Speakers and topics
Thematic investing: capturing structural growth opportunities for long-term returns
Sustainable Thematic Equities Platform
David will provide a roadmap for investors looking to find solutions that align with sustainable themes, including climate. He will highlight durable long-term sub-themes including resource efficiency and waste management. Within these sub-themes we find investable solutions such as recycling machines, water treatment companies and automation technologies. Spending on sustainability solutions is estimated to increase to $6trn per annum creating massive opportunities for equity investors.
Investing sustainably in a world of higher rates and higher inflation
Sustainable Global Equity Fund
With the days of negative rates and benign inflation in developed markets long behind us, the growth momentum tailwind for sustainable investing is no more; pragmatism, diversification and a focus on quality are needed to navigate the cycle. To achieve this aim, asset managers are required to look beyond the ESG darlings found in the obvious sectors and geographies and expand their reach to cyclical sectors and emerging markets. In this session, Henry will outline the approach taken by Federated Hermes and highlight where the team are finding the ‘not so obvious’ opportunities.
Impax Sustainable Infrastructure: enabling the transition to the new economy
Impax Listed Infrastructure Fund
The realignment of the global economy with a model that arrests environmental decline and promotes resilience, fairness and inclusivity is driving growing demand for new and updated infrastructure. Harry will present the actively managed Sustainable Infrastructure strategy, explaining why the firm believes infrastructure is at an inflection point and how the transition to a sustainable global economy creates a range of opportunities for companies whose products and services can serve as its foundations.
J Safra Sarasin: using the UN SDGs as a framework for delivering investment return and change
JSS Sustainable Equity - SDG Opportunities
With 2030 fast approaching, how can the UN sustainable development goals be used to identify sustainable winners? Using a thorough investment process to identify SDG solution providers who can make a real difference to the lives of millions across the globe, JSS uses the SDGs to identify companies that can help deliver a meaningful financial return while contributing positively to those across the globe who need it most. With almost 35 years of sustainable investing experience, JSS looks to use the SDGs as an investable framework, an approach which Kaisa, co-PM of the JSS sustainable Equity – SDG Opportunities fund, will outline. She will also explain how this can be accurately tracked and reported on.
A responsible approach to dividend income
Jupiter Responsible Income Fund
James will discuss how a portfolio of sustainable, defensively oriented and quality UK stocks with yield benchmarked valuations can be an important diversifier for both sustainability focused and mainstream portfolios. He will also talk about the three facets of responsibility he considers in identifying and managing portfolio holdings (environmental and social, financial and ownership) and his approach to portfolio construction.
Accelerating the transition to tomorrow: the rise of AI and renewable energy
Mirova Global Sustainable Equity
Understanding the challenges and opportunities related to the major transitions underway in our global economies is critical in building more durable investment portfolios. Soliane will discuss how Mirova assess the long-term investment opportunities related to artificial intelligence and the energy transition and the risks associated with these transformations, both from a financial and sustainability perspective.
Redefining the decarbonisation opportunity
PGIM Jennison Carbon Solutions Equity Fund
Viewing decarbonisation investing through a strictly green lens leaves a lot out of the picture. Raj, client portfolio manager at Jennison Associates, PGIM’s active equity manager, will outline a holistic approach employing a broader scope to reveal a diverse $2.5trn opportunity set with abundant alpha potential. He will explain how to make the most of the multi-decade movement to decarbonise the planet while the carbon reduction revolution is still in its early stages.
China, geopolitics and rare earth minerals: finding solutions for firms connected to the energy transition
Storebrand Global Solutions Fund
Philip will focus on China's position on renewable energy, including a look at the value chain connected to rare earth minerals and issues like energy transition, the geopolitics dominating the relationships between China and other countries and how this ties into companies in the Global Solutions portfolio.
Maximising environmental opportunities: structural tailwinds and strong fundamentals
Vontobel Fund – Global Environmental Change
How can investors create tangible environmental impact without sacrificing returns? How can we take advantage of opportunities from both structural tailwinds as well as the fundamentals of strong businesses aligned to positive change? Vontobel leverages its experience during the past 15 years in managing its Global Environmental Change Fund and Pascal discuss these topics and more.