Franklin Templeton
UK Investment Conference
Tuesday, 6 February 2024
The May Fair Hotel, London
Register now
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.
Please join us at the Franklin Templeton UK Investment Conference, taking place on 6 February 2024 at the May Fair Hotel, London. Our first since the successful integration of Legg Mason.
You can tailor-make your day by selecting four breakouts from our line-up. This features fund managers from traditional equity and fixed income solutions to ETFs and alts and was built with our UK clients in mind.
Nimble where it matters, Franklin Templeton is a totally different business today. Managing around US$1.5 trillion, our network of investment managers are all backed by our global infrastructure. Register today and say 'hello progress'.
| Time | Session |
|---|---|
| 09:00 | Light breakfast and registration |
| 09:30 |
Introduction Martyn Gilbey - UK Country Head |
| 09:35 |
Macro overview Kim Catechis - Investment Strategist, Franklin Templeton Investment Institute |
| 10:05 |
Panel discussion hosted by Kim Catechis Michael Browne - Global Head of Investment Strategy, Martin Currie Annabel Rudebeck - Head of Non-US Credit, Western Asset Shane Hurst - Managing Director, ClearBridge Investments |
| 10:40 | Coffee break |
| 11:00 | Breakout session 1 |
| 11:40 | Breakout session 2 |
| 12:15 | Lunch |
| 13:00 |
Main platform presentation India: a multi-decade investment opportunity Robert Crossley - Head of Industry Advisory Services Murali Yerram - Vice President, Portfolio Advisory Services Sophie Andrews - Business Development Director, UK Strategic Partnerships |
| 13:40 | Breakout session 3 |
| 14:20 | Breakout session 4 |
| 15:00 |
A conversation with Ed Balls hosted by Martyn Gilbey, Senior Director & UK Country Head |
| 15:40 |
Closing remarks Harry Reeves - Head of Sales – UK Wholesale |
| 15:45 | Networking drinks |
Select four from the following breakouts
FTF ClearBridge Global Infrastructure Income Fund
Shane Hurst
Infrastructure companies are Ordinary companies making an extraordinary impact on society. Hear why the powerful forces of De-carbonisation, De-globalisation and Digitalisation are driving multi decade growth in infrastructure companies. Infrastructure as an asset class could offer diversification, defence against inflation and rising interest rates - learn how it can fit into your portfolios.
FTF Martin Currie UK Equity Income Fund
Ben Russon & Jo Rands
After a period on the side lines, UK large cap investors are once again enjoying fortune as macroeconomic drivers play into the hands of the asset class's unique characteristics. Hear the reasons why portfolio managers Ben Russon and Jo Rands are excited for the prospects from here, and why UK large caps remain a natural hunting ground for equity income.
FTF Martin Currie Global Long Term Unconstrained Fund
Zehrid Osmani
Zehrid Osmani, Head of the GLTU Equities team at Martin Currie, explains where the team sees interesting quality growth thematic opportunities within our three mega trends.
FTF ClearBridge US Equity Income Fund
Mike Clarfeld
The market's strong performance in 2023, coupled with high valuations and a potentially restrained capital appreciation outlook for 2024, underscores the importance of strategic investment choices. Mike Clarfeld's insights will shed light on the dynamic aspects of dividend portfolios, underscoring the value of a diversified portfolio of high-quality dividend compounders and their enduring value over time.
Templeton Emerging Markets Investment Trust
Andrew Ness
The IMF projected that emerging market economies would generate 65% of global growth. Against this backdrop, their youthful and digital-savvy populations are creative massive opportunities for innovation across a number of globally relevant sectors.
Templeton Global Climate Change Fund
Craig Cameron
Craig Cameron explores the rationale for investing in companies tackling climate change and why this decade will see significant industry disruption. He discusses how investors can benefit from these trends, and why the concept of avoided emissions should be considered when constructing a portfolio with positive environmental impact.
FTGF Royce US Small Cap Opportunity Fund
Jim Stoeffel
U.S. Small Caps have lagged their Large Cap cousins in recent years, resulting in historically low absolute and relative valuations. Yet the current macroeconomic backdrop, including a potential turning point in monetary policy, stronger earnings as well as powerful secular tailwinds such as the re-shoring under way across various sectors of the U.S. economy could herald a much stronger period for the asset class.
FTGF ClearBridge US Equity Sustainability Leaders Fund
Mary Jane McQuillen, Head of ESG and Portfolio Manager
With a focus on attractive fundamentals and sustainable practices Mary Jane McQuillen explores sustainable opportunities in the US Equity Market. While navigating the evolving economic landscape, she explores how potential positive catalysts like cooling inflation and a Fed pivot, may underscore opportunities through an integrated fundamental investment process. Discover the insights driving a forward-looking investment strategy for a sustainable future.
FTF Martin Currie UK Mid Cap Fund and FTF Martin Currie UK Smaller Companies Fund
Richard Bullas & Dan Green
Investors overwhelmed by negative headlines run the risk of missing out on opportunities within UK small and mid caps. When markets are driven by indiscriminate selling pressure, portfolio managers Richard Bullas and Dan Green believe that this broadens the scope for a rebound among stocks that retain their fundamental attractiveness. Richard and Dan will discuss the reasons to believe in UK small and mid caps and where they are finding opportunities.
In their first 12 months managing the FTF Martin Currie Japan Equity Fund, Reiko Mito and Paul Danes have navigated an historic period in the region - a rapidly evolving economic climate has seen the return of inflation, central bank tightening and other emergent stimuli for the 'New Japan'. Reiko will discuss the highs and lows of their year and how they are interpreting the 'New Japan' philosophy going forward.
Franklin Sustainable Euro Green Bonds UCITS ETF
David Zahn
The last year has been tough for the whole fixed income universe - green, social and sustainability bonds were no exception. David Zahn, lead portfolio manager, will make the case for green bonds and why this could be an interesting moment to start adding longer-duration securities, such as sustainable bonds, to investor portfolios.
Franklin K2 Athena Risk Premia UCITS Fund
Paul Fraynt
How liquid uncorrelated strategies can help you navigate the economic cycle. Systematic strategies offer disciplined approach to return harvesting across assets.
FTF Brandywine Global Income Optimiser Fund
William Vaughan
Global central banks are walking the tightrope of financial stability on one side and bringing inflation under control on the other. Will Vaughan will walk you through the global macro environment and illustrate where Brandywine Global see both value and opportunities within global fixed income.
After years of low yields and tight spreads, investment-grade credit repriced meaningfully in 2022. Yet with danger still lurking around every corner, where are the best opportunities for conservative investors within corporate credit?
Head of Non-US Credit
Western Asset
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Co-Head, UK Equities (Large Cap)
Martin Currie
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Product Specialist
Western Asset Management Company Limited
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Portfolio Manager
Templeton Global Equity Group
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Vice President, Portfolio Manager - UK Equity
Martin Currie
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Head of Sustainable Investment & Europe, Fixed Income
Franklin Templeton Fixed Income
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Portfolio Manager, Principal
Franklin Templeton
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Portfolio Manager & Research Analyst
Martin Currie
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Investment Strategist
Franklin Templeton Institute
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Head of ESG and Portfolio Manager
ClearBridge Investments
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Global Head of Investment Strategy and Oversight
Martin Currie
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Managing Director, Portfolio Manager
ClearBridge Investments
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Vice President, Portfolio Advisory Services
Franklin Templeton
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Head of Direct Trading and Quantitative Investment Strategies
K2 Investment Research Management
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Head of Japan Strategy and Research
Martin Currie
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Co-Head, UK Equities (Small & Mid-Cap)
Martin Currie
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Head of Industry Advisory Services
Franklin Templeton
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Managing Director
ClearBridge Investments
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Business Development Director, UK Strategic Partnerships
Franklin Templeton
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Associate Portfolio Manager & Senior Research Analyst
Brandywine Global
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Head of Global Long-Term Unconstrained
Martin Currie
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Portfolio Manager
Franklin Templeton
Read BioThe conference will take place at:
May Fair Hotel London
Stratton Street
London
W1J 8LT
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