INVESTING IN MEGATRENDS
Web Conference | Thu, December 3, 2020 | 9:30am CET
In an environment of high uncertainty in the capital markets, a long-term perspective makes a lot of sense. Which megatrends have the potential to change the world in the coming decades? Which technologies will lead to revolutionary advances in our society? Which megatrend investments will achieve outstanding growth and returns?
We will discuss megatrends that will dominate the capital markets in the future with international investment experts. Technologies such as artificial intelligence and robotics, energy efficiency, electromobility, biomedicine, IT and communication technologies. What strategies can investors use to profit from these megatrends? We present some of the most interesting investment strategies.
Participation exclusively for professional investors.
All presentations will be held in English.
Start and welcome
Mark Hargraves, Global Head of Framlington Equities, AXA Investment Managers
Many companies are growing ever more global and multi-sector as they evolve to take advantage of the mega trends shaping the future. As the world advances, equity investors need to adapt too. The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications. Investing in quality, growth companies that are exposed to long-term secular trends offers the potential to outperform broader equity markets.
Yan Taw (YT) Boon, Managing Director, Neuberger Berman
5G is the fifth generation wireless technology for digital cellular networks. It is the combination of a number of new technologies which will create a telecommunications network that can work 100 times faster and connect 100 times more devices than the current 4G standard. 5G will enable new wave of innovations, including Internet of Things, Robotics, Artificial Intelligence and Autonomous Vehicles.
Ton Wijsman, Senior Investment Strategist – Equities, AllianceBernstein
The United Nations Sustainable Development Goals (SDG) provide a robust and comprehensive definition of sustainability and represent an ambitious vision of what the world could look like by 2030. The goals address areas of critical importance to humanity, such as food, climate, access to education and health care. AB Sustainable Equity Portfolios invest in quality companies that contribute to the achievement of these goals.
Wrap up by moderator and end of event
Since joining AXA IM as a portfolio manager in 2000, Mark Hargraves has been responsible for managing global equity strategies and has been involved in a number of Continental European strategies. Mark began his fund management career with Hambros Fund Management in 1995 and gained a wide range of fund management experience with European, EAFE and global portfolios.
YT Boon joined Neuberger Berman in 2013. Based out of Hong Kong, he is Director of Research (Asia) and a portfolio manager for the firm’s research thematic portfolios, including the Autonomous Vehicles thematic portfolio, Next Generation Connectivity portfolio, and the Next Generation Mobility portfolio.
Ton Wijsman is a Senior Investment Strategist for AB’s equity services, focused on concentrated portfolios, US equity strategies and sustainable investments. Prior to joining AB in December 2013, he was managing director of W.P. Stewart Asset Management (Europe), which he joined in February 1997. He holds an MSc in pharmacy from the University of Utrecht.
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