Emerging Markets Bond Fund - July 2012

Asset Allocation Director, Trevor Greetham provides his latest views on global markets, what this indicates for the investment clock model and how this is impacting his positioning across asset classes and regions.

VIDEO - In search of good quality companies

Nick Price, Portfolio Manager for the FF/FIF EMEA Fund will be giving an update on recent performance, his views on Emerging Europe, Middle East & Africa (EMEA) equities and how he has positioned the portfolio

Nick Price, Portfolio Manager for the FF/FIF EMEA Fund will be giving an update on recent performance, his views on Emerging Europe, Middle East & Africa (EMEA) equities and how he has positioned the portfolio.

“ Abenomics” has clearly changed short-term sentiment and reflationary expectations are starting to brew. Alex will discuss the timely topic of “Abenomics” and its implications to Japan’s growth potential both at macro and micro levels.

His presentation covers the following four themes:
-Three arrows of Abenomics
oMonetary policy: Is 2% CPI target attainable? How significant is the switch from deflation to inflation?
oFiscal/tax policy: Short-term stimulus spending vs long-term fiscal deficit
oGrowth policy: Realistically how much can be achieved?
-Do demographics matter?
-What are valuations in Japan factoring in? Is the current excitement justified?
-Thoughts on the future of corporate Japan

“ Abenomics” has clearly changed short-term sentiment and reflationary expectations are starting to brew. Alex will discuss the timely topic of “Abenomics” and its implications to Japan’s growth potential both at macro and micro levels.

His presentation covers the following four themes:
-Three arrows of Abenomics
oMonetary policy: Is 2% CPI target attainable? How significant is the switch from deflation to inflation?
oFiscal/tax policy: Short-term stimulus spending vs long-term fiscal deficit
oGrowth policy: Realistically how much can be achieved?
-Do demographics matter?
-What are valuations in Japan factoring in? Is the current excitement justified?
-Thoughts on the future of corporate Japan

Conference ID: 54140942

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Taiwan Free Call: 0080 112 6902

Haussmann Holdings Q1-13 Update & Outlook by the Fund Manager

Ever wondered why clients are not more excited about what you can do for them? It may have to do with the package of services you are offering and a failure to hit their most important issues. Tune in to find out how to design service packages that will really resonate with your client base.

Mirabaud Opportunities - Emerging Markets Q1 2013 Update and Outlook by the Fund Manager