Alpha Capturing via Thematic Investment

InvesTAO China Alpha Webinar Series
This document is for institutional investors only
HostCity of London
Panellist(s)Ninety One, Rosefinch Fund
Date30 September 2020

Watch the Recording

Summary

To seek out absolute-return target values, the focus for market participants has switched to thematic investment strategies across many global markets including China and the UK. In China, we have seen investors focusing on themes such as “New China Economy”, “5G and Automation” and “New Energy and Sustainability”, etc. when considering thematic investment. Thematic investing focuses at the long-term investment horizon and acts as a forward-looking approach that serves to capitalize on anticipated changes in our world. However, it may not be immune to immediate market complications, especially with the arising uncertainties and challenges from COVID-19.

This webinar seeks to speak to the two investment management experts in China and in the UK to discuss:

  • Alpha generation comparison through thematic investing in the global equity space vs emerging markets like China
  • What is the role for thematic investing in current investment climate, especially in China and Europe equities market? Why is China uniquely positioned for thematic investing?
  • Will thematic investment remain as a key investment trend moving forward? If so, what are themes or sectors that we can expect to see? Do we expect to see more sustainable/green investing comes up as key theme for thematic investing?
  • Can value investment work with thematic theories?
  • If any ‘black swam’ events were to occur in the near future, how can thematic investment help to offset its impacts?

Panellists' Bio

Moderator / Speaker
Shelley Yang, CFA
Co-founder and CEO of InvesTAO

With more than 20 years leading cross-border business for Chinese asset managers, Shelley Yang founded InvesTAO in 2018 after her departure as CEO of Haitong Capital. Previously, she served as senior positions in Haitong Bank, China Universal AM and Guotai AM. She is also a Member of the ICI Global APAC committee. Ms Yang holds an MBA from California State Poly University, and is an Alumni of Harvard Business School PLD program.

Speaker
Dr Huan Wang
Chairman, Rosefinch Fund

Dr Wang has over 20 years’ experience in securities and fund management industry. Previously, Dr Wang held roles at Shaanxi Province Mineral & Metals Import & Export Company, Hainan Shenhai Group, Hong Kong Super Power Financial Investment Company and China International Capital Corporation (CICC). He holds a B.S. in Economics from Northwest University, an MBA from China Europe International Business School and a DBA from Arizona State University.

Speaker
Michael Spinks, CFA
Co-Head of Multi-Asset Growth, Ninety One

Michael is Co-Head of Multi-Asset Growth at Ninety One (previously Investec Asset Management) . He is also co-portfolio manager for the Diversified Growth and the Global Strategic Managed strategies. Michael’s research responsibilities include equity and fixed income. He joined the firm in London after spending eight years at Schroder Investment Management, where he was a member of the Global Asset Allocation Committee and co-portfolio manager of the Diversified Growth Fund and the Diversified Completion Fund. Prior to joining Schroder Investment Management, Michael worked at Watson Wyatt and was previously a portfolio manager for private clients at Investec Private Bank. Michael graduated from Durham University with a Bachelor of Arts degree (Hons) in Mathematics and Economics.