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Time to take your medicine
Health care stocks can be volatile, but the greater risk is missing the growth in this sector. Remarkable innovations in biochemistry are changing and saving our live, they could save your portfolio too.

Lawrence G. McDonald is a New York Times bestselling author, CNBC contributor, and Political Risk Expert. He is also the creator of The Bear Traps Report, a weekly independent investment research publication focusing on global political and systemic risk with actionable trade ideas.

Thought-provoking Larry McDonald will discuss his captivating views on the Trump Administration, U.S. Financial Crisis, European Sovereign Debt, and China’s Economic Meltdown – spiced with actionable risk indicators, risk management lessons, sprinkled with humor.

A false dilemma?
Dispelling the myth there is a conflict between sustainability and investment returns. With powerful environmental and social megatrends pressuring the global economy, investing through a lens of sustainability has the potential to protect portfolios from disruption and lead to better investment outcomes.

The dangers of benchmark investing in Global Emerging Market Equities.
Within global emerging market equities, as in other equity classes, there has been a significant shift towards passive investing. Exchange-traded funds (ETFs) that track emerging market assets now represent almost a fifth of total emerging market mutual fund assets, up from over a tenth just two years ago. The incremental flow of dollars to the asset class has overwhelmingly voted against active management by a factor of two to one. We believe that there are some key drawbacks of benchmark investing. Long-term investors with an absolute return mindset may be wise to question the prevailing orthodoxy.

An Audience with Gideon Rachman
Gideon Rachman is chief foreign affairs commentator for the Financial Times. Based in London, Gideon translates his extensive travels and his remarkable access to world leaders into an insider’s view of global events. He speaks authoritatively about economics, politics, and globalisation as they apply to Asia, Europe, the Middle East, the Americas, and more. At the FT, Gideon writes a weekly column on international politics as well as feature articles. He has reported for the FT from all over the world. Before joining the FT in 2006, he worked for The Economist for 15 years in a range of jobs, including as a foreign correspondent in Brussels, Bangkok and Washington, and as business editor. His book Zero-Sum World, about the future of international relations, was published in the UK in late 2010. The New York Times called it "perhaps the best one-volume account now available of the huge post-communist spread of personal freedom and economic prosperity." The Independent called it "an important timely book that should be obligatory reading for all interested in what is happening beyond our shores."

Do safe blue chip stocks exist anymore?
In a world of accelerating disruption powered by artificial intelligence half the S&P 500 is forecast to be replaced over the next decade. Industries will be transformed and many incumbent business models will cease to exist.

The economic backdrop for markets in 2018
Monetary trends and cyclical analysis suggested that 2017 would be a good year for the global economy but initial indications are that 2018-19 will prove more challenging. Simon Ward will provide an update on the latest signals for growth / inflation prospects and consider the implications for policy and investment trends.

Everybody hates us, we don't care
The UK equity market is currently being shunned by the global investment community due to obvious fears over slow economic growth, a consumer under pressure, political uncertainty and Brexit fears. Neil and Indri will explain how the international nature of UK equities and their focused approach of selecting high quality growth companies, particularly in the mid cap market, has and should continue to deliver capital growth for investors.

Uncovering the winners of tomorrow
Historically, smaller companies have, in aggregate, outperformed the returns of their large cap peers over the longer term. Higher margins and superior growth profiles, often coupled with long term oriented family ownership, provides an environment that can deliver for investors. Rory Stokes explains order to use the noisy politics of Europe and instead focus on the exciting companies that will be the success stories of the future.

Is mean reversion really dead?
John Bennett explains why his investment philosophy remains an ‘iron law’ and often shows its mettle when the tide goes out.

Digital is eating the world
We are witnessing the rise of the digital economy. Every industry, in different shapes and forms, is going through this process of transformation. The transition is creating a corporate world of stark contrasts between the haves and the have nots. Doug Rao explains that aligning your portfolio with companies on the right side of this digital divide will continue to be one of the most powerful investment themes to shape the years to come.

Dreaming of Electric Sheep
Artificial intelligence (AI) is the next paradigm shift in technology after the internet and the cloud, which are both still in full swing. Together, these technologies are rapidly transforming our world and disruption is accelerating. Like prior technology waves AI will be more disruptive and impact a broader range of industries. Who is at risk? Where is the investment opportunity?

Energy for Performance: Build Stronger bonds between you and your clients with John Evans. Jr
Managing energy is key to achieving extraordinary results, both for you and your clients. Our Janus Labs programme provides you with solutions to help build a stronger bond by giving you the tools and insights into deepening client engagement.

The Energy for Performance workshop has been developed in conjunction with the Human Performance Institute, who work with some of the world’s top athletes. Fundamental traits of any athletes training programme is around measuring technique and how you can use that measurement to improve performance moving forwards, allowing them to become world-class in their field. What the Energy for Performance workshop looks at is how we can adapt these same core values and apply them to corporate life, managing both physical and mental energy to take you and your clients to the next level.

 Led by John Evans Jr, Executive Director of Janus Labs, throughout the 30 minute session John will address some of the key principles in performance management, including:



• Managing Time Vs Energy


• Addressing the four levels of energy performance in order to develop and become extraordinary


• Stress Awareness and Management


• Strategic Recovery



Human Performance Institute

The Human Performance Institute (HPI), have a proven track record for improving the productivity of elite performers. The company was co-founded by renowned performance psychologist Dr. Jim Loehr, bestselling author of the “Power of Full Engagement” and Dr. Jack Groppel, an internationally recognized authority on human performance, fitness, and nutrition, and author of the “Corporate Athlete. ”The Human Performance Institute’s science-based approach to fully engaging people’s talent and skill grows out of over 30 years of experience in the arena of high performance, having successfully worked with an array of world-class performers from the worlds of business, sport, medicine, law enforcement and the military, including Special Forces and FBI Hostage Rescue teams.

Sustainability as an investment strategy
Hamish Chamberlayne will discuss why a global investment strategy based on sustainability can add value to investor portfolios while also providing diversification benefits. He will provide an update on global investment themes and highlight the risks and opportunities arising from a period of unprecedented disruption, with technology now impacting every sector of the economy.

A blueprint for tomorrow’s world
Ainslie McLennan takes a look at the projected returns for the UK commercial property sector and how the team is shaping the fund to capture the trends associated with how we live, work and consume in the UK. Of particular importance is maintaining a relevant and secure tenant base and through examples Ainslie demonstrates how this is achieved through careful relationships and asset management.

Plus ça change
French provides a great expression for the more things change, the more they stay the same. Are volatility drivers really new or are we just re-treading history? In this presentation, Luke Newman explores the factors that are shaping markets and how a long/short approach can help navigate uncertain times.

Asia − validating the investment case
Having undergone a dramatic transformation over the last twenty years, Asia is a key driver of global economic growth yet remains overlooked by many investors. Following improved corporate earnings growth leading to strong market performance in 2017, flows are now returning to the region. Is the investment case still solid? How are Asian companies taking advantage of strong economic growth? Where are the most rewarding opportunities?

Global Equities - focusing on the predictable
Go into any gallery and many of the paintings look quite rough and disjointed up close; it is only as you step back that your brain begins to connect the bigger picture. In this presentation, Ian Warmerdam and Steve Weeple provide insights into how their investment process ensures they take a long-term perspective, identifying strong and high quality franchises with secular themes that should stand the test of time.

China − how far along the road from fear to greed are we?
China outperformed in 2017. Did you do anything about it? Charlie Awdry explains the resilience of Chinese equities, explores how the current market upswing is evolving and shares some of the different investment opportunities available across US, Hong Kong, Shanghai and Shenzhen-traded China shares. 2018 sees Shanghai and Shenzhen A-shares enter MSCI benchmarks, increasing the range of investable high quality Chinese companies.

"Everybody hates us, we don't care"
The UK equity market is currently being shunned by the global investment community due to obvious fears over slow economic growth, a consumer under pressure, political uncertainty and Brexit fears. Neil and Indri will explain how the international nature of UK equities and their focused approach of selecting high quality growth companies, particularly in the mid cap market, has and should continue to deliver capital growth for investors.

Fear of bonds: the pandemic continues
Will the persistent misforecasting of bond yields continue for yet another year in 2018? When will default rates ever begin to pick up in this cycle? Having been dismissive of the much-hyped reflation trade in January 2017, Jenna Barnard and John Pattullo will update investors with their thoughts for the bond markets and reflect on their presentations at previous New Year conferences, which now date back nine years.

The dangers of benchmark investing in Global Emerging Market Equities.
Within global emerging market equities, as in other equity classes, there has been a significant shift towards passive investing. Exchange-traded funds (ETFs) that track emerging market assets now represent almost a fifth of total emerging market mutual fund assets, up from over a tenth just two years ago. The incremental flow of dollars to the asset class has overwhelmingly voted against active management by a factor of two to one. We believe that there are some key drawbacks of benchmark investing. Long-term investors with an absolute return mindset may be wise to question the prevailing orthodoxy.

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