For Professional Clients Only - Not open to members of the media
Join BlackRock, J.P. Morgan Asset Management and Schroders for the next virtual Power of 3 event, taking place on Tuesday 21 November 2023 from 10.00am. You will have the opportunity to gain insights from leading portfolio managers and investment specialists on a range of relevant topics for your clients.
Delegates participating in the accredited Power of 3 roadshow can claim up to 1 hour 35 minutes of CPD towards the CII / Personal Finance Society member CPD scheme*.
|Q&A with BlackRock speakers
|Q&A with Schroders speakers
|J.P. Morgan Asset Management presentation
|Q&A with J.P. Morgan Asset Management speakers
Click on a company logo to find out more.
It's an old market adage that 'The most important determinant of future asset returns is the price you pay' - it's also the only thing you know for certain at the point of investment! A global inflationary surge, exacerbated by domestic factors, has forced the Bank of England into its most aggressive tightening cycle in 35yrs, pushing bond yields to a point where 'the price you pay' looks increasingly attractive. With 2022 seemingly representing a hard reset on bond valuations and with yields on Investment Grade bonds now approaching long term equity returns, is now the right time to reset return expectations for the next decade? Ben will discuss how investors have rarely been paid so well to take so little risk and how building income into portfolios now will drive performance in the future.
Ben Edwards, CFA, Managing Director, is a Portfolio Manager in the Sterling Bond Portfolio team within BlackRock's Global Fixed Income Group. Mr. Edwards is the lead fund manager of the BlackRock Corporate Bond Fund and co-manager of the BlackRock Sterling Strategic Bond Fund.
James is responsible for sales and relationships with the UK Wealth & Advisory community and covers London. Within this capacity he looks after Rating & fund research consultancies and Advisory consolidators. James' service with the firm dates back to 2006, including his time with Merrill Lynch Investment Managers (MLIM). Prior to his time at BlackRock he worked with the Allied Irish Bank in London and Lloyds TSB Private Banking. He is a Chartered Alternatives Investment Analyst and holds the Investment Management Certificate.
As 2023 draws its curtain, and the US economy is still teetering on the edge of a recession, join Fiona Harris, Investment Specialist in JPMAM US Equities, as she describes how J.P. Morgan Asset Management remains balanced and continues to monitor incremental risks that could represent headwinds for US equities and take advantage of market dislocations for new opportunities.
Fiona Harris, managing director, is an Investment Specialist in JPMAM US Equities. An employee since 1997, she is responsible for communicating investment strategy, portfolio information and results to non-US domiciled clients. Previously, Fiona was a client portfolio manager in the firm's New York office, where she provided support on the mid cap value strategy. She joined the firm as a marketing associate focusing on servicing the needs of clients in the UK and continental Europe.
Nick heads up the Internal Client Advisers, the Business Development Team and is responsible for the National Account Team within the UK Funds Business. An employee since 2004, Nick has previously worked alongside the regional sales team managing key relationships as well heading up the Key Client team. Prior to J.P. Morgan, Nick worked as an Investment Manager at Redmayne Bentley for four years. Nick holds the Certificate in Securities and the Investment Management Certificate.
Three key trends are reshaping our economies and societies: deglobalisation, decarbonisation and demographics. This "3D Reset" is expected to maintain inflationary pressure over the coming years, bringing higher borrowing costs and greater volatility in its wake. But as central banks, businesses and consumers adjust to these shifts, investors who understand their implications can adapt their approaches to fit this new environment.
Phil joined Schroders in 2003 and is a Fund Manager and Head of UK Multi-Asset. He is also a Member of the Duration and Equity risk premia teams of the Strategic Investment Group Multi-Asset (SIGMA). Phil 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. He transferred to the Multi-Asset team in 2009. Phil is a CFA Charterholder and holds a Degree in Philosophy, Politics and Economics from the University of Oxford.
Kim Nelson, Head of Scotland and Northern Ireland, has over 15 years of experience in the financial industry. She joined Schroders in 2016 and has since played an instrumental role in launching the Managed Portfolio Service (MPS) at Cazenove Capital as a Regional Business Development Manager (BDM).
Kim's expertise lies in her ability to work closely with advisers across the north, assisting them with their investments, constructing Centralised Investment Propositions (CIPs), and providing valuable insights for key business decisions. Her vast industry knowledge, combined with her commitment to client service, makes her a trusted partner for advisers navigating the complexities of the financial landscape.
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 27 September 2023.
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 firstname.lastname@example.org.