Upcoming Events

mallowstreet University Dinner: As equity markets continue their strong (and long) run, how should portfolios be positioned as we head towards 2018?

Given how far equity markets have risen over the last few years, it is hardly surprising that investors are tempted to take profits. Valuations are looking stretched in some parts of the market, while interest rates may be about to rise for the first time since the 2008 crisis.

Past Events

mallowstreet University Dinner: Emerging Markets - Power to the people!

Over dinner, Glen Finegan, Head of Emerging Market Equities at Janus Henderson Investors, will look at the benefits and risks of investing in emerging markets right now; and will discuss why long-term performance is defined as much by what you don’t own as what you do.

mallowstreet University: Sustainability and Responsible Investment Educational Workshop

Sustainability, Responsible Investment, and ESG have been moving up the agenda for many pension funds, and started appearing in the top 10 monthly search terms on mallowstreet.com. At this morning workshop, we are bringing together a cross section of the mallowstreet community for an interactive event. Join us for what will be a highly educational and very focused morning.

mallowstreet University Dinner: Equity Investing

Equities have been a pension fund staple for a reason – over extended periods equity has outperformed many other asset classes. But the lack of visibility, in the balance between returns and the risk of permanent capital loss, can seem hard to justify – particularly when facing a down market. Over dinner, Sudhir Roc-Sennett of Vontobel Asset Management will outline the investment framework of a Quality Growth approach to equity investing through the full market cycle for pension funds. He will also explain how Vontobel have maintained a consistent investment style for over twenty years, delivering outperformance with less volatility than the market.

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