The prospect of a global recession, ongoing central bank tightening and stubbornly high inflation, combined with the backdrop of still elevated valuations in many equity markets, improves the attractiveness of investment approaches that seek to generate diversifying returns from a variety of sources, including flexible asset allocation. In this session, Alex Holroyd-Jones, portfolio manager, will describe how the Ninety One Global Macro Alternative fund, a discretionary macro strategy, has been designed to generate attractive returns throughout the cycle, and how it is well placed to navigate the current difficult environment.
Ninety One
Rodger is the Sales Director for London within the UK Client Group at Ninety One. He is responsible for distribution to discretionary wealth managers and stock brokers as well as multi managers and private banks. Prior to joining Ninety One in 2001, Rodger began his career in the financial services industry in 1997 with Bell Lawrie in Edinburgh where he trained as a stockbroker. Rodger has passed the Registered Representatives exam from the Securities Institute, and holds the Investment Management Certificate (IMC) and FPC Qualifications from the Chartered Insurance Institute.
Ninety One
William (Wil) is a Sales Director within the London Wealth team at Ninety One. He is responsible for assisting the distribution of Ninety One funds to discretionary wealth managers, multi manager and private banks in London. Prior to joining Ninety One, Wil began his career in 2010 as an investment manager at Brewin Dolphin where he looked after discretionary portfolios for high net worth individuals. Wil has passed his CISI Level 7 Chartered Wealth Manager qualification and also holds the CISI Diploma in Investment Advice (IAD).