Luke Richdale, Stephen Macklow-Smith, Mark Ferguson, Howard Wang
Assessing the opportunities and risks
Our speakers will look at how long-term measures of value have improved and, most importantly for active investors, how the spread of valuations within countries and sectors has never been greater. In this environment, the need to differentiate through in-depth research, and the potential rewards of doing so, are heightened as structural trends already in place – from adoption of online alternatives to digital transformation – accelerate.
We will also take the opportunity to look at the experience of China, which offers some unique insights into how other countries around the world may start to resuscitate their economies. As the world recovers, we believe strong corporates get stronger, while the focus of stakeholders, from consumers to regulators, on corporate behaviour will intensify.
Don’t miss the chance to join our panel of senior equity investors, each with over 20 years’ industry experience, as they describe what they are seeing on the ground through our network of over 80 sector analysts covering 2,500 stocks globally.
Stephen Macklow-Smith, Senior Portfolio Manager, International Equity Group
Mark Ferguson, Global Head of Research, Equities
Howard Wang, Head of Greater China, Emerging Markets and Asia Pacific team
Luke Richdale, Investment Specialist
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