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Mauro Ratto,
CIO Europe and Asia |
Recession and Recovery from an Equity Perspective |
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Neil Robson,
Head of Equities |
Break on Through to the Other Side |
Global Trends |
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Christian Zimmermann, Senior Portfolio Manager |
One of the most Important Themes of the 21st Century |
Global Ecology |
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Marco Mencini,
Head of European Equity Research |
A Focus on Fundamentals in Practice |
European Research |
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Ruairi O’Healai,
Global Head of Risk Management |
Risk Management – A Perspective on the Financial Crisis |
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Andrew Arbuthnott,
Head of European Equity
Fabio Di Giansante,
Portfolio Manager |
Creating Alpha in a Concentrated Portfolio |
| Top European Players |
| Euroland Equity |
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John Pollen,
Head of Emerging Markets
Marcin Fiejka,
CFA, Senior Portfolio Manager |
Is Decoupling Back and Will GEMs Continue to Outperform? |
| Emerging Markets Equity |
| Emerging Europe and Mediterranean Equity |
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