presentation (PDF)Investing in Royalties: Music to your ears
Merck Mercuriadis - Hipgnosis
Merck Mercuriadis, founder and CEO of Hipgnosis, talks to us about the rapidly growing asset class of music royalties.
(This video is not for retail investors)
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.
(This video and presentation is not for retail investors)
View Presentation (PDF)