Sector Series: Navigating challenging market environments and ESG integration
- Against a backdrop of slow economic growth and mounting difficulties in the banking sector, how have various sectors performed?
- What are the potential benefits of sector rotation?
- Why are new developments in sector ETFs - such as ESG integration – important for asset allocators?
Hamid Asseffar
Head of UK Asset Managers, UK ETFs & Indexed Strategies
Invesco
András Vig
Multi-Asset Strategist
Invesco
Jonathan Prout
Chief Investment Officer
The Private Investment Office
Thematic & Sector Lead Partner
Sector Series: Navigating challenging market environments and ESG integration
- Against a backdrop of slow economic growth and mounting difficulties in the banking sector, how have various sectors performed?
- What are the potential benefits of sector rotation?
- Why are new developments in sector ETFs - such as ESG integration – important for asset allocators?
Thematic & Sector Lead Partner
China’s reopening: is this the start of a recovery?
- Investment outlook for China
- How can investors get exposure to the world's second largest equity market?
Paul Jackson
Global Head of Asset Allocation Research, Global Thought Leadership
Invesco
Christopher Mellor
Head of EMEA ETF Equity and Commodity Product Management
Invesco
Emerging Markets Lead Partner
China’s reopening: is this the start of a recovery?
- Investment outlook for China
- How can investors get exposure to the world's second largest equity market?
Emerging Markets Lead Partner
Beyond the freeze: Blockchain’s revival after the Crypto Winter
- Digital assets and crypto
- Blockchain ecosystem updates
- Upcoming digital infrastructures
Christopher Mellor
Head of EMEA ETF Equity and Commodity Product Management
Invesco
Keith Bear
Fellow, Cambridge Centre of Alternative Finance (CCAF)
University of Cambridge
Commodities, Crypto & Alts Lead Partner
Beyond the freeze: Blockchain’s revival after the Crypto Winter
- Digital assets and crypto
- Blockchain ecosystem updates
- Upcoming digital infrastructures
Commodities, Crypto & Alts Lead Partner
Two Distinct Opportunities in China Innovation and Technology
- How regulation in China is driving innovation and sustainable growth opportunities within China's internet and technology sectors
- How will reforms in the short and long term impact industry and growth?
- Introductions to the KraneShares CSI China Internet UCITS ETF (KWEB) and the KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (KSTR)
Brendan Ahern
Chief Investment Officer
KraneShares
Xiaolin Chen
Head of International
KraneShares
Emerging Markets Lead Partner
Two Distinct Opportunities in China Innovation and Technology
- How regulation in China is driving innovation and sustainable growth opportunities within China's internet and technology sectors
- How will reforms in the short and long term impact industry and growth?
- Introductions to the KraneShares CSI China Internet UCITS ETF (KWEB) and the KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (KSTR)
Emerging Markets Lead Partner
A new innovative approach to access China’s technological rise
- China’s economy is transforming from an export-oriented and manufacturing-dependent economy to a consumption and technology-driven market
- How to align a portfolio to capture companies likely to benefit from these trends
- The development process that led to the launch of the new innovative UBS ETF (LU) Solactive China Technology UCITS ETF
Philippe Kybourg
Associate Director, Passive & ETF Investment Analytics
UBS Asset Management
Emerging Markets Lead Partner
A new innovative approach to access China’s technological rise
- China’s economy is transforming from an export-oriented and manufacturing-dependent economy to a consumption and technology-driven market
- How to align a portfolio to capture companies likely to benefit from these trends
- The development process that led to the launch of the new innovative UBS ETF (LU) Solactive China Technology UCITS ETF
Emerging Markets Lead Partner
Technology & Innovation in China: Thoughts and Perspectives
- Assessing China's economic reorientation: Do investors fully appreciate the opportunity?
- Capturing innovation and tech: The importance of a thematic approach
- Understanding the regulatory clampdown and exploring valuations
- How investors are deploying China & technology exposure within portfolios
Xiaolin Chen
Head of International
KraneShares
Wei Xu
Vice President, APAC Index Solutions Research
MSCI
Philippe Kybourg
Associate Director, Passive & ETF Investment Analytics
UBS Asset Management
Simon Smith
Moderator
ETF Strategy
Emerging Markets Lead Partner
Technology & Innovation in China: Thoughts and Perspectives
- Assessing China's economic reorientation: Do investors fully appreciate the opportunity?
- Capturing innovation and tech: The importance of a thematic approach
- Understanding the regulatory clampdown and exploring valuations
- How investors are deploying China & technology exposure within portfolios
Emerging Markets Lead Partner
Capture the growth potential of China’s New Economy
MSCI China Tech and Thematic Indexes
- The shift to a technology-driven growth is government led and very much by design
- A rising middle-class, urbanization and ageing society is driving investment in education, infrastructure and social security
- In the digital economy, companies increasingly transcend traditional technology classifications
Wei Xu
Vice President, APAC Index Solutions Research
MSCI
Emerging Markets Lead Partner
Capture the growth potential of China’s New Economy
MSCI China Tech and Thematic Indexes
- The shift to a technology-driven growth is government led and very much by design
- A rising middle-class, urbanization and ageing society is driving investment in education, infrastructure and social security
- In the digital economy, companies increasingly transcend traditional technology classifications
Emerging Markets Lead Partner
Internet: The Infrastructure for Innovation
The Power of Being Digital
- The vast investment opportunity the internet presents
- Some of the most interesting business models
- Physical vs digital business
- The growth opportunity within Chinese companies in this space
Gregg Guerin
Senior Product Specialist
First Trust
Thematic & Sector Lead Partner
Internet: The Infrastructure for Innovation
The Power of Being Digital
- The vast investment opportunity the internet presents
- Some of the most interesting business models
- Physical vs digital business
- The growth opportunity within Chinese companies in this space
Thematic & Sector Lead Partner
Digital Infrastructure & Connectivity
The infrastructure that makes the digital economy a reality
- The increasing connectedness of today’s society
- The promise of 5G and beyond
- The investment case for digital infrastructure
Mark Abssy
Head of Indexing
Tematica Research
Thematic & Sector Lead Partner
Digital Infrastructure & Connectivity
The infrastructure that makes the digital economy a reality
- The increasing connectedness of today’s society
- The promise of 5G and beyond
- The investment case for digital infrastructure
Thematic & Sector Lead Partner
Cloud Computing: Being Digital in Volatile Markets
- A recap of the cloud and cybersecurity investment themes
- How growth stocks have fared historically against rising interest rates
- A review of the sales growth across these themes
- Why investment in cloud services and cybersecurity is now a necessity
Gregg Guerin
Senior Product Specialist
First Trust
Thematic & Sector Lead Partner
Cloud Computing: Being Digital in Volatile Markets
- A recap of the cloud and cybersecurity investment themes
- How growth stocks have fared historically against rising interest rates
- A review of the sales growth across these themes
- Why investment in cloud services and cybersecurity is now a necessity
Thematic & Sector Lead Partner
World. Wide. Wonder.
A digital revolution in emerging markets
- The impact of the Digital Revolution in emerging markets
- The consumption patterns of Gen-Z
- The specific areas of growth in emerging markets
Kevin Carter
Founder & CIO
EMQQ
Thematic & Sector Lead Partner
World. Wide. Wonder.
A digital revolution in emerging markets
- The impact of the Digital Revolution in emerging markets
- The consumption patterns of Gen-Z
- The specific areas of growth in emerging markets
Thematic & Sector Lead Partner
5G Mobile Technology
Investing in the Next Generation of Mobile Connective Technology
- How this theme spans both the physical and the digital
- Why valuations in this segment remain relatively cheap
- An exploration of the $1 trillion+ revenue segment
- Which sectors this theme can disrupt and enable
Gregg Guerin
Senior Product Specialist
First Trust
Thematic & Sector Lead Partner
5G Mobile Technology
Investing in the Next Generation of Mobile Connective Technology
- How this theme spans both the physical and the digital
- Why valuations in this segment remain relatively cheap
- An exploration of the $1 trillion+ revenue segment
- Which sectors this theme can disrupt and enable
Thematic & Sector Lead Partner
The Digital Economy: Investment Perspectives and Projections
- Benchmarking the digital revolution: where are we in this multi-decade-long megatrend?
- Future innovation and unexplored opportunities for digital adoption
- Putting valuations into context
- Incorporating thematic exposures within portfolios
Gregg Guerin
Senior Product Specialist
First Trust
Kevin Carter
Founder & CIO
EMQQ
Mark Abssy
Head of Indexing
Tematica Research
Simon Smith
Moderator
ETF Strategy
Thematic & Sector Lead Partner
The Digital Economy: Investment Perspectives and Projections
- Benchmarking the digital revolution: where are we in this multi-decade-long megatrend?
- Future innovation and unexplored opportunities for digital adoption
- Putting valuations into context
- Incorporating thematic exposures within portfolios
Thematic & Sector Lead Partner
The Future of Digital Payments
When Cash is no longer King
- Why digital payments and what does the future look like?
- What can we learn from China?
- Future expected growth of digital payments transaction value and the rise of digital wallets
- Introducing the Rize Digital Payments Economy UCITS ETF (PMNT)
Tom Barker
Associate Director – Product Specialist
Rize ETF
Thematic & Sector Lead Partner
The Future of Digital Payments
When Cash is no longer King
- Why digital payments and what does the future look like?
- What can we learn from China?
- Future expected growth of digital payments transaction value and the rise of digital wallets
- Introducing the Rize Digital Payments Economy UCITS ETF (PMNT)
Thematic & Sector Lead Partner