Speakers and topics
Smaller emerging markets at a time of high inflation
Redwheel Next Generation Emerging Markets Equity Fund
The sharp tightening of monetary policy in advanced economies has often triggered financial stress in emerging markets, witnessed in the 1980s and again in the mid-1990s. The recent tightening cycle has played out differently. In response to rising inflation, EM central banks were quicker to act. Going forward, the re-jigging of global supply chains and electrification of industries might continue to exert inflationary pressure on the developed world while Redwheel expect smaller EM to be key beneficiaries of these trends.
Key themes in the AI space
Trium Sustainable Innovators Global Equity Fund
Raphael will discuss the true impact of AI, outlining his thoughts, positioning and approach to selecting distinctive business models, called 'Innovation Compounders.'
Global Impact Bond: impact without compromise
Wellington Global Impact Bond Fund
The Wellington Global Impact Bond Fund offers investors an opportunity to actively address the world’s major social and environmental challenges, within a core, multi-sector fixed income portfolio, premised on seeking to deliver competitive financial returns. Paul will discuss how Wellington ensures a high degree of integrity in its impact objectives, while utilising the firm's sector rotation and security selection expertise to target attractive returns, which the firm believes enables clients to align their values and their financial objectives without compromise.