EMEA Investment Forum 2025
INVESTING WELL IN AN AGE OF UNCERTAINTY
Tuesday, 7 October 2025 | BAFTA 195 Piccadilly, London
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As we progress into the new economic era, the certainties of the established global order are visibly breaking down, with a growing geopolitical and macro disconnect between countries and increasingly hard-to-predict divergence within markets and asset classes. An opportune time, we think, to take stock and explore what it all means for investors.
Topics covered include:
This event is eligible for four hours of continuing professional development (CPD).
| 08:30 |
Registration and light breakfast |
|---|---|
| 09:00 |
Welcome |
| 09:05 |
Plenary session 1 | Are you ready for the new world disorder? |
| 09:45 |
Plenary session 2 | Rotations and reallocations: rethinking equities |
| 10:25 | Coffee break |
| 10:45 | Breakout sessions |
| 11:30 | Breakout sessions |
| 12:15 | |
| 13:00 | Networking lunch |
| 14:00 | Event close |
* Agenda subject to change
Market efficiency and high levels of concentration mean traditional active managers have had a tough time beating the US S&P 500. In this session, we examine an alternative approach to large-cap equity investing. This approach may offer greater potential for success by enabling higher active convictions rooted in a focus on quality and growth and a deep understanding of today's more volatile macroeconomic cycle.
Fixed income's critical role of providing a risk ballast in portfolios is more important than ever, but market volatility has made it commensurately harder to achieve stable returns. We explore a differentiated approach to fixed income investing that focuses on identifying positive price return potential for every bond in the portfolio, while dynamically mitigating downside risk from a total return perspective. The resulting long-only portfolio — built up bond by bond — offers the potential to dampen volatility and generate attractive absolute risk-adjusted returns, complementing traditional single-sector and strategic bond funds.
There is an urgent need for more investment in overstretched or decaying infrastructure to meet the growing demand for power fuelled by the energy transition, the AI revolution and the need for greater self-sufficiency. We believe infrastructure has the potential to provide investors with diversification to broad equity markets, as well as an attractive long-term return opportunity. In this session, we explore how to build balanced long-term exposure to this structural trend.
In this breakout session, we focus on the challenges of constructing and managing portfolios in an environment that combines heightened volatility with opportunities for alpha generation. Key questions that we will address include how to think about: downside protection, differences in regional versus global capital allocation, as well as relative exposures to beta versus targeting alpha in different markets. Solutions to these questions will point to constructs across traditional long only equity, extension strategies and hedged approaches, based on investors' specific objectives.
Take a look at the highlights from last year's EMEA Investment Forum.
The event will take place at:
BAFTA 195 Piccadilly
St James's, London, W1J 9LN
The closest tube stations are Piccadilly Circus and Green Park.
Please refresh the page to view the form. If you are having trouble registering, please email us on emea_events@wellington.com.
