One-day conference to cover key aspects of market activity
This year's Investment Week Markets Forum is to be held on 10 July at the Mayfair Inter-Continental on Stratton Street, London.
Speakers from 16 different investment houses will present to delegates at the one-day forum, covering a range of topics including Japan, the maturing European market, varying investment styles, and a look at what the future holds for the markets.
The day's event begins with a presentation by Vivian Bazalgette, chief investment officer at M&G, who will discuss key areas for those looking to position equity portfolios over the next year.
Style will be discussed by David Gasparro, chief investment officer at Schroders, who will also look at the sources of risk and return in portfolios, consider the drivers of performance and how these change according to prevailing market conditions.
Keiran Gallagher, head of European equities at Newton, will address intermediaries on whether Europe will be able to deliver growth, exploring the themes that will drive European stock markets in 2001 and beyond, including a look at the Eastern European markets.
As part of the morning main sessions, Paul Chesson of Invesco Perpetual will talk on restructuring corporate Japan while Rajesh Shant, director, European equities at Credit Suisse Asset Management Funds, will present on stock selection in the European markets.
Richard Buxton, head of UK equities at Baring Asset Management, will conclude the main early morning presentations with a look at viable investment themes in the UK market.
More detailed, longer seminar sessions follow the coffee break, in which intermediaries can select from the 30 minute programmes on offer by the various groups which are sponsoring the day's event.
Following the seminars, advisers will hear from Richard Cardiff, product director, Japan Portfolio Group at JP Morgan Fleming Asset Management.
Cardiff will speak on the likelihood of Japan's current prime minister being able to achieve the necessary reforms that his predecessors have failed to push through.
Neil Matheson, economist, North America at Standard Life Investments, will contrast the ways in which 'old' and 'new' world investors view the US economy and equity markets.
Richard Skelt, portfolio manager structured funds at Fidelity Investments, will discuss a low risk approach to asset allocation and the criteria he uses to select in-house funds in order to balance the risk and return objectives of a fund.
The final 15 minute presentation prior to lunch will be held by Michael Rimmer, senior portfolio manager at Investec Asset Management. Rimmer will look back on 2000 as the most volatile ever for UK equities and discuss how it shows the clear trend towards greater market violence.
Rimmer is to talk on how fund managers can best adapt to it and ensure that they continue to deliver the performance their clients demand.
The afternoon sessions will feature talks by Ashley Willing of Gartmore. Adam Seitchik chief global strategist at Deutsche Asset Management, Sarah Arkle, head of equities and managed funds at Threadneedle Investments and Peter Harnett, manager, UK equity market neutral at HSBC. Ashton Bradbury, head of UK equities at Old Mutual Asset Managers and Robert Champney, director of European specialist derivatives sales and trading at Merrill Lynch International will also speak.
For more information on this summer's Markets Forum contact: Saskia Crowe on 020 7432 6941.
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