Investment conference
Investment Energy transition investment Investment strategy Responsible investment and stewardship Demographics Economy As investors reposition for a changing world, where will the greatest risks and opportunities emerge?Jump to:
Fragmentation to formation: Reshaping the investment world
Markets are adapting to a world of geopolitical fragmentation, shifting economic relationships and accelerating innovation. As investors reposition for what comes next, we ask where the risks and opportunities will emerge?
Agenda
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Light refreshments will be provided
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- Welcome from the chair Zuhair Mohammed LCP
- A world in transition: geopolitics, trade and capital flows | Monica Defend Amundi
This session will explore how geopolitical change, evolving trade relationships and global capital flows are reshaping the investment landscape. - Britain’s fiscal high wire act | Andrew Linz LCP
The UK’s fiscal position and the sustainability of public debt remain central to the political and economic debate. How does the UK compare with its peers, and what options are available to improve the outlook? The session will explore how changes in the buyer base for UK gilts could affect borrowing costs, the resilience of government finances and the risks and opportunities for investors. - Investing in the UK: why, where and how? | William Simpson LCP
There is growing discussion and increasing pressure on asset owners to invest more in UK productive finance. But what is driving this agenda, where might the most compelling opportunities lie, and how should investors assess them? This session will examine why we have reached this point, the potential investment opportunities across public and private markets, and the key questions investors should consider when deciding whether and how to allocate.
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- Session to be announced
- Commodities, supply chains and portfolio risk | Laetitia Anstee-Parry LCP, Thomas Holl BlackRock, Harry Colvin Longview Economics
Commodities are often viewed as a specialist or tactical allocation. But changes in the physical system behind energy, metals and food can affect inflation, interest rates, corporate costs and the performance of the assets investors already own. This expert panel brings together perspectives from macroeconomics, investment management and commodity markets to explore how changing commodity flows, geopolitical pressures and supply-chain resilience could reshape portfolio risks and opportunities. - Session to be announced
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- The investment edge: judgement, behaviour and better decisions | Michael J. Mauboussin Morgan Stanley Investment Management
Investors must make decisions under uncertainty, often with incomplete information and powerful behavioural biases at play. This session will examine investor behaviour, decision-making and the lessons markets continue to teach us. - Session to be announced
- The investment edge: judgement, behaviour and better decisions | Michael J. Mauboussin Morgan Stanley Investment Management
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We do hope you can join us for an evening reception until 8:30pm.
Monica Defend
Head of the Amundi Investment Institute and a member of Amundi’s Executive Committee.
Monica has led research strategy functions since 2001 and has more than 25 years of investment experience. Her team provides geopolitical expertise, quantitative research, macro and market strategy, and asset allocation advice. In 2017, She became Deputy Head of Group Research and joined Amundi’s Global Investment Committee, helping define the firm’s investment strategy.
Michael Malboussin
Head of Consilient Research, Managing Director
Michael joined Morgan Stanley in 2020 and has 40 years of investment experience. Prior to joining the firm, he was director of research at BlueMountain Capital Management, head of global financial strategies at Credit Suisse, and chief investment strategist at Legg Mason Capital Management. Additionally, Michael is an adjunct professor of finance at Columbia Business School and chairman emeritus of the board of trustees at the Santa Fe Institute.
Zuhair Mohammed
Chair and Head of Investment at LCP
Zuhair leads LCP’s team of more than 150 investment specialists and has over 30 years’ experience advising pension schemes, insurers, charities and endowments. He specialises in building robust investment strategies, taking into account a wide range of economic, demographic and market factors. A member of The 300 Club, Zuhair is known for bringing fresh perspectives to complex investment challenges
Andy Linz
Investment Principal, LCP
Andy advises pension scheme trustees and sponsors on investment strategy, helping them achieve long-term objectives and understand the impact of investment decisions. He works with schemes ranging from £50m to £50bn and is the day-to-day contact for many of his clients. Andy also contributes to LCP’s macroeconomic research and market commentary, helping clients understand market developments and their implications for investment strategy.
Will Simpson
Senior Investment Consultant, LCP
Will leads private equity and alternatives research while contributing across a range of asset classes. He advises insurers and pension funds on investment strategy and helps shape LCP’s thinking on portfolio management, asset allocation and market opportunities.
Laetitia Anstee-Parry
Principal, LCP
Laetitia joined LCP in 2020 and advises defined benefit pension scheme clients on all aspects of their investment portfolios, helping to design, implement and monitor long-term investment strategies. Alongside her client work, Laetitia is one of LCP’s Sector Champions for the banking sector. Before joining LCP, she spent 15 years working in investment banking, giving her a deep understanding of the sector and its challenges.
Harry Colvin
Harry is Head of Global Asset Allocation at Longview Economics, leading multi-asset research with a focus on macro and liquidity regimes. He developed the firm’s strategic asset allocation framework, contributes to hedge fund alpha capture strategies, and is a regular commentator on CNBC and Bloomberg TV. Harry holds an Economics degree from the University of Exeter and is a CFA Charterholder.
Thomas Holl
Managing Director and Portfolio Manager
Thomas is a member of the Thematics & Sectors team within BlackRock’s Fundamental Equities division. Mr. Holl co-manages the team's gold and natural resources portfolios. Mr. Holl moved to his current role in 2008. His service with the firm dates back to 2006, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Mr. Holl earned a MA degree, with honors, in Land Economy from Cambridge University in 2006
