Welcome to Investment Week Conjecture the web conference club for the UK's leading Discretionary Asset Managers. We hold regular online live meetings featuring high profile speakers from leading fund management groups that you can attend by Telephone and from your own PC. For more details visit [ About ]
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Next on Investment Week (11 February 2010 - 11:00 am)
The last 20 years have been notoriously difficult for Japanese equities. Despite these difficulties there have always been opportunities to make positive returns for the shrewd investor. Investment in certain Japanese sectors is also seen as a way of indirectly accessing China's recent growth. With a new government now in place and fiscal policies designed to revive the economy currently being imp... [read more]
Emerging economies have undergone a stronger recovery than developed markets in recent months, a trend that is expected to continue into 2010. With China driving much of the growth in Asia, Russia still dependent on commodities and Brazil leading the charge in Latin America, which markets can still offer good value and returns and which markets are laden with risk?
Caroline Allen (Host)
- Investment Editor, Financial Services Divsion, Incisive Media
Daniel Tubbs
- Co-manager, BlackRock Emerging Markets Fund, BlackRock
Julian Thompson
- Head of Global Emerging Markets, Threadneedle
Roberto Demartini
- Associate Director, Fund Research and Sector Specialist for Emerging Markets, Standard & Poor's
Corporate bonds were the must have investment of 2009 leading the IMA sales charts for much of the year. However many believe the bond market has reached saturation and value is increasingly difficult to find. With last year’s resurgence of global equity markets, will 2010 be a year of redemptions for Corporate Bonds or are they still a must have?
Alex Beveridge (Host)
- Editor-in-chief, Investment Week, Incisive Media
John Hampton
- Principal Fund Manager, LV= Asset Management
Rebecca Seabrook
- Fund Manager - F&C Strategic Bond Fund and F&C Ethical Bond Fund, F&C Investments
Kate Hollis
- Fund Research and Head of Fixed Income, Standard & Poor's
Lawrence Gosling talks to Daniel Mahony PhD and Gareth Powell from the Polar Capital Healthcare Fund. They explain their investment strategy, the upcoming healthcare reforms in the US and prospects for the sector
James Salter manager of the Polar Capital Japan Fund talks to Lawrence Gosling about the his investment strategy and how he sees the Japan market evolving.