Name: USHY / 2H 2021
Start: 2021-09-17T14:00:00Z
End: 2021-09-17T14:00:23.000Z
Location: BrightTALK
Rating: 0

Over the course of 2021, the MSCI Growth Index has had a 30% reversal versus the MSCI Value Index. But with half of those gains occurring within around a month, few are likely to have benefited. And today, the valuation of Growth relative to Value has never been higher. As inflation remains persistently high in the face of skyrocketing Covid-19 infection rates and new lockdowns, the performances of these two factors is highly uncertain. 

Nomura is delighted to invite you join our webinar where our Global Equity team will address the following:

• What worked over 2021 and what needs to happen for today’s winners to work in 2022? Is history any guide?
• Rather than trying to time when the next reversal between Value and Growth will occur, is there a third way?
• When is the best time to add to Quality exposure?

Global Equities: Value or Growth? Or is there a third way?

Dickie will discuss his current views on the market, and both the positioning and outlook for the Global Dynamic Bond Fund.

Nomura Global Dynamic Bond Fund Outlook and Update Webinar

Join Lead Portfolio Manager of the Nomura Global Sustainable Equity Fund Alex Rowe and Head of UK Wholesale Jon Nash for an update on our flagship sustainable equity strategy. Jon and Alex will be talking about the recently released 2020 Impact Report for the strategy and why impact awareness and the role that asset managers have to play in supporting better outcomes has become so important for sustainable equity strategies. They will also provide an update on the strategy’s performance and positioning and why they believe the fund is a unique proposition for investors seeking to have a more positive impact with their capital within public equities.

Nomura Global Sustainable Equity Fund Update

Equities have had a strong run over the past 12 months, but if you still want to put money to work in shares then which markets are the most attractive? In this virtual debate, we bring together experts from three key regions, all of which have been labelled as undervalued compared to their peers. But which currently offers the best upside potential?  

Ben Conway, Head of Fund Management at Hawksmoor will lead the debate and will be joined by Richard Buxton, Head of Strategy, UK Alpha, Jupiter, Vipul Mehta, Head of Investment Asia Pacific ex Japan, Nomura and Lightman's Fund Manager, Rob Burnett.  They will answering the questions asked by Octo Members including: 

Which really is the most undervalued market, and why? 
Isn’t the UK just ‘old economy’ stocks? Where’s the innovation? 
What are the unique characteristics that Europe offers that separates it from other major markets/regions? 
How have Asian markets matured in recent years? Where are the pockets of value? 
How is the value vs growth argument playing out in these regions? 

The panel will also be answering your questions live throughout the debate so don’t miss out!

HOT TOPIC The great value debate - Europe vs UK vs Asia

Nomura Global Multi Theme Strategy - A unique thematic approach to identify growth stocks by a diverse Asia-based investment team.

Join Nomura Asset Management’s Takahiro Nakayama, the Head of Investment for Global Equity and the lead manager of the Global Multi Theme strategy, and Rika Naito, Theme Specialist, for a discussion covering:
- Thematic approach to Global Equity investing
- Multi-Theme investment philosophy, process and portfolio construction
- Roles of Theme Specialists

Global Equity: Nomura Global Multi Theme Strategy Presentation

Emerging markets are expected to continue their recovery in 2021, fuelled by policy support, vaccine breakthroughs, and a reduction in geopolitical risks. 
Join Nathan Chaudoin, Senior Client Product Manager, for an in-depth discussion around the opportunities in Emerging Markets as they discuss their constructive view on the asset class as the economic recovery broadens across EM countries and sectors.

Emerging Markets: What the US Election, the USD & a Vaccine Could Mean in 2021

Nomura Asset Management are delighted to invite you to our webinar with our strategic partner, American Century Investments (ACI), where we'll be discussing the ACI Emerging Markets Debt Total Return Strategy with Senior Investment Director, Richard Adams.

American Century Emerging Markets Debt Total Return Fund

Richard Adams, Senior Investment Director for American Century Investments, discusses the ACI Emerging Markets Debt Total Return Strategy with Ben Sackitey, Business Development Director (UK Wealth) for Nomura Asset Management.

An Introduction to American Century Emerging Markets Debt Total Return Strategy

Wataru Ogihara, Equity CIO of Nomura Asset Management, explains why Japan offers some unique and compelling investment opportunities, and why this market could be overdue for a re-evaluation in 2021. He highlights the “great rotation” between value and growth stocks, Japan’s appeal to small-cap and ESG focussed investors, the lasting impact of structural reforms, and the implications of China’s rapid recovery.

CIO Japan Outlook 2021 - Nomura Asset Management

Fund update with Tom Wildgoose, Head of Equity Investments at NAM UK, and Co-manager of the Global High Conviction Fund. Part of our Q1 2021 Webinar Series where you can hear from a range of our top performing Fund Managers

Nomura Global High Conviction Equity Fund Update

Fund update with Vipin Kapoor, Senior Portfolio Manager for the Nomura Asia ex Japan High Conviction Fund. Part of our Q1 2021 Webinar Series where you can hear from a range of our top performing Fund Managers

Nomura Asia ex Japan High Conviction Fund Update

Fund update with Dickie Hodges, Head of Unconstrained Fixed Income at Nomura Asset Management. Part of our Q1 2021 Webinar Series where you can hear from a range of our top performing Fund Managers

Nomura Global Dynamic Bond Fund Update with Dickie Hodges

Fund update with Andrew McCagg, Client Portfolio Manager for Japanese Equities. Part of our Q1 2021 Webinar Series where you can hear from a range of our top performing Fund Managers

Nomura Japan High Conviction Fund Update

Join Michael Dugan, CFA, Executive Director and Client Portfolio Manager for Nomura Corporate Research and Asset Management Inc., for a discussion covering:
- Sector expectations/outlook given the outcome of the US election
- Covid-19 vaccine updates and their impact on economic recovery
- Where we are seeing high yield opportunities for 2021

High Yield: Opportunities in a Post-Election & High Efficacy Vaccine Environment

An introduction to the Nomura Global Sustainable Equity Fund: Hear Global Sustainable Equity Lead Portfolio Manager Alex Rowe and Business Development Director Thomas Mauseth discuss:

-	The importance of impact awareness for a sustainable strategy
-	How the team Identify stocks that offer the potential for both societal benefit and financial return
-	Ensuring the accountability of both investee companies and ourselves through transparent reporting
-	How engagement for impact can drive better outcomes and the growing importance of collaboration

Establishing Credibility & Accountability in a Global Sustainable Equity Fund

Michael J. Dugan, CFA: Executive Director and Client Portfolio Manager, at Nomura Corporate Research and Asset Management Inc. will provide an update on our High Yield Total Return Strategy including the teams' views and positioning ahead of the upcoming US presidential election and outlook for the rest of the year ahead.

NCRAM - US High Yield Update

Michael J Dugan, Client Portfolio Manager at NCRAM, discusses Nomura's Global High Yield Bond Fund.

Meet the Manager - Michael Dugan on Nomura's Global High Yield Bond Fund

Tom Wildgoose presents on Nomura's Global High Conviction Fund.

Meet the Manager - Tom Wildgoose on Nomura's Global High Conviction Fund

USHY / 2H 2021

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USHY / 2H 2021

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