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With few companies being truly local, the role of ‘global’ investment mandates has become the norm for institutional asset owners. However, understanding the intricacies of investing into and being exposed to new geographical regions presents unique investment risks investors need to thoroughly understand.

The annual Investing in Global Equities, Europe report brings together UK and continental European asset owners with the aim of exploring diverging drivers for global equities and examining individual value and growth opportunities. The report also takes a detailed look at the different impacts developed and emerging markets have on global equities.

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SECTION 1

DISTINGUISHING GLOBAL EQUITIES

1.1 INTERVIEW:
What defines a true global equity fund: Investing across a set number of regions, regional exposure weighting or other criteria?

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Chetan Ghosh, Chief Investment Officer, Centrica

1.2 INTERVIEW:
Selecting and blending global equity managers and strategies

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Nick Samuels, Director, Manager Research, Redington

1.3 INTERVIEW:
Importance of global equities as part of a balanced asset allocation

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewees:

  • Anton Wouters, Head of Customised and Fiduciary Solutions, BNP Paribas Investment Partners
  • Guy Davies, Director, Equities, BNP Paribas Investment Partners

SECTION 2

MONETARY POLICIES OF DEVELOPED ECONOMIES AND THEIR IMPACT ON THE GLOBAL EQUITY MARKET

2.1 INTERVIEW:
Will policies on normalising interest rates continue to diverge in developed world economies and how will this impact global equities

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Ibrahim Gassambe, Senior Macro-strategist, Global Equity and Macro Research, Roubini Global Economics

2.2 WHITEPAPER:
What kind of an affect will continued, elevating quantitative easing have on emerging and developed markets?

  • David Weeks, Member nominated director, Lovell Pension Scheme Trustee Company

SECTION 3

IMPACT OF EMERGING MARKETS ON DEVELOPED MARKETS

3.1 INTERVIEW: How will emerging markets deal with their debt and how will this influence performance?

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Scott Zimmerman, Leader, Americas, Private Equity Assurance, EY

SECTION 4

PROTECTING YOUR EQUITY EXPOSURE AGAINST VOLATILITY

4.1 EXPERT DISCUSSION:
What is driving current market volatility and does it show any signs of winding down?

Moderator:

  • Hubert Danso, CEO and Vice Chairman, Africa Investor

Panellist:

  • Ingrid Albinsson, Chief Investment Officer, AP7

SECTION 5

HOW TO DESIGN A GLOBAL EQUITIES MANDATE

5.1 INTERVIEW:
Engineering equity mandates for long term success

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Mark Mansley, Chief Investment Officer, Environment Agency Pension Fund

5.2 WHITE PAPER:
How to manage geopolitical risk and understand its implications on your portfolio and regional stability

  • Eugene Nivorozhkin, Assistant Professor in Economics, UCL School of Slavonic and East European Studies, (SSEES)

Ingrid Albinsson

Head of Strategy, AP7

Guy Davies

Director, Equities, BNP Paribas Investment Partners

Chetan Ghosh

Chief Investment Officer, Centrica

Mark Mansley

Chief Investment Officer, Environment Agency Pension Fund

Eugene Nivorozhkin

Assistant Professor in Economic, UCL School of Slavonic and East European Studies (SSEES)

Member nominated director

Lovell Pension Scheme Trustee Company

BNP Paribas Investment Partners is the BNP Paribas Group’s asset management specialist and an entity of International Financial Services of BNP Paribas. BNP Paribas InvestmentPartners offers the full range of asset management services to both institutional and private investors around the world. The company adopts a client-focused approach and is structured around three business lines: Institutional, Distributors and Asia-Pacific &Emerging Markets. BNP Paribas Investment Partners counts more than 3 000 employees1 in 35 countries1, with a total of more than 600 investment professionals1; each specialised in a particular asset class or product type, and has assets under management totalling EUR 530 billion1

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.

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