For Professional Clients Only - Not open to members of the media
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.
| 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 |
Click on a company logo to find out more.
European equities have seen considerable attention this year. The region presents an opportunity for equity investors based on three key factors:
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.
Learning objectives:
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.
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:
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, 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.
Trump's trade war has roiled markets, causing recession fears and talk of de-dollarisation. Is this just a blip to look-through or a meaningful shift that we need to address? What does it mean for client portfolios and return expectations? How can we insulate portfolios against political risk?
Learning objectives:
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.
John works strategically with financial advisers and wealth managers across the South-East covering the full Schroders investment solutions and fund range. He joined Schroders in 2009 and has over 14 years' investment experience. John was a Business Development Manager from 2015 to 2016, which involved supporting family offices and Wealth Managers in the Middle East, based in the Dubai office. He was a Client Executive from 2012 to 2014, working alongside institutional clients mainly supporting DB Pension Funds. John holds a BSc from Loughborough University.
The live event will be taking place here at 10am.
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
If you have any questions regarding this event, please email info@thepowerof3roadshow.com.