10 - 12 September, 2018
NH Collection Tower, Barcelona
44 (0) 20 7368 9836
Brigitte Le Bris
Managing Director, Head of FX and Global EM
Natixis Asset Management
9:20 AM Oxford Style Debate: True or False - With recent underperformance by alpha strategies, now is the time to move to smart beta for better returns in FX
- Carry, value and momentum - Reassessing the signals that are driving currency alpha in 2018 and 2019
- Are the current features of the FX market more favorable to smart beta strategies, with traditional alpha strategies struggling due to market crowding and lack of proper risk controls?
- With smart beta portfolios paying out in other asset classes, what are the indications that they could now generate more returns in FX?
- Maximizing returns for your investors in 2018 and beyond - What trades should you focus on and what should you avoid?
2:00 PM Global Currency Roundtables: Breaking down geo-political boundaries – All you need to know about currency trends to meet your investment objectives across global jurisdictions
Join these informal, locality specific roundtables hosted by one individual expert in that jurisdiction. This is your chance to quiz a market expert on where the opportunities lie in a continent of your choice, and the implications this will have on currency investing. Each roundtable is limited to 10 buy side to entice an interactive, open discussion.
Drill down on the major macro indicators affecting each jurisdiction:
USA Roundtable - What impact is the Trump era continuing to have on US capital markets?
Hosted By: Thomas Wind, Executive Director, Head of Foreign Exchange & Trading, Woodman Asset Management
Europe Roundtable - What does Brexit and political instability mean for the European investment landscape?
Hosted By: Brigitte Le Bris, Managing Director, Head of FX and Global EM, Natixis Asset Management
China Roundtable - Are the Chinese debt woes coming to roost - What will happen with the currency regime in China and how will this impact the investment landscape?
Hosted By: Thanos Papasavvas, Founder & CEO, ABP Invest and former Strategist, Fixed Income and Currency, Investec Asset Management
EM Roundtable - Are emerging markets set to continue their rally in 2018/2019?
Hosted By: Paul Chappell, Chairman, C-View and Director of Education, ACI
Latin America Roundtable - How is increasing growth potential and political reforms impacting investment opportuntiies?
Hosted By: Abbas Ameli-Renani, Portfolio Manager, Global Macro, Algebris Investments