Insights for professional investors
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Insights for professional investors
Financial markets in the US have seen volatility for most of 2022, and fears of a recession are lingering for 2023. What can investors now expect for US equities? Two international investment experts will share their insights about the US market.
Exclusively for institutional and professional investors from Germany, Austria and Switzerland.
All presentations will be held in English.
Thu, 2. March 2023
Start of event
Mary Jane McQuillen will discuss their investment strategy view on the state of the U.S. economy and overall macro outlook. She will also describe her team’s investment approach for which sector-specific sustainability factors are imperative in fundamental analysis and stock selection for long-term performance. Topical areas which will be covered include climate, biodiversity, human rights & labor, diversity and good governance practices.
The regime that existed for the last 5-7 years has fundamentally changed and will not return for some time. Polar Capital believes that this different investing environment brings opportunities, especially for value conscious investors who can select stocks from across the market-cap spectrum.
Wrap up by moderator and end of event
Mary Jane McQuillen is the Head of ESG at ClearBridge Investments and a Portfolio Manager on the ClearBridge Sustainability Leaders Strategy. She has 27 years of investment industry experience and is a member of the ClearBridge Investments Proxy Committee. Mary Jane is a member of the UN Principles for Responsible Investment (UN PRI) Listed Equities Steering Committee and the ESG Integration Sub-Committee.
Richard Wilson started his career in 1999 at Mercury Asset Management, before working at Threadneedle for nine years managing institutional mandates on the North American equities team. He left to set up Polar Capital's North American team in 2011.
Thomas Schalow is the CEO of Capitalmarkets.net. He has over 25 years of experience in investment management, including various management roles at international investment firms. He publishes on financial topics and regularly moderates investment events.
