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Think-Tank 2021

Investing in a post-pandemic world

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)

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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)

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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)

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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)

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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)

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"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)

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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)

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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)

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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)

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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)

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