Leben nach dem Lockdown - wie geht es weiter mit der Weltwirtschaft?
Diskutieren Sie mit den High Conviction Fondsmanagern für globale und Schwellenmärkte von JO Hambro das Leben nach dem Lockdown.
Thema: Leben nach dem Lockdown – wie geht es weiter mit der Weltwirtschaft und was bedeutet das für Anleger und Investoren.
Wann: Dienstag, 2. Juni, 16:00 Uhr (MESZ)
Format: Live-Webinar
Anmelden und registrieren können Sie sich hier: https://www.brighttalk.com/webcast/14281/409337
Mehr zu den Fondsmanagern / Interviewmöglichkeiten
Die Fondsmanager von J O Hambro agieren unabhängig von einer „Hausmeinung“ über Länder, Märkte, Branchen oder einzelne Werte in ihren Anlageregionen. Daraus resultiert eine breite Vielfalt von Einschätzungen und Strategien der Anlageexperten.
Folgende Fondsmanager stehen Ihnen im Anschluss für Interviews zur Verfügung. Bei Interesse lassen wir Ihnen gerne ein konkretes Zeitfenster zukommen.
Ihre Gesprächspartner:
1. Christopher Lees, CFA: (JOHCM Global Select Fund)
“Different things work at different times and in different places - By thinking differently and adapting to changes, as scientists would, we have been able to protect our clients’ capital in a relative sense during most major crises over the last 20 years. Today, Modern Portfolio Theory not really working any more, machines/algorithms accelerating indiscriminate market sell-offs and the bleak outlook for oil and European banks all remain valid structural concerns for which we are striving to find portfolio solutions. At very difficult times like these we have a time-tested decision making process wrapped around our 4-Dimensional investment approach. This may help investors to solve near term investment-related problems.”
2. James Syme, CFA (JOHCM Global Emerging Markets Opportunities Fonds)
“Emerging markets go right or wrong at the country level. Covid-19 isn’t a systemic Emerging Markets crisis. In our view, there have been three developing crises in emerging markets: the hit to economic activity, the stress in risky and leveraged assets, and the collapse in the oil price. Of these, it is the second that looks like the biggest challenge for many emerging countries right now. We have serious problems in some emerging and many frontier markets. There isn’t any easy solution to this for these countries. Which countries have been hit this way and where to position in the current market environment?”
3. Giorgio Caputo (JOHCM Global Income Builder Fonds)
“Income and capital appreciation requires a dynamic multi-asset approach. Machine-driven financial markets have not handled the Covid-19 shock well. Liquidity has evaporated, and even higher quality assets such as investment grade debt and commercial paper have felt dislocation. The words of Sun Tzu remind us, “In the midst of chaos, there is also opportunity – but where to find it?”
Thema: Leben nach dem Lockdown – wie geht es weiter mit der Weltwirtschaft und was bedeutet das für Anleger und Investoren.
Wann: Dienstag, 2. Juni, 16:00 Uhr (MESZ)
Format: Live-Webinar
Anmelden und registrieren können Sie sich hier: https://www.brighttalk.com/webcast/14281/409337
Mehr zu den Fondsmanagern / Interviewmöglichkeiten
Die Fondsmanager von J O Hambro agieren unabhängig von einer „Hausmeinung“ über Länder, Märkte, Branchen oder einzelne Werte in ihren Anlageregionen. Daraus resultiert eine breite Vielfalt von Einschätzungen und Strategien der Anlageexperten.
Folgende Fondsmanager stehen Ihnen im Anschluss für Interviews zur Verfügung. Bei Interesse lassen wir Ihnen gerne ein konkretes Zeitfenster zukommen.
Ihre Gesprächspartner:
1. Christopher Lees, CFA: (JOHCM Global Select Fund)
“Different things work at different times and in different places - By thinking differently and adapting to changes, as scientists would, we have been able to protect our clients’ capital in a relative sense during most major crises over the last 20 years. Today, Modern Portfolio Theory not really working any more, machines/algorithms accelerating indiscriminate market sell-offs and the bleak outlook for oil and European banks all remain valid structural concerns for which we are striving to find portfolio solutions. At very difficult times like these we have a time-tested decision making process wrapped around our 4-Dimensional investment approach. This may help investors to solve near term investment-related problems.”
2. James Syme, CFA (JOHCM Global Emerging Markets Opportunities Fonds)
“Emerging markets go right or wrong at the country level. Covid-19 isn’t a systemic Emerging Markets crisis. In our view, there have been three developing crises in emerging markets: the hit to economic activity, the stress in risky and leveraged assets, and the collapse in the oil price. Of these, it is the second that looks like the biggest challenge for many emerging countries right now. We have serious problems in some emerging and many frontier markets. There isn’t any easy solution to this for these countries. Which countries have been hit this way and where to position in the current market environment?”
3. Giorgio Caputo (JOHCM Global Income Builder Fonds)
“Income and capital appreciation requires a dynamic multi-asset approach. Machine-driven financial markets have not handled the Covid-19 shock well. Liquidity has evaporated, and even higher quality assets such as investment grade debt and commercial paper have felt dislocation. The words of Sun Tzu remind us, “In the midst of chaos, there is also opportunity – but where to find it?”