RSMR in the City
Investment Conference

Merchant Taylors' Hall, London

Thursday 24 March 2022


12:00 - Registration & light lunch

12:45 - Welcome address by Ken Rayner, CEO of RSMR

12:55 - What’s going on? – 3 x 15 min presentations

abrdn | Ed Glossop, Emerging Markets Economist
Royal London Asset Management | Peter Rutter, Head of Equities and Head of the Global Equity Team
Columbia Threadneedle | Richard Colwell, Head of UK Equities

13:40 - Panel session 1 - Where does the inflationary environment leave fixed  income?

Will the Fed engineer a soft landing?
Where is the value in fixed income in 2022?
Which fixed income investments will not lose money in real or absolute terms?

M&G Investments | Eva Sun-Wai, Fund Manager of the M&G Global Government Bond Fund
Invesco | Stuart Edwards, Fund Manager Fixed Interest team
Artemis | Stephen Snowden, Head of Fixed Income  
Aegon Asset Management | Adrian Hull, Head of Fixed Income 

14:15 - Panel session 2 – Stick or twist time for equities?

Are active funds favoured over passives net of charges?
Does the US still offer attractive risk/return characteristics versus other regions?
How do you find stocks that will weather a rising price environment?

Baillie Gifford | Sacha Meyers, Investment Manager in the North American Equities Team
J O Hambro Capital Management Limited | Rachel Reutter, co-manages the JOHCM UK Opportunities Strategy
Schroders | Martin Skanberg, Fund Manager (European Fund) 
Goldman Sachs | Mithran Sudhir, Portfolio manager on the Fundamental Equity team

14:50 - Break

15:15 - Where are we heading? – 3 x 15 min presentations

Jupiter | Ned Naylor-Leyland, Head of Strategy, Gold & Silver
T. Rowe Price | Ritu Vohora, Investment specialist
Ninety One | Simon Brazier, manager of the Ninety One UK Alpha Fund

16:00 - Panel session 3 – TINA 'There Is No Alternative' to equities – is that true?

Can alternatives offer inflation proofing?
Should we rely on alternatives’ uncorrelated performance and is it worth paying for?
How important is income as a driver of returns in these markets?

BNY Mellon | Andy Warwick, Fund Manager Newton Real Return
BMO Global Asset Management | Guy Glover, Fund Manager for the BMO UK Property Fund     
JPMorgan | Christopher Korpan, Portfolio Manager 
Franklin Templeton | Ajay Dayal, Client Portfolio Manager at ClearBridge Investments

16:35 - Panel session 4 – What are the major challenges for portfolio builders in this environment?

Are traditional equity-bond-cash portfolios now irrelevant?
Is it time to be more defensive? – And if so, how?
How important is style bias?
How different is a pre-pandemic portfolio to a post pandemic one?

LGIM | Andrzej Pioch, Fund Manager in the Multi-Asset Funds team
Aviva Investors | Sunil Krishnan, Head of Multi-Asset Funds
Janus Henderson | Dean Cheeseman, Portfolio Manager on the UK-based Multi-Asset Team 
Fidelity | Becky Qin, Senior Analyst

17:10 - Guest speaker, Casper Berry

17:30 - Networking drinks

19:30 - Close

Registration Closed

This event is FREE for advisers and attendance qualifies for CPD.


Registration for this event is now closed, please check back soon for highlights from the event.

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