morillo to be joined by jpmf's james elliot and fidelity's colin stone
Albert Morillo, manager of the Investec European fund, will examine the merits of equities in the eurozone at this year's Investment Week Markets Forum.
As one of 16 speakers in the main sessions of the forum, Morillo will discuss current trends in European markets, investor preferences and the potential drivers of future returns.
The forum, which is held on 10 July at the Hotel Intercontinental, also features additional smaller seminars throughout the day.
Speaking in the main sessions will be James Elliot, co-head of the JP Morgan European equity group and fund manager of JPMF Europe, who will discuss opportunities in the region. Colin Stone, portfolio manager at Fidelity, will also cover investing in Europe.
Looking globally, Shawn Lytle, executive director and global portfolio manager at UBS Global Asset Management, will examine challenging issues facing advisers and clients when evaluating managers in difficult global equity markets.
Within the presentation, Lytle will explore the key issues facing investment managers, the tools needed to successfully outperform the market and the current position of global equity portfolios.
Chris Lees, global equity manager at Barings, will talk on the aftermath of the conflict with Iraq and how the electorate in the US are beginning to turn their minds to the 2004 presidential elections.
Having concentrated on foreign policy for so long, George W Bush must now turn his attention to the ailing domestic economy to ensure he remains in the White House beyond 2004. Lees will examine the potential impact of the 2004 campaign.
Other featured managers for the main sessions at the forum include Ashton Bradbury of Old Mutual and Jeff Currington of HSBC Asset Management.
David Oliphant, manager of Threadneedle's UK Corporate Bond fund, Gareth Quantrill of Swip, Clive Beagles of Newton Investment Management and Mark Dowding, head of global bonds at Invesco Perpetual will also be speaking on the day.
Presentations will be heard from Harry Nimmo, smaller companies manager at Standard Life Investments, Ashley Willing, manager of Gartmore UK Focus, and Stephen Thompson, head of the UK specialist equity team at Merrill Lynch Investment Managers.
The day-long forum is followed by the eighth annual Investment Week Fund Manager of the Year awards at the Royal Albert Hall.
The qualitative stage of the awards is under way, with the judging panel now finalising the list of winners after examining questionnaires returned by nominees.
One particular focus of the panel is the instruments and asset allocation managers credit with boosting or aiding their performance over the past year.
The shortlist for the individual awards is constructed by a quantitative screen applied to all unit trusts with more than £15m in assets and with three-year track records. All statistics are run over the three years to 31 March 2003. Figures are bid to bid, ex-dividend income reinvested at ex-dividend, not payment, date.
The three discrete years' figures and three-year information ratios are produced with a 40% weighting given to the most recent one-year figure, a 30% weighting to the previous year, 20% to the year before that and 10% to the information ratio.
Sector categories, created through an amalgamation of IMA sectors, remain unchanged from last year.
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress