Up on our foils?
Charting a course through shifting winds
Recorded sessions
We are pleased to share our Forum Sessions with you below, highlighting the key takeaways discussed over two weeks.
WELCOME AND INTRODUCTION
Matt Arnold Director New Zealand, Russell Investments
Pete Gunning, CFA, Chief Investment Officer, Russell Investments
WHERE TO NOW? OPPORTUNITIES FOR LONG-TERM INVESTORS
After a year of lockdown and unprecedented global monetary and fiscal stimulus where do we stand now? What are the opportunities and risks that investors face?
Speakers:
Erik Ristuben, Chief Investment Strategist, Russell Investments
Moderator: Matt Arnold
ESG SESSION - ARE WE ALL GUILTY OF 'GREENWASHING'?
In this session provide all investors with essential advice on how they can think about incorporating ESG into their portfolios today, while acknowledging that we live in a world full of contradictions and uncertainty.
Speakers:
James Harwood, Senior Portfolio Manager, Russell Investments
Moderator: Mihir Tirodkar
NZ ECONOMIC OUTLOOK
Known as a forthright commentator and analyst on all things related to the economy, Bagrie presents his views on where we have been and where we are going.
Speakers:
Cameron Bagrie, Managing Director, Bagrie Economics
Moderator: Guy Fisher
DON'T WRITE OFF FIXED INCOME JUST YET
Michelle Russell-Dowe, a securitised debt specialist at Schroders, talks with Adam Smears, Russell Investments’ Head of Fixed Income Research, about the outlook for fixed interest in the coming months and years.
Speakers:
Michelle Russell-Dowe, Head of Securitised Credit, Schroders Investment management
Adam Smears, Head of Fixed Income Research, Russell Investments
Moderator: Maria Flaherty
THE PRACTIONER'S PERSPECTIVE
The Practitioner’s perspective spotlights two firms all of whom manage a portion of the Russell Investments Global Shares Funds. Highlighting how we use the insights gained by these fund managers to build more resilient, globally diversified portfolios.
Speakers:
Jon Eggins, Senior Portfolio Manager, Russell Investments
Kris Nelson, Director of Investment Research, Global Equity, Russell Investments
Gabriel Sauma, Head of Research, Emerging Markets Equity, Russell Investments
John Malloy, RWC Partners
Lewis A Sanders, Sanders Capital
Moderator: Matt Arnold
HOME COUNTRY BIAS - TIME TO DO SOMETHING ABOUT IT?
Matt Arnold joins Symon Parish, Head of Multi-Asset, Asia-Pacific, at Russell Investments, in a session that looks at the issue and answer whether now is the time for Kiwis to further globalise investments.
Speakers:
Symon Parish, Head of Multi-Asset, Asia-Pacific, Russell Investments
Moderator: Matt Arnold
MACRO PERSPECTIVES IN FIXED INCOME - FOCUS ON CREDIT
Damon Shinnick from Western Asset Management (fund manager for both the global and New Zealand fixed interest funds) joins us to discuss the outlook for the sector as the economy improves and rates start to head higher.
Speakers:
Damon Shinnick, Western Asset Management
Moderator: David Kandziora
WHAT'S A CONSERVATIVE INVESTOR TO DO? INVESTMENT STRATEGY IDEAS FOR A LOW RATE WORLD
What options are available for investors? Matt Arnold joins Kevin Turner, from the US to take a deep dive into the topic with actionable suggestions and strategy ideas for local investors.
Speakers:
Kevin Turner, Head of Investment Strategy & Solutions, US Institutional, Russell Investments
Moderator: Matt Arnold
Stories from New Zealand's financial agony aunt
In her talk, Mary discusses some of the more unusual, inspiring, sad, angry and funny letters she has received, and how she responded.
Speakers:
Mary Holm, Bestselling author, educator and award-winning columnist
Moderator: Maria Flaherty
Our speakers
The event will feature a wide range of engaging speakers from the industry as well as our Russell Investments colleagues from around the globe and on the ground in New Zealand.
Do you have questions?
Contact your Russell Investments Relationship Manager.