Name: Carbon Markets 101
Start: 2021-02-03T15:00:00Z
End: 2021-02-03T15:00:56.000Z
Location: BrightTALK
Rating: 0

Join us as our portfolio managers and industry experts discuss the investment landscape and delve into current issues and opportunities relevant to Canadian Institutional investors.

PH&N Institutional is the institutional business division of RBC Global Asset Management Inc. (RBC GAM Inc.) RBC Global Asset Management is the asset management division of Royal Bank of Canada (RBC) which includes RBC GAM Inc., RBC Global Asset Management (U.S.) Inc., RBC Global Asset Management (UK) Limited, RBC Global Asset Management (Asia) Limited, and BlueBay Asset Management LLP, which are separate, but affiliated subsidiaries of RBC.

Sky high inflation, rising interest rates, and a stronger dollar formed the perfect storm in 2022, catching investors in a downdraft with little room to run. Amidst a sea of net negative total returns in many asset classes, there may be a haven for investors in emerging markets. Will the reopening of the Chinese economy indicate a new regime in 2023?

Join us on February 1st as we evaluate the outlook of emerging markets in 2023 and its implications for investors in the 7th annual emerging markets webinar, featuring Laurence Bensafi, Portfolio Manager and Deputy Head of RBC Emerging Markets Equity, and Polina Kurdyavko, Senior Portfolio Manager and Head of Emerging Markets, BlueBay Fixed Income Team.

Featured Speakers
Laurence Bensafi
Deputy Head of RBC Emerging Markets Equity, Portfolio Manager
RBC Global Asset Management (UK) Limited 

Polina Kurdyavko
Head of Emerging Markets, Senior Portfolio Manager, BlueBay Fixed Income Team
BlueBay Asset Management LLP

Moderator
Jason Pasquinelli
Managing Director, Head of Consultant Relations
RBC Global Asset Management (U.S.) Inc.

Entering a new regime — Emerging markets webinar 2023

While the objective of low volatility style – achieving equity-like returns with lower levels of volatility – may be well understood, defining success for these strategies can be elusive. PH&N Institutional invites you to a webinar exploring the recent performance of low volatility equity strategies as well as suggested best practices for allocating to and monitoring these investments. 

Our speakers will discuss different approaches to benchmarking including:
• Common benefits and drawbacks
• The importance of documenting investment beliefs and performance expectations when allocating to a low volatility strategy
• Using multiple lenses to measure and evaluate effectiveness

Presented by:
Erik Jackson
Institutional Portfolio Manager

Katherine Lypkie
Institutional Portfolio Manager

Paul Martin
Vice President & Institutional Portfolio Manager

Low volatility equities: Properly defining success

We invite you to join our emerging markets experts for a webinar on the state of Emerging Markets (EM) in 2022. Investment professionals will provide insight into the ideas shaping our 2022 emerging markets outlook and address the distinct forces influencing the emerging markets landscape. 

Topics to be addressed include: 
- EM fundamentals in the aftermath of a pandemic 
- EM performance against a backdrop of tapering / rate hikes 
- China: opportunities and risks
- Increasing relevance of ESG in EM investing

Featured Speakers:
Polina Kurdyavko
Head of Emerging Markets
Senior Portfolio Manager
BlueBay Asset Management LLP

Mayur Nallamala
Head of Asian Equity
Senior Portfolio Manager
RBC Global Asset Management (Asia) Limited 

Richard Farrell
Portfolio Manager 
RBC Emerging Markets Equity
RBC Global Asset Management (UK) Limited

Moderated by: 
Alissa Howard
Institutional Portfolio Manager
RBC Global Asset Management (U.S.) Inc

Emerging Markets Outlook 2022

Session 2: Be part of the conversation as we take a closer look into the 2021 Responsible Investment survey results surrounding climate change and the institutional response to related investment policies.

Climate change: Implications for institutional investors

Session 1: Join us as we discuss the key themes revealed in the global 2021 Responsible Investment survey and their implications for institutional investors.

Responsible Investment Survey: Key themes revealed

We invite you to join our emerging market credit and equity experts for a live webinar for institutional investors on January 19 at 10am ET. Investment professionals will provide insight into the tailwinds and headwinds shaping our 2021 emerging markets outlook. Topics to be addressed include:
       
           *   Perspectives on the China recovery story; implications for EM
  
           *   Investing against a backdrop of sovereign debt restructurings

           *   Finally time for EM local markets to shine?

           *   ESG and EM - mutually exclusive or can the two co-exist?




Moderator:
Kevin Dockrell
Institutional Portfolio Manager
RBC Global Asset Management

Panelists
Polina Kurdyavko
Partner, Head of Emerging Markets Senior Portfolio Manager
BlueBay Asset Management

Laurence Bensafi, CFA
Deputy Head, Emerging Markets Equity
RBC Global Asset Management

Mihai Florian
Senior Portfolio Manager
BlueBay Asset Management

Richard Farrell
Portfolio Manager, Emerging Markets Equity
RBC Global Asset Management

Headwinds or Tailwinds- RBC 2021 Emerging Markets Outlook

2020 has shown that forecasting global events is a tough business. During the past 12 months we have witnessed a pandemic, national lockdowns, a still-disputed U.S. election, Brexit trade negotiations, and market commentators trying to ascribe various letters to market behaviour . . .was it V, W or K?
At RBC Global Asset Management we believe our responsibility is to be the best stewards of our clients’ money and to help them navigate an uncertain future. Our investment teams were able to meet those objectives over the past 12 months and we would like to share our thoughts with you on the year ahead.
Please join our Chief Economist, Eric Lascelles, RBC Global Asset Management Inc, who will be discussing the market outlook for 2021 with leaders from across our business:
•Habib Subjally, Head of RBC Global Equity, RBC Global Asset Management (UK) Limited
•Laurence Bensafi, Deputy Head of Emerging Markets Equity, RBC Global Asset Management (UK) Limited
•Dominic Wallington, Head of RBC European Equity, RBC Global Asset Management (UK) Limited
•Mayur Nallamala, Head of RBC Asian Equity, RBC Global Asset Management (Asia) Limited

RBC Global Investment Outlook 2021

RBC Global Asset Management and PH&N Institutional are set to release their fifth annual survey of institutional opinions and observations on topics related to responsible investment. 

Please join us and a panel of responsible investment experts discussing the key themes revealed in this year's global survey and their implications for investors. Panelists will also address questions from the audience during this interactive webinar.

2020 Responsible Investment Survey: Key Themes Revealed

Join our in-house expert, RBC GAM Chief Economist Eric Lascelles, with host Haley Epp, as they discuss analysis and thoughts on the pandemic’s development globally, the efforts to thwart its progress, and the macroeconomic implications for institutional investors.

Speaker Bios:

Haley Epp: Haley is a PH&N Institutional portfolio manager on the Fixed Income Specialty Team. In this role, she works closely with clients and consultants to manage a wide range of fixed income investment mandates, including Universe, Long Bonds, and Corporate Bonds. Prior to joining the institutional team in 2012, Haley spent two years with RBC GAM-Canada in the advisor channel sales group where she helped promote PH&N and RBC mutual funds among financial advisors and brokers across B.C.

Eric Lascelles: Eric is Chief Economist for RBC GAM and is responsible for maintaining the firm’s global economic forecast, and generating macroeconomic research. He is also a member of the RBC GAM Investment Strategy Committee, the group responsible for the firm’s global asset mix recommendations. Eric is a frequent media commentator and makes regular presentations both within and outside of RBC. Prior to joining RBC GAM in 2011, Eric spent a decade at anther Canadian financial institution, rising from economist to the chief economics and rates strategist on the firm's trading floor. He previously worked with the Canada’s national statistical agency.

COVID-19: What Inning Are We In?

In this second webinar, equities experts Paul Martin and Andrew Sweeney offer insights and analysis informed by their experience developing different equity-based strategies over many years to address specific institutional needs. Their presentation will touch on ESG considerations, low volatility, fossil fuel free, and emerging markets strategies, as well as opportunities in these areas for Canadian institutional investors.

Speaker Bios: 

Paul Martin: Paul is an institutional portfolio manager with in-depth knowledge of equity markets. In addition to working directly with institutional clients, he is responsible for developing institutional investment solutions that harness the expertise of all investment teams within RBC GAM. Prior to joining PH&N Institutional in 2010, he spent 13 years in institutional sales with a large bank-owned investment dealer and a predecessor firm, where he was responsible for relationships with Western Canadian institutional equity investors.

Karen Kerr: Karen is an institutional portfolio manager on the Fixed Income Specialty Team at PH&N Institutional where she is responsible for specialty portfolios including Universe, Long Bond, Corporate Credit and LDI mandates. She joined PH&N Institutional in 2005 as a Canadian equities associate analyst. Previously, Karen had been a research analyst of Canadian, U.S. and international equities at a top performing asset management firm based in eastern Canada.

Andrew Sweeney: Andrew is an institutional portfolio manager who specializes in equity and multi-asset portfolios. He is also a capability specialist on the institutional team with respect to the integration of ESG considerations. Andrew joined PH&N Institutional in 2007, having previously managed Canadian equity portfolios for a large, well-respected Canadian institutional asset manager. Since entering the investment industry in 1995, he has had analytical research responsibilities for most sectors within the Canadian equity market.

Equities Today: Seizing Opportunity Amid Adversity

The RBC Global Equity team has woven ESG considerations into its investment process for 14 years. Climate change is an unavoidable issue for everyone and, as such, carbon markets have become increasingly important to businesses and investors. Yet, these markets can be seen as an ambiguous and perplexing method of reducing carbon. 
Ben Yeoh, Senior Portfolio Manager (RBC Global Asset Management (UK) Limited) is joined by Brandon Everhardt, Head of Energy & Index Trading and Anthony D'Agostino, Director, Commodity Markets (RBC Capital Markets LLC) in this talk about the ever-changing landscape of carbon markets.

Carbon Markets 101

Carbon Market

Carbon Capture

Equities

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Carbon Markets 101

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