Foresight Q2 2019

M&G Investments

Global bond market update

J.P. Morgan Asset Management

The next chapter for UK equities

James Illsley, Managing Director
James Illsley, Portfolio Manager, will discuss the backdrop for UK equities as the country heads for a potential future outside of the European Union. He will outline why he thinks the asset class remains attractive despite the political noise, showing how he has navigated Brexit uncertainty by maximising exposure to the companies in which he has the highest conviction, whilst reducing exposure to those stocks that he finds least attractive. James will also look at some of the attractive investment opportunities that he is finding in the UK market despite the more volatile economic backdrop, highlighting companies that are continuing to deliver shareholder value by adapting to the changing environment in which they operate.

Janus Henderson Investors

China: Still here, still evolving, still finding opportunities

Charlie Awdry, CFA. Investment Manager, Janus Henderson China Opportunities Fund
In 2018 Chinese A shares listed in Shanghai and Shenzhen entered MSCI indices. Charlie will explain how this strengthens the case for engaging a China specialist active equity manager and will illustrate how the China equity funds are navigating through the rapidly evolving stock markets and economy in China.

Columbia Threadneedle Investments

Creative destruction and its impact on your portfolio

Andrew Harvie - Client Porfolio Manager, Global Equities
Companies come and go, so what makes some stand the test of time? As disruptors emerge and challenge traditional industries, even the most established companies must adapt to maintain a competitive edge. Against this backdrop, Andrew Harvie provides insight into the power of competitive advantage and how its sustainability is often underestimated by the market. As the world becomes more uncertain, identifying the long-term winners becomes even more important.

Kames Capital

Building income from property

Richard Peacock – Fund Manager, Property
After several years in which the capital cycle has exerted the greatest influence on the returns generated by the UK commercial property market, income is expected to the main driver of performance in 2019. As a result, funds that generate higher income returns, maintain that income and where possible, grow income, will deliver the best performance. Richard will discuss the key themes in portfolio construction that enable the fund to deliver an attractive income stream for clients.


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For financial advisers only. Not for onward distribution. No other persons should rely on any information contained within. Issued by M&G Securities Limited which is authorised and regulated by the Financial Conduct Authority in the UK and provides investment products. The company’s registered office is 10 Fenchurch Avenue, London EC3M 5AG. Registered in England and Wales. Registration Number 90776.

This content relates to an investment forum that is to be hosted by M&G Securities Limited, Janus Henderson, J.P. Morgan, Kames Capital and Columbian Threadneedle.