Investment Trusts and Platforms

Best Advice: Closed-end Fund Forum
Platforms are providing better access to investment trusts (ITs) but there are a number of things advisers need to consider such as pricing, costs, choice and timing.

Join moderator Brian Tora, J.P. Morgan’s James Saunders Watson, and a panel of experts from The Platforum, Winterflood and Novia, as they consider:
- How buying through different platforms compares
- Where the best places to buy may be
- How ITs can fit in to asset allocation model portfolios
- How platforms can help the selection process of ITs
Apr 11 2012
51 mins
Investment Trusts and Platforms
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  • Channel profile
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  • Onside with Gartside (July 2013) Jul 18 2013 8:30 am UTC 60 mins
    Hear Nick Gartside, JPM Strategic Bond Fund manager, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.
  • Diversifying Your Income Jul 17 2013 12:00 pm UTC 60 mins
    Why is it important to diversify an income portfolio? What are the challenges of income in a low interest rate environment? Is this likely to change? How is the investment trust industry adapting to investors' income needs? The investment trusts sector offers an increasingly wide range of options to build an income portfolio, including property, infrastructure and emerging market debt in this panel session the speakers explore all the options at your disposal.

    Moderator: David Harris, InvaTrust will be joined by a panel of experts
  • Guide to the Markets: What's ahead? (July 2013) Jul 4 2013 8:30 am UTC 60 mins
    Hear global strategist Tom Elliott give his thoughts on the major issues shaping world markets, as well as answering your questions on the topics affecting the current financial outlook.
  • JPM Multi-Asset Income Fund update Jun 25 2013 8:30 am UTC 60 mins
    Many people rely on their savings to provide an income, whether to pay school fees or to help cover the bills. But today’s low yield environment means your clients may be finding it hard to meet their everyday income needs.

    Hear Olivia Mayell, JPM Multi-Asset Income Fund manager, as she discusses how the fund goes further in search of income, drawing on the global resources of J.P. Morgan Asset Management to seek out yield wherever in the world it is to be found.
  • Onside with Gartside (June 2013) Jun 20 2013 8:30 am UTC 60 mins
    Hear Nick Gartside, JPM Strategic Bond Fund manager, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.
  • JPM Natural Resources Fund update Jun 13 2013 9:30 am UTC 60 mins
    Massive long-term infrastructure programmes mean emerging market demand is fuelling the commodity sector.

    Hear Neil Gregson, manager of the JPM Natural Resources Fund, as he discusses how the fund can give your clients exposure to the many exciting opportunities within the natural resources sector.
  • Half-Time Review: Which Markets Are Best? Jun 12 2013 12:00 pm UTC 60 mins
    The first six months of the year have seen a startling rise in equity markets in spite of the lack of any real improvement in the wider economic environment. But the gains have been focused on certain sectors and geographic regions, while areas such as commodities have significantly lagged. In this panel we ask the following questions of the markets:

    • Is there still value in equity markets and if so, where?
    • What will be the key pinch points for the markets in the second half?
    • Which trusts are best equipped to generate strong returns in that environment?

    Moderator: Szymon Idzikowski, Morningstar will be joined by a panel of industry experts.
  • JPM Cautious Total Return Fund update Jun 10 2013 2:00 pm UTC 60 mins
    Hear portfolio manager, Talib Sheikh, and client portfolio manager, Olivia Mayell, as they provide an update on the JPM Cautious Total Return Fund.
  • Guide to the Markets: What's ahead? (June 2013) Jun 6 2013 8:30 pm UTC 60 mins
    Hear global strategist Tom Elliott give his thoughts on the major issues shaping world markets, as well as answering your questions on the topics affecting the current financial outlook.
  • JPM Global Consumer Trends Fund update May 23 2013 2:00 pm UTC 60 mins
    Changing consumer trends mean new opportunities for investors.

    Join Peter Kirkman, manager of the JPM Global Consumer Trends Fund, as he discusses how your clients can benefit from enduring long-term changes in consumer spending patterns around the world.
  • Sector Innovations: The Changing Face of Investment Trusts May 22 2013 12:00 pm UTC 60 mins
    The investment trust industry is changing: Routes to market are becoming more effective, and platforms more receptive; charging structures are improving; discount mechanisms are modernising; and the structures of trusts themselves are changing. We talk about some of the innovations in the sector, analyse new launches and show how it is meeting the needs of investors.

    Panel:
    - Cherry Reynard (moderator)
    - Hugo Thorman, Ascentric
    - James Saunders Watson, J.P. Morgan
    - Annabel Brodie-Smith, The AIC
  • Carpe DiEM: JPM Emerging Markets Fund update Recorded: May 16 2013 31 mins
    Emerging markets are some of the fastest growing, most dynamic economies in the world today. Indeed, it is predicted that by 2050, Brazil, Russia, India and China will form, along with the US, the world’s five largest economies (BRIC s Monthly Report, Goldman Sachs June 2011).

    Hear client portfolio manager, Claire Peck, discuss how your clients can gain exposure to some of the world’s fastest growing economies.
  • Onside with Gartside (May 2013) Recorded: May 9 2013 28 mins
    Hear Nick Gartside, JPM Strategic Bond Fund manager, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.
  • Guide to the Markets: What's ahead? (May 2013) Recorded: May 2 2013 24 mins
    Hear global strategist Tom Elliott give his thoughts on the major issues shaping world markets, as well as answering your questions on the topics affecting the current financial outlook.
  • The Value of Experience: Investment Trust Managers Recorded: Apr 24 2013 43 mins
    Investment trust managers tend to have a longer tenure than unit trust managers and this session looks to highlight the value of experience and longevity. Drawing out a number of the longest-serving managers in the industry and we ask them to share:

    • Their accumulated wisdom on investment markets
    • How their style and process have changed and adapted through different investment cycles
    • Whether history does repeat itself, or merely rhyme?
    • What have been the hardest markets to negotiate?
  • Emerging market strategy quarterly review Recorded: Apr 18 2013 41 mins
    This strategy webconference hosted by George Iwanicki, our dedicated Emerging Markets Macro Strategist, draws heavily on the discussions we have as a team in our weekly macro calls, monthly asset allocation meetings and proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models. The investment outlook is 12 months and will be updated on a quarterly basis.

    Don't miss this opportunity to hear from our emerging markets specialist and put forward your questions.

    CONFERENCE ID: 26784056
  • Onside with Gartside (April 2013) Recorded: Apr 18 2013 27 mins
    Hear Nick Gartside, JPM Strategic Bond Fund manager, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.
  • JPM Global High Yield Bond Fund update Recorded: Apr 16 2013 23 mins
    High yield valuations are attractive, while strong corporate fundamentals support a low default rate.

    Hear Robert Cook and Thomas Hauser, managers of the JPM Global High Yield Bond Fund, as they discuss the many opportunities beyond investment grade.
  • Guide to the Markets: What's ahead? (April 2013) Recorded: Apr 4 2013 30 mins
    Hear global strategist Tom Elliott give his thoughts on the major issues shaping world markets, as well as answering your questions on the topics affecting the current financial outlook.
  • JPM Sterling Corporate Bond Fund update Recorded: Mar 28 2013 27 mins
    With interest rates at record lows and inflation still at relatively high levels, income yields from cash and government bonds are currently disappointing.

    Hear JPM Sterling Corporate Bond Fund manager, John Anderson, as he discusses how the fund actively seeks out undervalued bonds issued by companies with strong balance sheets, providing the chance for your clients to earn an attractive real income from a high quality UK bond portfolio
UK Adviser Channel
The official J.P. Morgan Asset Management webconference channel for UK Advisers, Wealth Manager and Paraplanners lets you stay up-to-date with our fund range, the investment markets and major issues currently confronting investors.

To stay up-to-date with our latest webconferences, events, whitepapers and more, follow @JPMAM_UKAdviser on Twitter.
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