Global Equities 2008
30 Pavilion Road, London SW1, 26 June 2008
| Programme | |
| 08:30 | Registration and coffee |
| 09:00 | Welcome and introduction |
| 09:05 | MAPPING THE GLOBAL MARKETS Robin Griffiths, Director, Cazenove Capital Management + Using market cycles in global stocks to forecast H2 '08 and beyond + The broader view on emerging markets + The importance of demographics for the longer-term view |
| 09:55 | USING THE VIX TO FORECAST MARKET DIRECTION Antonio Manzini , Investment Solutions EMEA, UBS Asset Management |
| 10:40 | Refreshment Break |
| 11:00 | EQUITY INDICES: CORRELATION SIGNALS WITH BONDS AND FX Max Knudsen, Research Director, PIA-FIRST |
| 11:45 | TREND FOLLOWING TECHNIQUES USING RELATIVE STRENGTH Charles Morris, Head of Absolute Return, HSBC Global Asset Management |
| 12:30 | Lunch |
| 13:30 | ANALYSIS OF FUND FLOWS FOR ASSET ALLOCATION Ryan Kloster, Analyst, Tudor Investments |
| 14:15 | QUANT SYSTEMATIC FUNDAMENTAL STRATEGIES Marco Dion, Equity Quant Research, JPMorgan Chase + Overview of the main strategies employed + The most effective strategies for current markets |
| 15:00 | Refreshment Break |
| 15:30 | TECHNICAL OUTLOOK FOR GLOBAL STOCKS Sandy Jadeja, Head of Technical Research, ODL Securities |
| 16:15 | MOMENTUM INVESTMENT STRATEGIES Laurens Swinkels, Senior Researcher, Quantitative Strategies, Robeco |
| 17:00 | End |