European Investors

As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

Please join us for our mid-year events, where our panel experts will address these questions and more.

Agenda:
• The long-term economic and political ramifications of the Coronavirus Crisis - Paul Diggle, Senior Economist
• European equities: A stock pickers market - Ben Ritchie, Head of European Equities
• EMD following the Covid-19 shock - Brett Diment, Head of Global Emerging Market Debt
• The rise of China: Part 2 - Donald Amstad, COO – APAC Distribution & Head of Investment Specialists – APAC

In recognition of UN World Oceans Day 2020, we are delighted to invite you to join us for a webinar ‘Investing in innovation and blue nature’. The webinar, co-hosted by Credit Suisse, Ocean Unite, Responsible Investor and the EU Commissioner for Environment, Oceans and Fisheries will explore the initiatives supporting the ambition of protecting 30% of the Ocean by 2030. Themes discussed will include: the science behind regenerating marine biodiversity, how to reduce financial risk from degrading ocean health and build resilience to change, and the critical involvement of the financial and investor communities to achieve results.

Keynote:

Virginijus Sinkevicius - EU Commissioner for Environment, Oceans
and Fisheries

Speakers:

Marisa Drew - Chief Executive Officer, Impact Advisory and
Finance (IAF) Department, Credit Suisse

Prof. Callum Roberts - Professor of Marine Conservation,
University of York

Karen Sack - ORRAA Co-Director, President and CEO
Ocean Unite

Facilitated by: Dennis Fritsch - Researcher, Responsible Investor

As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

Please join us for our mid-year events, where our panel experts will address these questions and more.

Agenda:
• Responsible Investment and Covid-19 - Amanda Young, Global Head of Responsible Investment
• ASI Research Institute: Inequality gone viral - Stephanie Kelly, Senior Political Economist
• Economic Infrastructure: Robust performance in challenging times - Roger Pim, Senior Investment Director, Infrastructure
• Having a real impact as a landlord - Anne Breen, Global Head of Investment Process & Strategy (Real Estate)

Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will share his investment outlook and detail how he is positioning his portfolios in the current environment. Colin’s presentation will be tailored for professional fund buyers and will cover the key themes and stock ideas that are central to his thinking;
•Key themes driving performance
•Recent portfolio changes
•Outlook and positioning

For professional investors only. When you trade ETFs, your capital is at risk.

In February this year, Britain’s oldest institution The Royal Mint became the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity (ETC), leveraging it’s unique 1,100 year reputation for trust and security to provide a compelling, new opportunity for investors.

Hear from Jatin Patel, Head of Wealth Management at the The Royal Mint and Hector McNeil, Co-CEO at HANetf, where they will cover:

• The history of The Royal Mint

• The Royal Mint’s business lines

• Introducing The Royal Mint Physical Gold ETC (RMAU): gain exposure to responsibly sourced gold bars and reduce systemic risk

• Outlook for gold

• Q&A

The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics. Specific areas of discussion include:


Our Panel includes:
[Moderator] Justin Simler of Tatton Investment Management
Richard Lightbound, CEO, EMEA of Robo Global
Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
Christopher Gannatti, Head of Research, Europe for WisdomTree

Please join Cary Krosinsky, co-founder of Real Impact Tracker, and Lecturer at Yale University, in conversation with Ben Yeoh, Senior Portfolio Manager, RBC Global Equity, as they discuss Cary's new book Modern China: Financial Co-operation for Solving Sustainability Challenges. The book is an on-the-ground perspective of what’s really happening in China today; the country’s recent growing economy, its desire and need to solve environmental challenges and the new positive dynamic created by its need for foreign capital.

The COVID-19 crisis has given more visibility to already existing social issues and has brought to the forefront the importance for businesses to embed and respect human rights. During this webinar we will cover some of the social risks that have been amplified during the crisis particularly when it comes to global supply chains, including modern slavery, health and safety and layoffs and lack of income protection for workers. We will also cover, how investors are adapting their engagement practices and their expectations for companies now and during the recovery to better prepare and become more resilient to shocks in the future.

The webinar will last for 60 min, and there will be opportunity for Q&A.

Speakers include:
James Cockayne , Director, United Nations University
Peter van der Werf, Senior Engagement Specialist, Director, Team Lead Engagement, Robeco
Barbara Bijelic, Legal Expert, Responsible Business Conduct, OECD
Moderated by: Elena Espinoza, Manager, Social Issues, PRI

Please join us every week for our 'DWS ESG TALKS' webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts across the platform incorporating all asset classes and business lines.

On Wednesday 10th June, Michael will be joined by Nezhla Mehmed, an ESG Specialist in the Corporate Governance Center at DWS. Together they will explore why and how investor action on climate risk needs to be taken to the next level. Stewardship and active ownership have become central in the world of investments and being a responsible investor, once a niche area, is becoming essential and ultimately a licence to operate from a fiduciary perspective. As we are battling COVID-19, we realise just how vulnerable our global capital market is to unexpected developments and how we need to act together to address a common issue, whether a global disease or climate change.

Agenda:
_The urgency of the climate crisis and how Covid-19 might invigorate action and change investing forever
- How regulatory developments are increasingly fostering long-termism
- Stewardship creates added value not only in qualitative but also in quantitative terms, and it is becoming an important driver for asset manager selection
- Are investors doing enough: the need to focus on relevant areas in evaluating progress of companies’ climate policies

Speakers:
_ Nezhla Mehmed, LL.M., Corporate Governance Specialist, DWS
_ Michael Lewis, Head of ESG Thematic Research, DWS

Corentin Massin, gérant de portefeuille, présente la société, sa philosophie et son approche de gestion ainsi que le positionnement actuel.
La webconférence sera aussi l’opportunité de poser des questions directement en ligne à l’équipe de gestion en fin de présentation.

After the economic and market shock of recent months it is easy for investors to assume that policy stimulus and an easing of lockdowns will lead to a return to normality. In this presentation Nick Maroutsos and Jason England, co-managers of the Absolute Return Income strategy at Janus Henderson, discuss:

•The risks that are facing fixed income markets as corporate borrowers adjust to a new reality, government debt loads swell and political concerns return.
•Why it is more important than ever to identify value on the yield curve.
•How they have positioned the portfolio to capture opportunities and navigate market volatility.

En esta nueva sesión, presentaremos nuestras perspectivas, así como nuestras ideas de inversión para el entorno actual de mercado.

We have put in place bi-monthly webinars to provide regular market insights and update on our investment strategy implemented in our main funds.

DBRS Morningstar invites you to attend a webinar on the present and future of European nonperforming loans (NPLs) disposal and performance on 11 June 2020. The webinar will be hosted by Gordon Kerr, Head of European Structured Finance Research, in London. Gordon will be joined by Alessio Pignataro, Head of European NPL; Nichola James, Co-Head of Sovereign Ratings; Elisabeth Rudman, Head of European Financial Institutions group; and Christian Aufsatz, Head of European Structured Finance.

This time last year the industry was getting ready for Structured Finance’s most attended event in Europe: Information Management Network’s Global ABS conference. Given that the event has been cancelled this year, DBRS Morningstar would like you to attend our high-level webinar on the state of European NPLs with presentations from our Sovereign, Banking, and Structured Finance teams. The webinar will focus on the importance of NPLs, their disposal and performance for European debt markets before and during the coronavirus pandemic economic crisis, and the NPL outlook for the future.

The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.

Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

In this edition we focus on the Tech sector with our Technology and Consumer Global Sector Specialists, Paddy Flood, Alex Blofield and George Ullstein.

You will have the opportunity to have your questions answered by the speakers live.

Nous avons instauré des web conférences bimensuelles afin de vous présenter notre analyse de marché et la stratégie d'investissement mise en œuvre dans nos principaux Fonds.

For professional investors only. When you trade ETFs, your capital is at risk.

The medical Cannabis market is one of the fastest developing industries globally. Hear from Global Experts on North American & European trends.

Nawan Butt and Greg Taylor from Purpose Investments, Paul Gurney, BMO Capital Markets and Tejinder Virk of Khiron Life Sciences will discuss the evolution of the medical cannabis sector and will cover:

- Introduction to cannabis and CBD wellness: what is the difference between medical cannabis and pharmaceutical cannabis? Global market size and regulatory changes

- Medical cannabis market: a discussion on the medical cannabis space in Europe and the UK and a macro overview

- Khiron Life Sciences: What is Project 2021 and how does this impact the UK medical market?

- Fireside chat with Purpose Investments, BMO Capital Markets and Khiron Life Sciences

- How investors can gain exposure to medical cannabis: The Medical Cannabis and Wellness UCITS ETF explained

PRI and Vivid Economics present the latest outputs from the pioneering project the Inevitable Policy Response – focussing on the value of nature-based solutions and the opportunities for global investors.

• An inevitable policy response to climate change will increase the breadth and ambition of forest policy, with enormous growth potential for nature-based solutions.
• This large-scale climate forestry effort will involve massive increases in finance, ramped up rapidly across multiple regions.
• Forest-based carbon stocks can generate nearly US$7.7 trillion in net present value through to 2050, increasingly relying on private sector financing mechanisms delivered through novel business models.
• Investors will need to move early and support market development over the near-term in order to position themselves to take advantage of large medium and long term opportunities.

Speakers include:
Thomas Kansy, Director, Vivid Economics
Jeanett Bergan, Head of Responsible Investment, KLP Asset Management
Gemma James, Head of Environmental Issues, PRI
Moderated by: Sagarika Chatterjee, Director of Climate Change, PRI

Hemos organizado webinars quincenales para proporcionarle información periódica del mercado y actualizaciones de nuestras estrategias de inversión implementadas en nuestros principales Fondos.

Al fine di fornirvi informazioni sul mercato vi aggiorneremo tramite webinar bimensili sulla nostra strategia di investimento implementata nei principali fondi.

Wir bieten Ihnen zwei Mal im Monat Webinare an, um Sie über unseren Marktausblick und die umgesetzte Anlagestrategie in unseren Hauptfonds auf dem Laufenden zu halten.

Nos complace informarte que durante las próximas semanas, desde M&G te proponemos una serie de WEBCASTS QUINCENALES cuyo objetivo es hacer una actualización de mercados globales de renta fija y renta variable, en el marco de nuestros principales fondos de renta fija y multi-activos.

***Presentación válida como 1 hora de formación para las recertificaciones de EIA, EIP, EFA, EFP. Puedes enviar un email a maría.sola@mandg.com con tu nombre completo y número de asociado/a, para poder enviarte el correspondiente certificado****

The regulatory landscape for UK funds is beginning to shift. In its Spring 2020 Budget, the government stated that it will "undertake a review of the UK’s funds regime during 2020. This will cover direct and indirect tax, as well as relevant areas of regulation, with a view to considering the case for policy changes".

Our panel members have been actively involved in lobbying for the Professional Investor Fund or “PIF”, and many in our industry welcome this statement. There is a gap in the UK's fund offering for fund offering for professional investors in comparison to that offered by international competitors.

• Simon Burgess, Head of Alternative Investments, - Ocorian (Moderator)
• Melville Rodrigues Senior Consultant, Funds Services - Ocorian
• Nick Colley Principal - Property Funds Research
• John Forbes, Principal - John Forbes Consulting

CLIMATE TRANSITION RISK, BEFORE AND AFTER THE COVID-19 WAKE-UP CALL.

VBDO (Dutch Association of Investors for Sustainable Development) invites you to join this online expert session.

Based on our yearly benchmark research for Dutch pension funds and insurance companies with regards to responsible investment, we concluded that investors often still lack a comprehensive approach for dealing with climate risk.

However, to be aligned with the Paris agreement, companies, regulators, governments and investors should together focus their actions to deliver a climate neutral economy. With many governments struggling to formulate clear policies, they take different approaches and show different progress at different speed.

How has COVID-19 changed the outlook, what will it take to keep us at these lower emission levels and what is the risk that we will simply rush back to business as usual, and in doing so precipitate the next disruptive crisis?

And how will investors assume their responsibility, for example by adjusting their portfolios to be positioned to minimise the risks and capture the opportunities during the transition to a carbon neural economy?

This VBDO online expert session, in cooperation with DWS, offers the opportunity to find answers to these questions, enjoy a lively discussion with renowned experts in the field and more.

Program Online Expert Session June 16th, 3:00 - 4:30 PM:
• Introduction by Jacqueline Duiker, Senior Manager Sustainability & Responsible Investment, VDBO
• The Inevitable Policy Response by Don Gerritsen, Regional Head Benelux PRI and Jason Eis, Executive Director Vivid Economics
• Dark and light green low carbon benchmarks and indices by Andreas Hoepner, University College Dublin and member of the EU Technical Expert Group on Sustainable Finance
• Transition risks and opportunities by Michael Lewis, Head of ESG Thematic Research at DWS
• Q&A

We hope to welcome you.
Jacqueline Duiker, VDBO