2021 Newton Investment Conference

We helped investors understand some of the major forces of change

At the event, we shed new light on opportunities and risks across the investment landscape. Read more about the four major forces of change we spoke about at the event: China, inflation, climate change and digital transformation.

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 – joined news anchor Daisy McAndrew to discuss the contributions of our reporters:

Richard Bullock, Senior research analyst, geopolitics
Terry Branstad, U.S. Ambassador to China (2017-2020); Longest serving governor in U.S. history
Craig Allen, President, US-China Business Council

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 digested the contributions of our reporters:

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

<strong>Session 3</strong>

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 were head of stewardship Jennifer Law, portfolio managers Patrick Kent and Philip Shucksmith, and private markets research analyst Katherine Kelly, and we heard 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 shone a light on the value creation and disruption that are ensuing, and asked how investors can exploit the related opportunities.

Joining John Porter, chief investment officer of equities, to discuss the topic were portfolio managers Louise Kernohan and Robert Zeuthen, and investigative research analyst Jack Encarnacao. They explored 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
Daisy McAndrew

News anchor

Euan Munro
Euan Munro

Chief executive officer

Ian Smith
Ian Smith

Portfolio manager, Global Opportunities team

Raphael J. Lewis
Raphael J. Lewis

Head of specialist research

Justin R Sumner
Justin R Sumner

Research analyst, equity research team

Maria Toneva
Maria Toneva

Global analyst, consumer

Richard Bullock
Richard Bullock

Senior research analyst, geopolitics, fixed income

Terry Branstad
Terry Branstad

U.S. ambassador to China (2017-2020)

Craig Allen
Craig Allen

President, US-China Business Council

John C Bailer
John C Bailer

Deputy head of equity income, portfolio manager

Dimitri Curtil
Dimitri Curtil

Global head of multi-asset solutions

Scott Freedman
Scott Freedman

Analyst and portfolio manager, fixed income

Suzanne Hutchins
Suzanne Hutchins

Portfolio manager, Real Return team

Brendan Mulhern
Brendan Mulhern

Global strategist, Real Return team

Jason Lejonvarn
Jason Lejonvarn

Global investment strategist

Jennifer Law
Jennifer Law

Head of stewardship

Patrick Kent
Patrick Kent

Deputy head of equity opportunities, portfolio manager

Philip Shucksmith
Philip Shucksmith

Portfolio manager, Real Return team

Katherine Kelly
Katherine Kelly

Research analyst, private markets, specialist research team

Tom Atkinson
Tom Atkinson

Global analyst, cyclicals

Julianne McHugh
Julianne McHugh

Head of Sustainable Equities

Rebecca White
Rebecca White

Responsible investment analyst

John R Porter III
John R Porter III

Chief investment officer, head of equity

Louise Kernohan
Louise Kernohan

Portfolio manager, UK Equities team

Robert C Zeuthen
Robert C Zeuthen

Research analyst, equity research team

Jack Encarnacao
Jack Encarnacao

Research analyst, investigative, specialist research team

Vivek Gautam
Vivek Gautam

Global research analyst

Robbie Henderson
Robbie Henderson

Global research analyst

Karen Miki Behr
Karen Miki Behr

Portfolio manager, Global Opportunities team

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Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

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Contact details

In-person venue

Science Museum
Exhibition Road
South Kensington
London
SW7 2DD

Google Maps
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