For Professional Clients only - not for Retail use or distribution
Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2017 Power of 3 Autumn Roadshow. Running from 31st October - 15th November, gain insights from investment specialists on a range of relevant topics for your clients.
Each event runs for 2 hours and 15 minutes and will include an informal breakfast or lunch during the first 30 minutes of registration.
The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*.
Finding Certainty in Fixed Income in an Uncertain World
Emerging Markets: Back to the future
Multi-asset investing: good ideas are only half the story - here's the other half
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Exposure to income-generating corporate bonds remains an attractive proposition in a world of low yields and gradual rate hikes. Diverging monetary policy and company-specific risks will cause more volatility and greater dispersion among companies’ performance. This will create numerous alpha opportunities for corporate bond investors. Susan Rohe, Relationship Manger in the UK Retail business, will share our latest views and insights on the key factors driving fixed income markets. Susan will discuss how to navigate volatile markets to generate an attractive income for investors.
Susan Rohe is a Relationship Manger in the UK Retail business. Susan is responsible for delivering presentations and represent BlackRock's thought leadership across the UK and Ireland. Susan is also responsibility for a series of nominated strategic relationships with UK Retail partnerships. Interactions include but not limited to the executive team, marketing and sales within the relevant organizations.
Before joining the UK Retail team, Susan was a member of the US Retail team. Susan joined BlackRock in 2008 and has been covering the Merrill Edge business for the past 5 years. Prior to that, Susan was an IMA for Merrill Lynch covering Philadelphia, Philadelphia Main-line, South Jersey, Delaware and Washington DC.
Susan is a graduate of CUNY Hunter College and holds the CIMA® designation.
Ben, director is a member of the Sterling Bond Portfolio team within BlackRock's Global Fixed Income Group. Ben is the lead fund manager of the BlackRock Corporate Bond Fund and co-manager of the Blackrock Sterling Strategic Bond Fund.
Prior to joining BlackRock in 2010, Mr. Edwards was at Legal and General Investment Management from 2003 to 2009 where he was, most recently, a portfolio manager, responsible for both institutional and retail sterling corporate bond portfolios. He began his career as an Analyst at M&G in 2002.
Mr. Edwards earned a Business degree from the Queensland University of Technology (Aust.) in 2000 and post-graduate qualifications in Finance from the Financial Services Institute of Australia in 2002.
After a challenging few years for emerging markets (EM), investors globally are becoming more constructive on EM again, given the supportive economic backdrop and corporate earnings recovery. Emily Whiting, client portfolio manager on the Emerging Markets & Asia Pacific Equities team at J.P. Morgan Asset Management, will discuss the evolution of the asset class and why this should be a key part of your client's portfolios, before shining a light onto some of the exciting, long-term themes we see driving emerging markets in the future.
Emily Whiting is a client portfolio manager for the Emerging Markets and Asia Pacific (EMAP) Equities team, based in London. An employee since 2005, Emily previously worked in the London Request for Proposal Group, specialising in Far East and Emerging Markets equity products. Emily obtained a B.Sc in Money, Banking and Finance from the University of Birmingham.
We understand investors need to generate stable returns but face an environment of subdued growth and historically low sovereign bond yields, following years of quantitative easing which has borrowed returns from the future, especially for lower risk assets. Where opportunities do exist, they will require investors to endure additional risk, for this reason we believe a multi-asset solution harnessing diversified sources of return offers investors a flexible approach to obtaining a stable, smoother path of returns in these challenging market conditions. By casting our net as widely as possible, we can exploit opportunities in places that others may not be able to access. Our strategy is one which adapts to different market environments, through a detailed assessment of valuations and the economic cycle, as well as employing real world forward looking risk scenarios.
Joined Schroders in 2007 and is based in London.
Head of the Commodity risk premia team of the Strategic Investment Group Multi-Asset (SIGMA).
Fund manager in the Diversified Growth portfolio management team and lead fund manager of the Multi-Asset Total Return strategy.
BSc in Economics and Econometrics, University of Bristol.
Joined Schroders in June 2008 after a successful career as an officer in the Royal Air Force.
He joined the Multi-Asset Product Management team focusing on the UK in January 2015.
Fund manager in the Diversified Growth team and the lead portfolio manager for the Schroder IF Diversified Completion Fund. Member of the commodity risk premia research team.
He is responsible for identifying and analysing opportunities within alternatives and making investment recommendations for institutional Multi-Asset portfolios.
Chartered Alternative Investment Analyst (CAIA) association Charterholder.
Associate of the Securities and Investment Institute.
BSc Banking and Finance from the London School of Economics.
Joined Schroders in March 2007 and is based in London.
Johanna leads the Multi-Asset Investments division and Chairs Global Asset Allocation Committee.
Responsible for investments on behalf of Multi-Asset clients globally and is the lead fund manager of the Schroder Diversified Growth and Multi-Asset Total Return Strategies.
Prior to joining Schroders, Johanna specialised in tactical asset allocation strategies.
From 2005 she worked at Insight Investment where she managed an unconstrained global macro absolute return fund. From 1997 to 2005 she worked at Deutsche Asset Management where she was Head of Asset Allocation in the UK and fund manager of the Deutsche tactical asset allocation fund.
Degree in Philosophy, Politics & Economics from Oxford University.
Johanna is a member of the Cambridge University Investment Board.
Joined Schroders in 2003 and is based in London.
Fund manager in the Diversified Growth team, focussing on UK and North American intermediary and institutional clients. Head of Term risk premium team of the Strategic Investment Group Multi-Asset (SIGMA).
Initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. Transferred to the Multi-Asset team in 2009.
Degree in Philosophy, Politics and Economics, University of Oxford.
About BlackRock ®
BlackRock helps people around the world, as well as the world's largest institutions and governments, pursue their investing goals. We offer:
We work only for our clients, who have entrusted us with managing $5.69 trillion*, earning BlackRock the distinction of being trusted to manage more money than any other investment firm in the world.
*AUM as at 30 June 2017
At J.P. Morgan Asset Management, we have over 150 years' experience managing money on behalf of clients around the world. Our global reach, with presence in more than 40 countries, brings expertise in every major asset class, including equities, bonds, property and commodities. This allows us to offer a diverse choice of strategies to meet a wide range of investor needs. We strive to be a valuable partner to the adviser community and are committed to providing development and support to help you enhance your own proposition and maximise profitability in today's fast moving markets.
Source: J.P. Morgan Asset Management as at July 2017.
For more information visit www.jpmorgan.com.
At Schroders, asset management is our only business and our goals are completely aligned with those of our clients - the creation of long-term value to assist them in meeting their future financial requirements.
We have responsibility for £397.1 billion (€465.2 billion/US$490.7 billion)* on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of active strategies across equities, fixed income, multi-asset, alternatives and real estate.
We employ over 4100 talented people worldwide operating from 37 offices in 27 different countries across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients.
Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Source: Schroders, all data as at 30 June 2017.
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