Local. Informed. Connected.
InvestmentEurope is pleased to present the Fund Selector Summit Italy, taking place on 13th November 2013 at the Four Seasons, Milan.
Designed to give a wide-spread view across financial markets the Fund Selector Summit Italy will provide an efficient way to meet ten leading fund management groups in one concise event. This Summit will combine the familiar boardroom format which enables interactive discussion and debate followed by informative plenary sessions.
The confirmed line up includes the following groups, with further companies to be revealed in coming weeks:
- Allianz Global Investors
- ETHENEA Independent Investors S.A.
- Eurizon Capital
- Goldman Sachs Asset Management
- Henderson Global Investors
- Investec Asset Management
- Legg Mason Global Asset Management
- M&G Investments
- March Gestión de Fondos
- Renaissance Asset Managers
Topics such as the following will be covered:
- How to invest for the great rotation from bonds to equities
Investment commentators have been arguing for months that the rotation from bonds to equities is underway but there are no clear signs to date. So how should fund selectors be positioning portfolios in anticipation of this shift or will the shift fail to materialise as suggested?
- Emerging markets - equity and debt
Should emerging equities be the core or the satellite of portfolios and, should exposure be through direct emerging equity funds or through developed market equities with a high proportion of revenues from emerging economies?
- Where is the value in fixed income?
The most common-held view is that sovereign bonds hold no value for investors, so which parts of the fixed income markets do?
- Is the next bull-run in equities truly underway?
Most major equity markets have risen strongly since the autumn of 2012 against a backdrop of uncertain economies, so does this mean investors have to be cautious about heavily switching back into equities and if not which markets are appealing?