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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.

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Keeping it Real: Allocation to Listed Real Assets - a compelling case

Join us for a series of three virtual webinars in September exploring the world of Real Assets. The focus will be on the macroeconomic environment, industry themes and trends as well as portfolio construction and asset allocation.  Each session will be an interactive panel discussion lasting for 45-60 minutes with a live Q&A.

 

(Live) - Net zero Listed Real Estate: Building a more Sustainable Future

6th October (Live with Igneo) TBC Niall Mills, Sophie Durham, Consultant and Sam Roberts

13th October (GoTo Live) - Listed Infrastructure: Laying the foundations for a robust portfolio

 

Net zero Listed Real Estate: Building a more Sustainable Future

In this session the panel discusses how the real estate sector, contributes approximately 40% of of global greenhouse gas emissions, and has the greatest potential to reduce emissions over time. Within this context, our global property securities team has developed a market-leading net zero framework incorporating Scope 1, 2 and 3 emissions, supporting a portfolio net zero date of 2039.

Striving to achieve net zero, and with the spectre of stagflation looms large, our investment professionals and [Consultant Name] will examine the critical role allocating to listed property can play. In particular, we will discuss how this could reduce portfolio carbon intensity, yielf stable inflation-linked cash flows and provide a diversified source of returns. 

Panelists

Sam Roberts (Panel Moderator)

Consultant Relations UK

Stephen Hayes

Head of Property Securities, First Sentier Investors

Will Oulton

Global Head of Responsible Investment, First Sentier Investors

Andrew Jacobson

Consultant Relations, Lane Clark & Peacock

Learn more about our Property and Infrastructure strategies

Find out more about our Listed Infrastructure offering or learn more about Igneo Infrastructure Partners our direct infrastructure brand 

We have recently published a series of articles examining the global property sector.  These have included About the Strategy, the net zero landscape and How is the porfolio positioned? 

We have also written an insight article A pre-flight checklist for a post-pandemic world - a highly topic piee looking at how airports will evolve in a post-COVID world.

Listed Infrastructure: Laying the Foundation for a Robust Portfolio

Join us for a series of three virtual webinars in September exploring the world of Real Assets. The focus will be on the macroeconomic environment, industry themes and trends as well as portfolio construction and asset allocation.  Each session will be an interactive panel discussion lasting for 45-60 minutes with a live Q&A.

 

Wednesday 15th June - Net zero Listed Real Estate: Building a more Sustainable Future 

Wednesday 22nd June - Listed Infrastructure: Laying the foundations for a robust portfolio

Session 3 TBC (link to form)

With inflation printing at multi-decade highs, geopolitical uncertainty driving elevated volatility and the withdrawal of unprecedented levels of central bank stimulus underway; the merits of a defensive, liquid allocation to infrastructure are substantial. Add to this the globally recognised need for investment in essential infrastructure to tackle climate transition and the case has rarely been stronger.

During this session our investment professionals and [Consultant Name] will be exploring how a listed infrastructure allocation can lay the foundation for a robust portfolio by generating real returns through investment in structural change.

Panelists

Sam Roberts (Panel Moderator)

Consultant Relations UK

Peter Meany

Head of Global Listed Infrastructure 

Rebecca Myatt

Portfolio Manager

Tom Symons

Director, Real Assets at Willis Towers Watson

Learn more about our Property and Infrastructure strategies

Find out more about our Listed Infrastructure offering or learn more about Igneo Infrastructure Partners our direct infrastructure brand 

We recently published a series on the global Property environment initially an About the Strategy piece then moving on to the Net Zero landscape and How is the porfolio positioned? 

A pre-flight checklist for a post-pandemic world looks at how airports are recovering in a post-COVID world