Illuminate: Investing in a new light

2021 Newton Investment Conference | Thursday 18 November 2021

We will help you understand some of the major forces of change which are shaping investors’ fortunes

We hope that you will be able to join us and news anchor Daisy McAndrew on Thursday 18 November, either virtually or in person at the Science Museum in London, UK, for Illuminate: Investing in a new light. At the event, we will seek to shed new light on opportunities and risks across the investment landscape.

Agenda

Virtual event

AEST
20:15: Event starts
Euan Munro welcome
China influence: The yin and the yang
Inflation: A game-changer for investors?
21:40: Break
22:15: Second half starts
A climate of unrest
The digital transformation
23:25: Event ends

In-person event

GMT
08:30: Registration and networking breakfast
09:15: Event starts
Euan Munro welcome
China influence: The yin and the yang
Inflation: A game-changer for investors?
10:40: Break
11:15: Second half starts
A climate of unrest
The digital transformation
12:25: Main event wrap-up
12:45: Seated lunch in the Flight Gallery
14:00: Event ends

Sessions and speakers

Session 1: China influence: The yin and the yang

The influence of China on the global economic and capital-market outlook continues to grow. What pitfalls and opportunities lie in store as a consequence?

A panel of experts – global emerging markets portfolio manager Ian Smith, head of specialist research Raphael Lewis, and global research analysts Justin Sumner and Maria Toneva – will join news anchor Daisy McAndrew to discuss the contributions of our reporters:

Richard Bullock, Senior research analyst, geopolitics
External expert – TBC

Session 2: Inflation: A game-changer for investors?

For a decade now, the behaviour of investors appears to have been predicated on the belief that a sustained acceleration in future inflation is unlikely. Are we about to enter an environment in which expectations of inflation begin to rise? What implications would that have?

Portfolio managers John Bailer, Dimitri Curtil, Scott Freedman and Suzanne Hutchins will digest the contributions of our reporters:

Brendan Mulhern, global strategist, Real Return team
Jason Lejonvarn, global strategist, multi-asset capabilities

Session 3: A climate of unrest

Changes in the world’s climate (both real and anticipated) are having vast impacts across governmental, corporate and consumer spectrums. How can we make sense of these changes in investment portfolios?

Joining Daisy McAndrew to discuss the topic will be head of stewardship Jennifer Law, portfolio managers Patrick Kent and Philip Shucksmith, and private markets research analyst Katherine Kelly, and we’ll hear from our reporters:

Tom Atkinson, global research analyst, utilities
Julianne McHugh, head of impact, equities
Rebecca White, responsible investment analyst

Session 4: The digital transformation

Technological innovation is profoundly reshaping our economies and societies. We shine a light on the value creation and disruption that are ensuing, and ask how investors can exploit the related opportunities.

Joining John Porter, chief investment officer of equities, to discuss the topic will be portfolio managers Louise Kernohan, Yuko Takano and Robert Zeuthen, and investigative research analyst Jack Encarnacao. They will explore reports from:

Vivek Gautam, global research analyst, financials
Robbie Henderson, global research analyst, technology, internet and media
Karen Miki Behr, portfolio manager, equity opportunities team

Speakers

Daisy McAndrew

News anchor

Euan Munro

Chief executive officer

Ian Smith

Portfolio manager, Global Opportunities team

Raphael J. Lewis

Head of specialist research

Maria Toneva

Global analyst, consumer

Richard Bullock

Senior research analyst, geopolitics, fixed income

John C Bailer

Deputy head of equity income, portfolio manager

Dimitri Curtil

Global head of multi-asset solutions

Scott Freedman

Analyst and portfolio manager, fixed income

Suzanne Hutchins

Portfolio manager, Real Return team

Brendan Mulhern

Global strategist, Real Return team

Jason Lejonvarn

Global investment strategist

Jennifer Law

Head of stewardship

Patrick Kent

Deputy head of equity opportunities, portfolio manager

Philip Shucksmith

Portfolio manager, Real Return team

Katherine Kelly

Research analyst, private markets, specialist research team

Julianne McHugh

Head of Sustainable Equities

Rebecca White

Responsible investment analyst

John R Porter III

Chief investment officer, head of equity

Louise Kernohan

Portfolio manager, UK Equities team

Robert C Zeuthen

Research analyst, equity research team

Jack Encarnacao

Research analyst, investigative, specialist research team

Vivek Gautam

Global research analyst

Robbie Henderson

Global research analyst

Karen Miki Behr

Portfolio manager, Global Opportunities team

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Meet the managers

To be confirmed.

Additional information

CPD opportunity:: This event is eligible for three hours of continuing professional development (CPD).
Further event information:: Subject to government and venue guidance, our plan is to hold a ‘hybrid’ event, with both in-person and virtual attendance. We will be unable to provide a full recording after the event. However, we will provide a selection of written and video content.
Covid-19 disclaimer:: We are committed to providing a safe and comfortable experience for delegates, and will comply with Covid-19 guidelines set by the government and the venue at the time of the event. We will communicate these as we get closer to the event date.

Contact details

Event enquiries

newtonevents@newton-stag-01.aws.hmn.md

In-person venue

Science Museum
Exhibition Road
South Kensington
London
SW7 2DD

Google Maps

2021 Newton Investment Conference | Thursday 18 November 2021

Agenda

Virtual event

AEST

20:15

21:40

22:15

23:25

In-person event

GMT

08:30

09:15

10:40

11:15

12:25

12:45

14:00