Q3 2018 Outlook for Investing in the US

In a year that has seen the $5tr Global ETF industry go from strength to strength, hear the opinion from thought leaders and industry insiders as to what drove that success.

You'll learn which new investment themes were launched in 2018, which ETFs gathered the most assets and returns and where the ETF market is heading in 2019.

With so many products to choose from hear the views of our panel as to what the industry trends will be in the year ahead.

Via our panel of investment professionals you will learn about the different ways that these diversified investment funds can be deployed in both bullish and bearish markets.


Allan Lane - Moderator (Co-Founder of Algo-Chain)
James McManus - Head of ETF Research - Nutmeg
Hector McNeil - Co CEO - HANetf
Irene Bauer - CIO Twenty20 Investments
John Swolfs - CEO Inside ETFs

In 2018, many equity markets suffered setbacks which can be at least partially trace back to the US – China Trade War and how would this generational topic affect us in 2019? And how should one position the portfolio accordingly?

Join us for our upcoming BrightTalk Investment Outlook 2019 webinar, in which we will examine:

• What Remains of the US – China Trade War?
• How did the Trade War Affect China’s Economy Thus Far?
• Implication of Further Inclusion of A-shares by MSCI
• China-focused ETF Landscape in Europe

Presented by;
Simon Lee, Head of Institution Business - Internationals & HK, CSOP Asset Management Limited

Simon is currently the Head of Institutional Business at CSOP Asset Management and his team covers investors in both Europe & Hong Kong.

Prior to CSOP, Simon spent 7 years at Bloomberg as an ETF/Mutual Fund Market Specialist & Senior RM covering offshore Chinese financial institutions.

Earlier in his career, Simon worked for Credit Suisse, Mayfair Pacific Financial Group, and Fubon Bank in Hong Kong. Simon started his career at SAFE HK as an Analyst and was subsequently promoted to Portfolio Manager responsible for managing part of China’s Foreign Reserves.

Simon earned his BA Degree from UCLA.

This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as:

* The underlying strength of the US economy and the timing, and potential causes, of recession

* Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity

* Whether the downtrend in labour’s share of income is likely to reverse

* The outlook for the US dollar and the emerging markets

The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more.

Justin Simler, Industry Expert
Lars Kreckel, Global Equity Strategist, Legal and General Investment Management
Chris Watling, CEO & Chief Market Strategist, Longview Economics
Lothar Mentel, Chief Investment Officer, Tatton Investment Management

A lot can happen in a month, particularly if you were working in the investment management industry recently.

In this ETF Summit Webinar, we hear the opinion from thought leaders and industry insiders the increasing amount of investor money flooding into Fixed Income ETFs, and how the ETF Industry has been coping with the big news events that show no sign of abating - China, Brexit, and Trump.

You'll learn about:

- The selection criteria to consider when selecting Bond ETFs and other Fixed Income ETFs.

- Which ETFs have gathered the most assets since the start of the 2019

- Whether there is a consensus of opinion as to which categories of ETFs offer the best opportunities in the months ahead.

Moderator - Allan Lane, Founder, Algo-Chain
Beverly Chandler, Managing Editor, ETF Express
Irene Bauer - Chief Investment Officer, Twenty20 investments
James McManus - Head of ETF Research - Nutmeg

Boutique Investment Management firm Charteris bring forward one of their experienced financial professionals to discuss current topics affecting markets from a global macro perspective. We will look at the themes, issues and outline predictions in the commodity space for the coming year.

Presented by
Terry Farrow, ACIB, APFS, CFP, Chartered MCSI, Chartered Financial Planner, European Financial Planner (EFP)

AEW Research provides an update on it's 2019 European commercial real estate market outlook based on recent changes in bond market pricing. We present our new lower for longer scenario analysis across 90 different market segments, using our risk-adjusted return framework

Presented by
Hans Vrensen CFA, CRE, MANAGING DIRECTOR, AEW
Dennis Schoenmaker Ph.D., ASSOCIATE, AEW

In this live webinar, Johan Utterman, Co-Manager of the LO Funds–Golden Age, will explain how the fast-growing and increasingly wealthy ‘silver’ generation presents sustainable investment opportunities.

As Brexit approaches, some banks are relocating, currencies are fluctuating, and markets are moving as well - are there any possible scenarios are not priced into the market?

This webinar will cover:
The current state of negotiations.
Who will win and who will lose if brexit happens - and if it doesn't.
How Investment Managers are doing scenario planning.

Panellists
Jon 'JB' Beckett, Senior Manager - Fund Manager Assessment, Scottish Widows
James Alexander, UK Wealth and Asset Management, Accenture

Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.

What are good strategies to take advantage of this situation?

This panel will join leading emerging market participants to discuss:

- Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
- How to think about where opportunities lie in chaos.
- which securities are seeing the most flows and why?
- Which industries will be most affected by trade wars, a strong US dollar, and elections around the world

Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.

In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.

Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.

This webinar will cover:
- What will be the impacts of a strong US dollar on markets?
- How will trade agreements, and disagreements, will shape markets in the next 6 months?
- What industries will see the most and least activity from investors?
- Which emerging markets funds are seeing inflows and outflows, and why?

A few years ago "ESG” was just a page at the back of a presentation. Today it has achieved greater prominence with new initiatives such as impact investing and the United Nation’s Sustainable Development Goals. However, questions still remain about what ESG integration really means and whether the increasing use of frameworks and questionnaires is distracting from engagement.

This expert panel will look at what ESG integration means and at the practical implementation of ESG considerations within portfolios. They will discuss whether ESG can be implemented, at best, without negatively impacting returns or whether there is recent evidence that it can actually benefit both risk and return.

While impact investing dominates the headlines, most of the assets that firms manage on behalf of their clients integrate an assessment of ESG factors into their process but do not tilt towards sustainable investments. The panel will discuss this issue and the likely future trends in ESG investment including how ESG fits in with the Mega trends defined by the PRI or WEF.

Panellists

Justin Simler, Independent Industry Expert
Richard Lightbound, Managing Partner & CEO - EMEA, ROBO Global
Adrie Heinsbroek, Head of Responsible Investing, NN Investment Partners
Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management (LGIM)