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Thematic & Sector

Video

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
Video

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?
Presentation CPD

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
Presentation CPD

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)
Presentation CPD

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
Presentation CPD

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
Panel Discussion Hosted by ETF Strategy CPD

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
Panel Discussion Hosted by ETF Strategy CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Presentation CPD

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
Panel Discussion Hosted by ETF Strategy CPD

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
Panel Discussion Hosted by ETF Strategy CPD

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
Presentation CPD

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
Presentation CPD

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)