Featured Events

mallowstreet Investment Focus: Opportunities in Emerging Markets

Emerging Markets posted very strong performance in the past few years. But the question is, will the performance continue this year and in years to come? With many pension funds now closely examining the asset class, now is an important time to make su


Upcoming Events

mallowstreet University Dinner: Cashflow Driven Investment (CDI)

Improved funding levels and an increase in cashflow negativity suggest pension schemes have less of a need to invest for growth, and can shift their allocations to meet cashflow needs. Given the increased need to meet cash outflows, forced selling can lead to significant costs if portfolios do not have income-generating assets, raising issues of path dependency. PIMCO want to share our latest research into constructing and managing portfolios that generate contractually-defined cashflows, either through income or maturing assets, to meet cashflow needs. We will discuss the key features of these portfolios along with the challenges associated in managing this type of allocation.

mallowstreet Investment Focus: Opportunities in Emerging Markets

Emerging Markets posted very strong performance in the past few years. But the question is, will the performance continue this year and in years to come? With many pension funds now closely examining the asset class, now is an important time to make su

mallowstreet University Dinner: Convertible Bonds

With asymmetrical returns, low interest rate risk and a healthy increase in issuance, convertible bonds are well positioned to offer investors an efficient way to remain invested in economic growth, and navigate geo-political storms with reduced volatility. Join us for this educational mallowstreet Dinner, hosted by NN Investment Partners, to find out more on this topical subject.

Themes to be covered during the presentation:

• Benefits of an allocation to convertible bonds

• Performance of convertible bonds in rising rate environments

• Outlook for convertible bonds given market and macro expectations over the next few years

• Key features of our approach that make us unique

This dinner is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and their advisors.

mallowstreet University Investment Focus: Examining Multi-Asset and Diversified Growth Funds

In this morning educational Investment Focus, we will hear from four leading managers about their approaches on how to generate reliable income streams from an investment portfolio. Over the course of the morning, delegates will breakout into small groups and participate in these interactive presentations. The morning is also available for CPD accreditation.

mallowstreet University Dinner: Cashflow Driven Investment (CDI)

Improved funding levels and an increase in cashflow negativity suggest pension schemes have less of a need to invest for growth, and can shift their allocations to meet cashflow needs. Given the increased need to meet cash outflows, forced selling can lead to significant costs if portfolios do not have income-generating assets, raising issues of path dependency. PIMCO want to share our latest research into constructing and managing portfolios that generate contractually-defined cashflows, either through income or maturing assets, to meet cashflow needs. We will discuss the key features of these portfolios along with the challenges associated in managing this type of allocation.

mallowstreet University Dinner: Navigating the Road to Buyout

As pension funds map out their ‘end game’, many are working out how to fully transfer their liabilities to an insurer. Over dinner, Sammy Cooper-Smith from Rothesay Life will discuss the following areas and take Q&A on any topics related to risk se

mallowstreet DB Indaba

The Defined Benefit Indaba* will bring together some of the industry’s biggest influencers to hear a selection of interactive keynote presentations. These will be interspersed with five Investment Masterclass breakout sessions which will cover key asset classes and investment opportunities, specifically tailored for defined benefit pension funds.

Anatomy of a Recession: In-depth examination of the correlation between major market drawdowns and recessions

The longest bull market in history continues — yet increased volatility has led some investors to wonder when and how that might change. How close could we be to the next recession? What factors are most important to watch in the months ahead? ClearBridge Investments’ exclusive Recession Risk Dashboard offers valuable answers, tracking key data along four vital economic fault lines. Discover how the Dashboard works and how it can help you stay ahead of future downturns in Anatomy of a Recession.

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Past Events

mallowstreet University Dinner: A Consultation on Multi-Asset: Why five (and maybe even two) asset classes are all you need

This interactive university dinner will take a detailed look at the role of quantitative strategies in the Multi-Asset investment universe.  Specifically, this evening is structured as a consultation with pension funds, to understand their needs and constraints when making investment decisions. 

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