Paul Simons, Head of Portfolio Management, Pyrford International
Asia-Pacific forms a key region for the Pyrford Global Total Return strategy. In this update, Paul Simons provides a summary overview of the region, why Pyrford are positive about its prospects and some examples of opportunities in which they are investing.
After reflecting on 2017 we’ll cast our eyes towards 2018, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned and explaining why we think 2018 could be a great year for active managers.
Investor obligations do not end at the point where investment decisions are made. We use in-depth engagement dialogue to encourage investee companies to improve performance and move towards best practice in the management of ESG issues. Matthias Beer, Associate Director in BMO Global Asset Management’s Governance and Sustainable Investment Team will explain how active engagement forms part of a comprehensive responsible investment strategy and will show case studies illustrating its potential and limitations.
Property is a valid diversifier, with income driving good long-term return prospects. Marcus Phayre-Mudge will provide an update on his view of the opportunities for property REITs and bricks and mortar; he will explain how taking a blended approach of both could provide the answer to your property puzzle.