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Amundi Asset Management
Geopolitical risk is increasingly on the minds of both policymakers and investors. In more and more fragmented emerging markets, however, geopolitics has become a particularly crucial factor to watch. Amundi’s experts explain how they track geopolitical risk and how it can be incorporated into investment decisions.

AXA Investment Managers
The global high yield market has proven to be far more resilient than many expected in recent years, despite enduring periods of higher interest rates and recession fears. But will the resilience of the US leveraged finance market, for example, continue? And what is the best way to unlock value in US credit markets?

LGIM
Emerging market debt offers a fertile environment for skilled active managers to generate strong returns for their clients. A combination of attractive yields and a diverse opportunity set leaves the asset class well placed for 2025. This workshop discusses the outlook and explores the best alpha-generating opportunities.
John Gray - Senior Portfolio Manager, Emerging Markets, LGIM

Lumera
Efficient administration is more crucial than ever in today’s pension landscape. Lumera explores how combining technology and data can enhance accuracy, reliability and cost savings, while improving the customer experience by focusing on three key strategies.
Peter Roos - Chief Commercial Officer, Lumera

Mercer
Two of Mercer's investment leaders and one of Europe's largest asset owners discuss trends across systemic risk management, Artificial Intelligence and 2025 expectations for opportunities and governance. Mercer delves into some of the key topics for European investors.

Northern Trust Asset Management
As the demand for carbon neutrality by 2050 intensifies, pension funds face increasing pressure to align their portfolios with net-zero goals while safeguarding their long-term financial stability. However, many institutional investors may hold misconceptions regarding the implementation and impact of these strategies.

Solas Capital
Are you looking to get your portfolio to net zero while seeking to diversify risk, ensure predictable cashflows and long-term liability matching? Join the founders of this energy efficiency financing specialist to learn about the important role of energy efficiency in reaching our climate goals.
Paul Kearney - Partner and Co-Founder, Solas Capital

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Bloomberg
Over the past few years there has been an increased focus on the role of index strategies in creating levers for institutional investors to use in their mission to achieve impact in their investment strategies and approach. Bloomberg undertakes a deep dive into these different levers.
Zarina Nassib - Senior Product Manager, Sustainable Investment, Bloomberg

Federated Hermes
As the US Federal Reserve continues to ease and the yield curve normalises, fixed income investors globally are re-evaluating their strategic asset allocation in this asset class. Federated Hermes lays out the case for increasing emerging market debt within fixed income portfolios.
Mohammed Elmi - Executive Director and Senior Emerging Market Debt Portfolio Manager, Federated Hermes

Franklin Templeton Investments
The forces identified as Deep Waves - geopolitics, debt, technology, and demographics - are accelerating, exerting greater influence on country risk assessment and strategic decision-making. Franklin Templeton's ongoing Deep Water Waves series delves into how these forces are reshaping the global landscape.

Ninety One
The risks associated with lending to companies in emerging markets are often overestimated, and the opportunities they present are easy to overlook. This session explains – across a variety of metrics – how companies in emerging markets stack up favourably against their developed market peers.

Prudential Financial, Inc (PFI)
Recent years have seen sustained record levels of pension de-risking in both the United Kingdom and United States. In 2023 alone, those two countries transacted nearly $110bn in risk transfer deals, while pension reform in the Netherlands will result in opportunities for pension schemes to de-risk.

Royal London Asset Management
The surge of interest in private markets over recent years has made many investors cynical about the value available. While some areas have now become commoditised and offer low value considering their illiquidity, there are still a wide variety of new markets and assets becoming available.

Theta Capital Management
Blockchain networks are a new type of protocol, adding a verification and settlement layer to the internet which will allow seamless and secure transactions between parties. Blockchain networks unlock a true online, decentralised and frictionless global economy boosted by major cost efficiencies.
Ruud Smets - Chief Investment Officer, Theta Capital Management
John van Marle - Managing Partner, Theta Capital Management
Jeroen Tielman - Head, Institutional Relations, Theta Capital Management

Xtrackers by DWS
After the underperformance of ESG investments in the bear market of 2022, ESG detractors appeared to ignore the latest regulatory and policy overdrive, aiming to improve existing standards and elevate ESG as a compensated risk factor in investment portfolios.