INVEST IN UNIQUE PERSPECTIVES
Today, investors face a world of continuous change. We explore how to adapt portfolios for the opportunities and risks as we transition to a new macro regime with growing divergence among economies and geopolitical risk.
We will drill down into the escalating climate and environmental challenge with our climate science partners at Woodwell Climate Research Center, and host an in-depth geopolitical discussion focused on the increasingly pivotal role of China.
|08:30||Registration and light breakfast|
John Butler, Head of Macro
Dr. Christopher Schwalm Ph.D., Researcher, Woodwell Climate Research Centre
|11:00||Breakout session 1|
|11:35||Breakout session 2|
Thomas Mucha, Geopolitical Strategist
* Agenda subject to change
A future of thematic investing. An opportunity for sustainable growth in an era of constant change
Weighing China’s role in the new world order
We define stewardship as how companies balance the interests of all stakeholders — such as customers, employees, communities, supply chains and the environment — in their pursuit of profits as well as how they incorporate material ESG risks and opportunities in their corporate strategy. We believe stewardship can be assessed by how successfully company boards and managers balance people, the planet and profits when building long-term advantage.Learn more
In our impact strategies, we aim to achieve positive, measurable social and environmental outcomes alongside competitive financial returns. We invest worldwide across three broad impact categories — Life essentials, Human empowerment, and Environment — which are further divided into 11 impact themes. We believe impact investment opportunities can represent innovative solutions across sectors and industries, in companies and issuers across market capitalisations.Learn more
At Wellington, we believe the climate challenge is one of the most under-addressed capital markets risks today. Our work with Woodwell Climate Research Center confirms that society is vastly unprepared for climate change, and we expect demand for climate innovations to increase significantly. Our approach to climate investing focuses on companies addressing climate change through adaptation, mitigation, or innovation Companies that position themselves to be part of the solutions could gain market share and build competitive advantages, while those that fail to respond to the climate challenge could lag.Learn more
A trusted fixed income partner, we have been managing fixed income since 1928. Our fixed income capabilities span all publicly traded global bond market sectors to help clients meet a variety of investment objectives. Our fixed income funds combine both top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. Macroeconomic analysts and market strategists identify top-down structural and cyclical risks and opportunities, while our bottom-up, fundamental research approach draws on insights from both fixed income and equity analysts.Learn more
We believe environmental, social and governance (ESG) factors are linked to a company's long-term performance and think that integrating ESG themes into investment analysis and decision-making processes can lead to better-informed investment decisions. At Wellington, ESG research teams help portfolio managers and analysts gather deeper insights on ESG themes and integrate these considerations into the investment process with the aim of delivering more sustainable returns for clients.Learn more
The event will take place at:
Trinity House, London
Trinity House, Tower Hill, London, EC3N 4DH
The closest tube station is Tower Hill or Tower Gateway for the DLR.
We are excited to be hosting our event at Trinity House, a charity dedicated to safeguarding shipping and seafarers, providing education, support and welfare to the seafaring community. All proceeds on hiring the venue will go to Trinity House. To learn more please visit their website.