For Professional Clients Only - Not open to members of the media

Power of 3 Virtual Event

14 MAY 2025 | 10.00AM

Welcome

We would be delighted if you would join BlackRock, J.P. Morgan Asset Management and Schroders for the next Power of 3 virtual event, taking place on Wednesday 14 May from 10.00am. You will have the opportunity to hear insights from leading portfolio managers and investment specialists on a range of relevant topics for your clients.

This event is CPD accredited.

Agenda

10.00am Introduction
10.05am BlackRock presentation
10.30am Schroders presentation
10.55am J.P. Morgan Asset Management presentation
11.20am Joint Q&A
11.30am Event Close

Speakers

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Unlocking European Equities Potential - Navigating Opportunities in 2025

European equities have seen considerable attention this year. The region presents an opportunity for equity investors based on three key factors:

  • Diversification out of the US with signs of an improving European backdrop
  • Significant fiscal policy shift driving major investments in Europe
  • Potential reduction in geopolitical risk given possible resolution of Russia/ Ukraine

We believe the opportunity in European equities is long lasting.

The emphasis will be on the substantial fiscal policy measures, particularly in sectors like infrastructure and defence, whilst domestic European assets are experiencing a revival, and favourable conditions for the European Central Bank (ECB) to cut interest rates in 2025 persist.

Nonetheless, European assets continue to account for higher geopolitical risk and uncertainty driven by US tariff risks.

Stuart will discuss how to uncover opportunities in Europe for equity investors, identifying undervalued companies that offer reliable, sustainable dividends, potential dividend growth, and a lower level of risk.


Stuart Brown, CFA

Director and Portfolio Manager, BlackRock

Stuart Brown, CFA, Director and Portfolio Manager, is a member of the European Equity team within BlackRock’s Fundamental Equity Group. He is co-Manager for the European Income portfolios.

Prior to joining BlackRock in 2024, Stuart was with Abrdn, where he ran Continental European Income portfolios. He started his career in 2013.

Stuart earned a degree in Land Economy and Management Studies from the University of Cambridge in 2013.

From Big Ben to Big Gains: The Case for UK Equities

The UK equity market presents a compelling investment opportunity, characterized by a once in a generation valuation opportunity, diversifying sector exposure, robust corporate activity, and relative macro and political stability. The UK market's potential for growth, material cash returns through dividends and share buybacks and re-rating underpins an attractive potential total return. This comes at a time of heightened geopolitical and macro volatility. The case for the UK being a core allocation has rarely looked more compelling.

Learning objectives:

  • Describe what UK equities offer investors in the current climate.
  • Understand why we believe that active management should be a focus for investors at the current time.
  • Explain how to navigate the asset class without taking uncompensated risk.

Callum Abbot

Executive Director, Portfolio Manager

Callum Abbot, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the Core investment team. An employee since 2012, Callum joined the firm as a graduate trainee. Callum obtained a BA (Hons) in Geography and Management at the University of Cambridge and is a CFA charterholder.

Rob Maltby

Executive Director, Head of Regions for UK Funds

Rob Maltby, Executive Director, is a Head of Regions for UK Funds at J.P. Morgan Asset Management. He joined J.P. Morgan Asset Management in 2014 from M&G Investments. Rob has been in the Financial Services industry since 1999 in Life & Pensions and Asset Management. He is a Chartered Financial Planner and is Chartered MCSI.

Multi Asset Investing: Building Resilient Portfolios for a Changing World


Philip Chandler, CFA

Head of UK Multi-Asset & CIO, Schroder Investment Solutions

Philip joined Schroders in 2003 and is Head of UK Multi-Asset & CIO, Schroder Investment Solutions. He is responsible for all UK-based multi-asset clients with benchmark, SAA or peer group-based objectives, and was appointed CIO of Schroder Investment Solutions (SIS) in December 2024. Philip has co-managed the Schroder Global Multi-Asset Portfolios, part of the SIS range, since inception in 2017.

He is a member of the Global Asset Allocation Committee and part of the Duration risk premia team of the Strategic Investment Group Multi-Asset (SIGMA). Philip initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibilities for global bonds, money markets and UK government bond portfolios. He transferred to the Multi-Asset team in 2009 and was seconded to New York 2011-2015. Philip is a CFA Charterholder and holds a Degree in Philosophy, Politics and Economics from the University of Oxford.

Registration

For Professional Clients Only - Not open to members of the media


 By registering for this event, you agree for your data to be shared with all participating sponsoring groups in the Power of 3 virtual event.

Companies


BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

For additional information on BlackRock, please visit www.blackrock.com


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.

Source: J.P. Morgan Asset Management as at 20 March 2024.

For more information visit www.jpmorgan.co.uk


As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.

For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.

We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.

For more information visit www.schroders.com

Contact

If you have any questions regarding this event, please email info@thepowerof3roadshow.com.