Emerging Market panel debate part 1: New directions - exploring EM investment
FOR PROFESSIONAL CLIENTS ONLY.
In the first of this 2 part series, managers from BNY Mellon's specialist investment boutiques explore opportunities in Emerging Markets. In this session Federico Garcia Zamora from Standish, Naomi Waistell from Newton and Colm McDonagh from Insight investment come together to discuss. Hosted by Cherry Reynard
RecordedNov 1 201728 mins
Your place is confirmed, we'll send you email reminders
John Bailer portfolio manager of the BNY Mellon US Equity Income Fund will look at the opportunities created in the US equity market due to positive fiscal policies and which companies will win and lose in this environment.
Naomi Waistell - Portfolio Manager, Newton Investment Management
The revolutionary progress in the electric vehicle market is driving a new surge in demand for advanced car batteries. In this podcast Newton portfolio manager Naomi Waistell explores this changing landscape and some likely milestones on the road ahead.
Miyuki Kashima - Portfolio Manager, BNY Mellon Japan
Could the next wave of connectivity solve Japan’s demographic headwinds? In this episode BNY Mellon Asset Management Japan’s Miyuki Kashima explores the challenge and opportunity facing the developed world’s fastest-ageing society.
Millennials now form the largest generational cohort. From housing to technology, retail to travel, their choices and spending patterns will have a profound impact on investing for decades to come, says Amherst manager Chris Kelly.
Jim Lydotes - Portfolio Manager, The Boston Company
As baby boomers look to move back into cities for retirement, resources such as water are being stretched. Jim Lydotes, portfolio manager at The Boston Company, part of BNY Mellon Asset management North America, looks at the next generation of cities and what it means for infrastructure investing.
Paul Brain - Portfolio Manager, Newton Investment Management
The gig economy is epitomised by companies such as Uber and Deliveroo, which enable piecemeal work fed to workers via an app. Are they also responsible for structurally lower wages and a lack of sustained inflation in the developed world, asks Newton’s fixed income investment leader, Paul Brain.
Despite the US withdrawl from the Paris Accord, individual US states remain committed to its climate change initatives and resulting infrastructure spend. Dan Rabasco, CIO at Standish, a part of BNY Mellon Asset Management North America Corporation, outlines some of the projects underway and how such infrastructure spending is being funded.
Aron Pataki, Portfolio Manager - Newton Investment Management
What can the meteoric rise of the cryptocurrency Bitcoin teach us about wider global markets? In this podcast, Newton portfolio manager, Aron Pataki surveys the market and considers what the rise of Bitcoin may indicate.
Paul Flood, Portfolio Manager - Newton Investment Management
With healthcare advancements targeting prolonged lifespans and potentially a healthier old age, Newton multi-asset manager Paul Flood and global healthcare analyst Emily Heaven outline why we may need to rethink the way we have traditionally invested for retirement.
The propagation of smart phones through emerging markets has boosted education, accelerated news flows and allowed industries to bypass traditional western infrastructure developments. In this podcast, Insight Investment’s head of emerging market debt Colm McDonagh outlines how the phone is changing the dynamics of developing economies.
Catherine Doyle, spécialiste de l’investissement - équipe Real Return de Newton
Catherine Doyle, spécialiste de l’investissement au sein de l'équipe Real Return de Newton, fait un point sur les marchés internationaux et passe en revue la performance du fonds ainsi que les derniers changements effectués au sein du portefeuille.
A live, CPD accredited webinar with Steve Waddington on the Insight Global Absolute Return Fund, with a specific focus on absolute return investing and how investors can access a broad opportunity set in the current economic climate.