PERSPECTIVES FOR US INVESTMENTS

Web Conference | Thu, February 11, 2021 | 4:00pm CET

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Overview

The USA elected its president in November 2020. What will happen now to the most important international economy? What international course is the USA taking? How is the relationship with China and other nations developing? Despite all the swansong talks the USA is still the most important economic nation in the world. The acronym FAANG – which stands for the technology giants Facebook, Amazon, Apple, Netflix and Google – represents the country’s technological dominance. But the USA also dominates in other areas, such as US banks dominate the global financial industry.

Investing in the USA also means investing internationally. Consequently, US investments still play a central role for many investors. But after the coronavirus crisis and the unprecedented fiscal measures taken by the US government, the question arises: in which strategies to invest? On the equity side, small caps and flex caps are interesting alternatives in addition to Dow Jones and S&P 500.

In our web conference, we shed light on different equity strategies.

Participation exclusively for professional investors.

All presentations will be held in English.

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Agenda

 

Thu, February 11, 2021
4:00pm CET

Start and welcome

4:05 - 4:35pm CET

US Equities 2021: Focus on Recovery

James T. Tierney, Jr., Chief Investment Officer, Alliance Bernstein

Following an extraordinary year in global markets, 2020 closed on a more positive note, with the promise of effective vaccines providing investors with hope of sustained recovery in 2021. Jim Tierney will focus on the key drivers behind an economic recovery in 2021, including the US Election outcome, effective vaccines being rolled-out and corporate profitability. With the road to recovery set to be accompanied by increased volatility, Jim will explain why investors should focus on those companies best positioned to be the winners in the “return to normal” world ahead of us.

4:35 - 5:05pm CET

Unprecedented quantitative easing and fiscal stimulus – time to invest in US value stocks?

Dr. Christian Funke, Founder, Managing Partner and Fund Manager, Source For Alpha

Expansive quantitative easing and fiscal stimulus are at the heart of US policy responses to the Covid-19 pandemic. Empirical financial research has shown that these are perfect conditions for value stocks. Christian Funke will explain in detail why investors should now consider switching to value stocks although growth stocks where the driver of the US stock-market rally of the last five years.

5:05 - 5:35pm CET

Time to Face Forward – A Return to Normalcy in a Post-COVID World

Charles Kantor, Managing Director and Senior Portfolio Manager, Neuberger Berman

Simply put, unprecedented fiscal and monetary policy coupled with confident consumer and corporate leaders will be strong medicine for the economy. However, the frenzied nature of 2020 reminds us that details matter – whether those details are related to individual companies (e.g. business models, balance sheets, management teams and valuations) or to broader risk management (e.g. factors, liquidity and market exposures).

5:35 - 5:45pm CET

Wrap up by moderator and end of event

Speakers

James T. Tierney, Jr.

James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth. Prior to joining AB in December 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies.

Christian Funke

Dr. Christian Funke is Founder and Managing Partner of Source For Alpha AG, a Frankfurt-based investment manager using systematic, rule-based investment strategies. He is Fund Manager for the equity funds, including the S4A US Long equity fund.

Charles C. Kantor

Charles C. Kantor, Managing Director and Senior Portfolio Manager for Neuberger Berman’s Long Short and Guardian strategies. He joined the firm in 2000. In addition, Charles is a regular commentator and contributor to various financial and business news media outlets.


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