Stefania Paolo, Head of Sales BNY Mellon IM Italy e Catherine Doyle, Investment Specialist BNY Mellon Global Real Return
Catherine Doyle, Investment Specialist del fondo multi-asset globale BNY Mellon Global Real Return, offre un aggiornamento dettagliato sull'andamento del fondo, sul posizionamento di portafoglio e sull'outlook di mercato del team di gestione.
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For Professional Clients and, in Switzerland, for Qualified Investors only. This is a financial promotion and is not investment advice. Any views and opinions are those of the investment manager, unless otherwise noted. For further information visit the BNY Mellon Investment Management website. INV01506
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA or the BNY Mellon funds
Paul Flood will discuss the diversification benefits offered by alternative assets, including renewables and infrastructure, and consider their performance over the course of 2018. He will also look ahead to prospects and opportunities for capital markets in 2019, as well as the underlying characteristics which make alternative assets appealing.
George Dent and Tom Miedema from Walter Scott provide a brief refresher on the firm’s approach and discuss the results of a deep dive into Industry 4.0, bespoke research conducted to gain a better understanding of the threats and opportunities posed by these emerging technologies.
Rob Marshall-Lee and Sophia Whitbread, Newton Global Emerging Markets Team
This year has brought an increase in volatility to EM, and questions over market resilience in the face of a stronger US dollar, skirmishes in trade negotiations, as well as a number of political changes. This discussion will consider how the asset class as a whole appears stronger relative to other periods of rising interest rates, but investing actively is key.