After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Being Careful - Opportunistic and selective is now the order of the day
Facilitator: Blaise Cardozo. Expert: Pierre Debru
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ESGGatekeepersGrowthOpportunitiesProfitabilityStrategy
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Improvers Rather Than Exclusions - How Portfolio Decarbonisation is Changing
Expert: John Teahan, Redwheel Facilitator: Ian Saunders
23 March 2023A Meeting of Minds Gatekeepers - March 2023
DiversificationGatekeepersIntegrationInvestmentsPortfoliossustainable
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Investor Biases - Avoiding these in order to spot opportunities
Facilitator: Don Wild. Experts: Vera German and Juan Torres
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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One Stop Shop: Why Gilts and Sterling Corporate Bonds can no Longer be Relied on for UK Fixed Income Investors
Expert: Fraser Lundie, Federated Hermes Facilitator: Andrew Mills, Insight Financial Research
23 March 2023A Meeting of Minds Gatekeepers - March 2023
BondsDiversificationFixed IncomeGatekeepersGrowthInvestments
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Regime Change - A new set of rules for navigating a new investment era
Facilitator: Leigh Fisher. Expert: Paul Skinner
23 March 2023A Meeting of Minds Gatekeepers - March 2023
Emerging MarketsGatekeepersInterestInvestmentsliquidityRegulatory Issues
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Taking Interest - The case for reviewing bond allocations in a more polarised world
Facilitator: Paul Kearney. Moderator: Mark Dowding
23 March 2023A Meeting of Minds Gatekeepers - March 2023
BondsFixed IncomeGatekeepersInterestPortfoliosvalue
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Transition Opportunities - Investing in the transition and unlocking Green Alpha
Facilitator: Ian Saunders. Experts: Thomas Hohne-Sparborth and Didier Rabattu
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ESGGatekeepersGreen InvestingInflationInvestmentssustainable
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UK Retirement: Are Consumers Over Confident?
Expert: Philip May - Director Capital Group Facilitator: Don Wild
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ConsumerGatekeepersInflationInvestmentsMarket TrendsRetirement
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Economic franchises in a time of inflation
Expert: Bertrand Cliquet, Lazard Asset Management Facilitator: Paul Kearney
20 October 2022A Meeting of Minds Gatekeepers - October 2022
GatekeepersGeopoliticsInflationInterestPrivate EquityStrategy
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Emerging markets - a contrarian's wonderland
Expert: George Rolls, Investment Director on M&G Global EM Fund Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetChinaEmerging MarketsFixed IncomeGatekeepersGeopolitics
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ESG and Sustainability in fixed income: Why tailoring to each fixed income sector is critical
Facilitator: Sam Shaw, independent consultant Expert: Paul Skinner, investment director – sustainable fixed income at Wellington
20 October 2022A Meeting of Minds Gatekeepers - October 2022
DataEquitiesESGGatekeepersRegulationsustainable
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How to give your core allocation an ESG makeover
Expert: Vincent Denoiseux Facilitator: Sianne Haldane
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetDataESGGatekeepersNet ZeroThematic investment