Speakers and topics

Fixed income opportunities and how to exploit them 

Aegon Strategic Bond Fund and Aegon Absolute Return Bond Fund

As the interest rate cycle turns, the question is now not whether to have fixed income risk, but instead how best to access the bond market. Colin will outline the opportunities fixed income markets offer and the different solutions available to investors across the risk spectrum.

Colin Finlayson

Investment manager

Aegon Asset Management

Colin is the co-manager of the strategic bond and absolute return strategies. He is a member of the global rates and multi-sector portfolio management teams. He specialises in global government bonds, relative-value analysis, and asset allocation decision-making across the fixed income market. He joined the firm in 2000 directly from the University of Strathclyde, where he studied economics and finance. 

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Is it possible to tackle demographic, climate change and biodiversity challenges through a portfolio of listed equities?

AXA IM Listed Impact Equity Strategy 

Impact investing is emerging as a powerful way of delivering financial returns while also tackling the world’s biggest social and environmental challenges. In this session, Anna will discuss how investors can make an impact on biodiversity, climate, and demographic challenges through listed markets with focused investor engagement.

Anna Vaananen

Head of listed impact equity

AXA Investment Managers

Anna co-manages the AXA ACT People & Planet Equity, AXA WF ACT Clean Economy, AXA WF ACT Biodiversity strategies and AXA ACT WF Social Progress strategies together with Tom Atkinson, Ashley Keet and Anne Tolmunen. She joined AXA IM in 2023 from Mirova, where she was the head of the global environmental team for four years. Preceding that, she spent nine years at Credit Suisse AM in Zurich managing thematic equity strategies, and six years as a fund manager at FIM AM and Tapiola AM. 

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Higher for longer: why global value equities are poised for a strong resurgence

Robeco BP Global Premium Equities Fund

Over the past 15 years, global markets have experienced a wide variety of anomalies, ranging from the Great Financial Crisis to Brexit. Through all these environments, the Robeco BP Global Premium Equities Fund has remained unwaveringly committed to its value discipline and its time-tested investment philosophy and process. It is an all-cap global equity fund which focuses on a bottom up portfolio, centred on attractively priced companies with excellent fundamental quality and momentum in all market environments. This philosophy has delivered excellent returns, driving alpha through stock selection. While mega-cap companies and growth funds have mostly posted strong results in a very concentrated market, value has quietly produced highly competitive returns and is poised for a period of outperformance. Chris has managed the portfolio since 2008 and will make the case for value in a new market environment that is likely to look very different to the past 15 years.

Christopher K Hart

Portfolio manager

Boston Partners

Christopher is a portfolio manager of the Boston Partners Global Equity and Boston Partners International Equity strategies, with primary responsibility for managing the firm’s Global Equity long portfolios. Prior to this, he was the portfolio manager of the Boston Partners International Small Cap Value product, and, before that, an assistant portfolio manager of the Boston Partners Small Cap Value products for three years. Previously, he was a research analyst specialising in the conglomerates, engineering and construction, building, machinery, aerospace and defence, and Reits sectors of the equity market. He joined the firm in 2002 from Fidelity Investments where he was a research analyst.

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The relative calm of earnings: why global quality growth investing is fit for volatile times

Seilern World Growth Fund, Global Equity Fund

Michael Faherty

Research analyst and portfolio manager

Seilern Investment Management

As a member of the investment team, Michael is responsible for conducting fundamental research for companies within the Seilern universe, as well as prospective additions. He joined SIM in 2016. Prior to that, he worked in the US equity team at JP Morgan AM and at JP Morgan Chase as a graduate analyst.

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