Nov 25, 06:30 PM - 09:00 PM (BE)
Join us as Colin Graham of Robeco unveils the latest Expected Returns publication—the strategic compass for navigating the next five years of global markets and Anthony Kettle of BlueBay shares his outlook for Emerging Market bonds.
✅ The Robeco forward-looking analysis provides a comprehensive view on asset class performance, macroeconomic dynamics, and structural trends shaping the investment landscape over the next five years. Gain insights into the key drivers of return expectations and explore how strategic allocation can be optimized in a shifting global environment.
Colin Graham is Head of Multi Asset & Equity Solutions and Co-Head Investment Solutions. He brings a 25 plus year track record of investment performance, team leadership and innovation in Global, European and Asian multi asset solutions. Most recently he was the Chief Investment Officer, Multi Asset Solutions at Eastspring Investments (part of Prudential plc). Prior to this, he was the Chief Investment Officer, Multi Asset Solutions for BNP Paribas Asset Management in London and Managing Director, Co-Head of Global Multi Asset Strategies at Blackrock.
✅ RBC BlueBay will also explore Emerging Market Debt as a source of uncorrelated returns and diversification.
Emerging markets (EM) represent over 80% of the global population and drive most GDP growth. Recent reforms have improved their fiscal health, making them attractive despite volatility. EMs offer strong investment potential, supported by demographics and long-term growth.
Anthony Kettle, Managing Director, Senior Portfolio Manager, BlueBay Fixed Income, Emerging Markets. He qualifications include CFA Certificate in ESG Investing; CFA (2015); Graduate Diploma, Applied Finance and Investment, Australian Securities and Investments Commission; BComm (1999), University of Melbourne, Australia. Anthony is a managing director and senior portfolio manager on the BlueBay Fixed Income team, focussing on Emerging Markets. His primary portfolio management responsibilities include the EM long-short strategy, the EM Unconstrained Bond Fund, and the suite of EM Corporate long only funds. Prior to joining the firm in 2006, he held a management position at National Australia Bank. Anthony started his career in the investment industry in 2000.
🎓 CFA Professional Learning Credits: 1 1/2 hours
✍🏻 Registration link: https://cvent.me/eAlqlo
📍Venue: Hotel NH Brussels EU Berlaymont, Bd Charlemagne 11/19, Brussels, 1000
Ⓜ️ Train and metro station: Schuman
⏰ Agenda:
18:30 Doors open
19:00 Start event
20:30 Networking drinks & informal discussions
Brussels, Belgium