Summit snapshot

Annual Investment SummitThis review summarises the answers our strategists and portfolio managers provided to the wealth of challenges faced by investors today, incorporating what was presented at the Annual Investment Summit on Wednesday 15 November 2017.

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Presentations

Andrew PeaseWall of worry or slope of hope?

By Andrew Pease

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David VickersConfessions of a portfolio manager

By David Vickers

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Fons LuteRonnie SabelAlpha lost and found: Portfolio construction in the 21st century

By Fons Lute and Ronnie Sabel

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Tom McDonald'Anti-gravity' in multi-asset portfolio

By Tom McDonald

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David RaeHome straight vs. complex terrains: Cashflow driven investing

By David Rae

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Will PearceAdam SmearsInvesting for better outcomes: Incorporating ESG

By Will Pearce and Adam Smears

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Ian BattyeVan LuuJihan DiolosaHow to make currency risk rewarding

By Ian Battye, Van Luu and Jihan Diolosa

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James MitchellAdam SmearsThe multiple faces of credit risk

By James Mitchell and Adam Smears

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