
In this session, our panel of speakers will explore the evolving European equity landscape. From innovation-led industries to sectors benefiting from fiscal initiatives, Europe is showing signs of dynamic growth. We will also discuss how sustainability continues to shape investment strategies, and how traditional sectors such as the defence industry are regaining relevance. As Europe balances growth, sustainability, and resilience, investors are challenged to rethink familiar frameworks.
How can we make sense of these intersecting themes to better understand the future of European equities?
Product Specialist, Managed Solutions Advisory, Bank of Singapore
Alyssa Tay is a Product Specialist in the Managed Solutions Advisory team under the Investment Solutions Group in Bank of Singapore. Prior to joining Bank of Singapore, she was in the private equity investment team of responsAbility Investments AG, a Swiss investment firm focused on impact investing. Prior to responsAbility, she worked at EDBI, the investment arm of the Economic Development Board of Singapore, investing in venture capital funds globally.
Alyssa started her career in asset management with Eastspring Investments, as part of the Product team, focusing on mutual funds selection. Alyssa spent the earlier part of her career in Ernst & Young, advising clients on risk and controls.
Head of Equity Research, Bank of Singapore
Low Pei Han, CFA, is the Head of Equity Research at the Chief Investment Office of Bank of Singapore and she leads a dynamic team of analysts dedicated to delivering insightful, actionable equity research to institutional and private clients.
With over 15 years of experience in the finance industry including her days as a sell-side analyst at OCBC Investment Research, Pei Han brings a wealth of knowledge and a proven track record of identifying investment opportunities across various sectors and markets. She has won awards (Top Stock Pickers, Top Earnings Estimators, Asia’s Best Analyst in Oil and Gas) from the Refinitiv StarMine Analyst Awards by LSEG (London Stock Exchange Group), as well as The Wall Street Journal.
Pei Han is a CFA charter holder. She attained her undergraduate degree from the Tepper School of Business at Carnegie Mellon University and her master’s degree from the Saïd Business School at the University of Oxford.
President, Institutional Client Portfolio Manager, Brandes Investment Partners (Europe) Limited
Adam Mac Nulty serves as President of Brandes Investment Partners (Europe) Limited and Institutional Client Portfolio Manager. With over 30 years of experience in the investment industry, Adam leads client engagement across Europe, the Middle East, and Africa, providing strategic insights into Brandes’ value-oriented investment philosophy and portfolio strategies. He works closely with institutional clients and consultants to ensure investment solutions are aligned with their specific objectives and portfolio guidelines.
Before joining Brandes in 2017, Adam held senior roles at Pioneer Investments, Davy Asset Management, Aviva Investors, and Bank of Ireland Asset Management. He is a CFA Charterholder and holds an M.B.S. in Financial Services from UCD Michael Smurfit Graduate Business School, as well as a B.A. in Economics from University College Dublin.
Head of Equity Investment Directing for Europe, Fidelity International
Matthew Jennings is Head of Equity Investment Directing for Europe and leads the development and articulation of Fidelity's global and regional equity investment capabilities managed from the region. He joined Fidelity in 2011 and has experience that spans UK equities, global equity income strategies, and more recently as cross-asset lead for Fidelity's sustainable investing capabilities.
He is a CFA Charterholder and has completed the CFA Certificate in ESG Investing and Cambridge Institute for Sustainable Leadership course in Sustainable Finance.






