CAMRADATA

We are delighted to share with you our latest whitepaper - Japanese Equity, View your copy via https://lnkd.in/eCRhw9xW Special thanks to our sponsors Asset Management One International Ltd. & Sumitomo Mitsui DS Asset Management Co., Ltd. and our panellists Ahmed Mohamoud, bfinance, John Lothian, CFA Border To Coast Pensions Partnership, Sandeep S.Jadwani A.C.S.I., CIB, Habib Investment Limited, Patrick McKenna, CFA, CAIA,Mediolanum International - Ireland, Rob Starkey, CFA, Schroders, Michel Perera for their insights and our moderator Elizabeth Pfeuti #Japaneseequity #Japan #Equity #whitepaper #roundtable

To help clients achieve optimal results and mitigate volatility, our investment strategy involves curating a selection of best-in-class managers picking their highest conviction 10 - 20 stock ideas. Fabio Cecutto, CFA, our Head of Listed Equity, discusses how we combine our managers' best-idea portfolios in CAMRADATA's latest Global Equities Whitepaper. Learn more: https://ow.ly/HKVm50SXztw #investments #equity #GlobalEquity #AssetManagement #WTWINV_EMEA

This month, Sumitomo Mitsui DS Asset Management joined in the CAMRADATA Japan Equity roundtable in London. Wataru Ogihara, our Global CIO, shared his views on current market opportunities, inflation, corporate reforms, and demographic changes.   Stay connected for ongoing insights into opportunities shaping Japan’s market landscape.   #AssetManagement #JapanEquity #Camradata

Our Head of Listed Equity, Fabio Cecutto, CFA, was thrilled to participate in CAMRADATA's latest global equity roundtable. The discussion covered research strategies, magnificent concentration, regulatory intervention, and more. Check out CAMRADATA's Global Equity Whitepaper for all the insights: https://lnkd.in/d9HT4RE #investments #equity #GlobalEquity #AssetManagement #WTWINV_EMEA

All CAMRADATA Live subscribers have an exclusive opportunity to connect with 15,000 industry professionals each month through our newsletter. Don’t miss the chance to showcase your expertise—upload your articles, reports, blogs, videos, and podcasts directly to our Knowledge Bank. Not yet a subscriber? Click here https://lnkd.in/egPk5c6G to access the industry's most relevant content and discover how this powerful tool can enhance your visibility and influence. #KnowledgeBank #IndustryInsights #ExpandYourReach #CAMRADATA

We are delighted to announce the release of our latest whitepaper - Global Equity. View your copy here https://lnkd.in/d9HT4RE Special thanks to our sponsors Barclays Private Bank, Evenlode Investment & UBP - Union Bancaire Privée and participants James Jackson, CFA, Aon, Teodor Dilov LCP and Fabio Cecutto, CFA WTW and our moderator Brendan Maton To become involved in our future roundtables get in touch with us via [email protected] #whitepaper #roundtable #globalequity

One of my favourite aspects of our industry is the constant flow of new ideas and big brains that steep themselves in this innovation. This was in spades at todays CAMRADATA roundtable which focussed on Healthcare & Life sciences. An area of focus at both governmental and societal level, being a beneficiary of the AI explosion and with stats that are relatively accessible : there’s a lot to unpick within the sector. Many thanks to Michael Toft and Allan Marchington for sharing their expertise. Also to Patricia Ward , Clay Lambiotte and Scott Anderson for the work both they and their firms are involved in when researching the asset class.

How are allocators navigating investments in the healthcare sector? Do they approach it as a standalone opportunity or as part of a broader strategy. Next week’s CAMRADATA roundtable will dive into these questions and more, in partnership with Intermediate Capital Group (ICG) and Octopus Investments. #HealthcareInvestment #CAMRADATA #Roundtable #ICG #OctopusInvestments #InvestmentStrategy

Just released! Our Emerging Market Debt whitepaper. Read in full here https://lnkd.in/d9HT4RE Huge thanks to our sponsors Artisan Partners and Pictet Asset Management and our participants Rickey Thevakarrunai, CFA bfinance, Nick Cooney LCP, Paul Amer, CFA MS Amlin, Rima Sen WTW and our moderator Elizabeth Pfeuti To have your say and to become involved in our future whitepapers, reach out to us via [email protected] #EmergingMarketDebt #whitepapers #roundtables

Just released! our China Equity whitepaper. View your copy here https://lnkd.in/d9HT4RE special thanks to our sponsors China Asset Management Co., Ltd. and Sumitomo Mitsui DS Asset Management Co., Ltd. and our panellists Lucinda Downing, Aon, Biswajit Dasgupta, Asas Capital, Robert Doyle, bfinance, Andrea Federici,Kallisto Partners, Robin You, RisCura and our moderator Elizabeth Pfeuti To find out more about joining one of our roundtables, reach out to us via [email protected] #ChinaEquity #roundtable #whitepaper