Insights for professional investors
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Insights for professional investors
The selection of suitable stocks and bonds is a core function of asset management. This is the opposite of the trend towards passivising investments. Great active portfolio managers have clear views and translate them into concentrated portfolios. The successes often prove them right. We look at two high conviction strategies from Montrusco Bolton Investments and Mirae Asset Global Investments.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
Why is a high conviction approach for global equities superior in the current market phase? In his presentation, Claude-André Duquette will explain how the team mitigates relative impacts from the market while minimizing unintended cluster risk. And how a repeatable and consistent investment process, focusing on stock selection, promotes consistency and sustainability of Alpha in different market conditions.
Aftershocks of the pandemic and China’s property slowdown have weigh heavily on consumer and business sentiment, but the worst is likely now behind us. In this presentation, Daniel Zhou, will provide an overview of the new policy cycle underway in China and highlight potential opportunities for growth, despite a slowing global economy.
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