The simple aim behind Portfolio Adviser Autumn Congress, held at South Lodge Hotel in West Sussex, was to encourage a conversation between fund managers and fund buyers, to stimulate discussion between the two groups on the investment themes of the day.
Nigel Green’s forthright keynote speech, filmed in the afternoon at the International Adviser Fund Links Forum, had a number of controversial moments.
Andrew Lake, head of high yield at Mirabaud Asset Management, tells Gary Shepherd why he believes the current volatility in the asset class is nothing more than a “healthy correction”, and singles out the areas where he is finding value in the US.
One of the benefits of being a European equity manager right now is being able to dispel some of the myths that investors feel have stuck to – and negatively affected – European investment opportunities since 2007/08.
Two years ago, for many investors there was a straight equity shoot-out between investing in either the US or Europe.
As Amundi’s global fixed income and currency specialist, Adrian Bender is clear to point out that in the strategies he follows he is absolutely clear on the distinction between the value of the currency and the underlying asset.
Richard Bullas describes the “frenzy” of activity, particularly around internet-based companies, in Q1 and says why he waited until May before taking his first slice of the IPO cake until May – trust me, this is an awful pun but you will have to listen to find out why.
Richard Bullas discusses his views on how smaller companies valuations fare when compared to the broader UK market as well as, despite being a bottom-up stock-picker, how he sees the medium-term outlook for GDP, inflation, unemployment and interest rates impacting on where he may invest.
“To beat the index you have to be different from it” is the start point for the way Gary Robinson actively runs Baillie Gifford American.
As a valuation-driven, fundamental, bottom-up stock-picker, Robinson has a clear style with his specific investment ideas varying dependant on where he feels we are in the cycle.
James Rubin, the former assistant secretary state for public affairs under President Clinton, talks Gary Shepherd through the “intense and engaged role” the US has in world affairs, having previously had its self-confidence hit by the “disaster” of the war on terror in Iraq.
PA Congress UK 2014 succeeded in its one very simple aim of bringing together some of the most influential fund buyers in the UK with fund managers based here and overseas.
