Browse communities
Presenting a webinar?
Share this content

Investment Trusts: Beyond the Conventional

Best Advice: Closed-end Fund Forum
One of the key advantages of an investment trust (IT) is the ability to manage illiquid assets.

In this webconference, we look at the arguments for using the non conventional strategies utilising the uniqueness of the IT structure, such as diversification, return potential and accessing faster growth or higher income. It will also consider the discount problem, a particular issue with illiquid ITs.
May 16 2012
60 mins
Investment Trusts: Beyond the Conventional
Commodities Private equity Infrastructure Income
More from this community:

UK Financial Advisers

Webinars and videos

  • Live and recorded (1039)
  • Upcoming (57)
  • Date
  • Rating
  • Views
  • Conference ID: 95511591

    PARTICIPANTS' DIAL IN TELEPHONE NUMBERS:

    UK Free Call: 0844 493 3800
    UK Standard International: +44 (0) 1452 555 566
    USA Free Call: 1866 966 9439
    Australia Free Call: 1800 020 199
    Austria Free Call: 0800 005 311
    Belgium Free Call: 0800 408 64
    Canada Free Call: 1866 966 0399
    China (North) Free Call: 1080 071 218 19
    China (South) Free Call: 1080 012 018 13
    France Free Call: 0805 632 056
    Germany Free Call: 0800 101 4960
    Greece Free Call: 0080 012 6060
    Hong Kong Free Call: 8009 687 77
    Italy Free Call: 8009 874 96
    Luxembourg Free Call: 8002 7512
    Netherlands Free Call: 0800 023 5091
    Norway Free Call: 8001 9414
    Singapore Free Call: 8001 203 988
    South Korea Free Call: 0079 844 312 22
    Spain Free Call: 8000 995 39
    Sweden Free Call: 0200 890 171
    Switzerland Free Call: 0800 828 006
    Taiwan Free Call: 0080 112 6902
    Read more >
  • Webconference
    Read more >
  • Following the credit crunch, the developed nations are burdened with massive debts, low growth, weakened economies - and several have already seen their credit ratings downgraded. With low yields, poor credit quality and no sign of an upturn on the horizon, government debts is clearly not the risk-free safe haven it used to be.
    Read more >
  • An update on the strategy and investment views of Steve Davies, manager of the Jupiter Undervalued Fund.
    Read more >
  • Join our strategists who will address critical questions facing emerging market investors:

    - Are the long-term drivers of emerging economies still intact?
    - Has China's soft patch really come to an end?
    - What are the implications of recent monetary policy in Japan for EM?
    - Is emerging market debt still an attractive place for yield?
    - Are European investors structurally underweight EM?

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

    Conference ID: 71202239
    Read more >
  • Low risk investing just got harder..

    In the current economic climate, the job of constructing a low risk portfolio looks even more challenging than ever. With the negative outlook for fixed income, nominal cash returns and an uninspiring property market, where should investors be looking to counterbalance their equity exposure?

    Join David Coombs, Fund Manager of the award winning Rathbone Multi Asset Portfolios, in his live webcast on Thursday 13th June at 11.00am to hear how he is solving this dilemma in the Rathbone Total Return Fund.

    Put your thoughts and questions to David in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.
    Read more >
  • Low risk investing just got harder..

    In the current economic climate, the job of constructing a low risk portfolio looks even more challenging than ever. With the negative outlook for fixed income, nominal cash returns and an uninspiring property market, where should investors be looking to counterbalance their equity exposure?

    Join David Coombs, Fund Manager of the award winning Rathbone Multi Asset Portfolios, in his live webcast on Thursday 13th June at 11.00am to hear how he is solving this dilemma in the Rathbone Total Return Fund.

    Put your thoughts and questions to David in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.
    Read more >
  • Piers Hillier, Head of Overseas Equities discusses the Kames Global Equity Income Fund.
    Read more >
  • With markets digesting Japanese stimulus as well as this week's comments from the US Fed, what does this mean for near term inflation expectations and what consideration should investors give to the associated interest rate risk?Senior Portfolio manager, Ian Spreadbury discusses what impact this will have on yields moving forwards, and will highlight what assets currently offer good value relative to risk.
    Read more >
  • With markets digesting Japanese stimulus as well as this week's comments from the US Fed, what does this mean for near term inflation expectations and what consideration should investors give to the associated interest rate risk?Senior Portfolio manager, Ian Spreadbury discusses what impact this will have on yields moving forwards, and will highlight what assets currently offer good value relative to risk.
    Read more >
  • Channel
  • Channel profile

J.P. Morgan Asset Management

Up Down
  • 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.
  • Risks and opportunities in emerging markets Recorded: Jun 13 2013 58 mins
    Join our strategists who will address critical questions facing emerging market investors:

    - Are the long-term drivers of emerging economies still intact?
    - Has China's soft patch really come to an end?
    - What are the implications of recent monetary policy in Japan for EM?
    - Is emerging market debt still an attractive place for yield?
    - Are European investors structurally underweight EM?

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

    Conference ID: 71202239
  • JPM Natural Resources Fund update Recorded: Jun 13 2013 39 mins
    Investors have fallen out of love with natural resources stocks in recent months caused by poor returns from the sector. However, with global growth picking up and valuations in the sector looking attractive, the sector provides a good opportunity for investors to build positions in natural resources stocks.

    Hear Neil Gregson, manager of the JPM Natural Resources Fund, as he provides an update on the commodities sector, how the fund is positioned to take advantage of the recent-sell off in commodity stocks and the compelling long-term value the sector has to offer.
  • Half-Time Review: Which Markets Are Best? Recorded: Jun 12 2013 43 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:
    - Peter Walls, Unicorn Asset Management
    - Phil Doel, F&C Investments
    - Bruce Stout, Aberdeen Asset Management
  • JPM Cautious Total Return Fund update Recorded: Jun 10 2013 28 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) Recorded: Jun 6 2013 29 mins
    Hear Kerry Craig, Market Analyst within the Global Market Insights Strategy Team, as he gives 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 Recorded: May 23 2013 30 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 Recorded: May 22 2013 52 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
  • Investment Trusts - What's Stopping You? Recorded: Mar 22 2013 59 mins
    Complexity? Gearing? Lack of research? Platform pricing? Liquidity? Poor administration? We address some of the major issues and propose solutions in a live panel session where advisers will have the opportunity to question the experts on using investment trusts, asking them difficult questions on the structure. We also look at the knowledge requirements on investment trusts for advisers.

    Moderator: David Harris, Invatrust
    - James Robson, Plutus Wealth Management
    - Adrian Lowcock, Hargreaves Lansdown
    - Tony Yarrow, Wise Investment
    - Roddy Kohn, Kohn Cougar
  • Onside with Gartside (March 2013) Recorded: Mar 21 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.
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.
  • Upcoming webinars (22)
  • Recorded webinars (80)
  • Subscribers (2,115)
Channel RSS feed
Up Down

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Investment Trusts: Beyond the Conventional
  • Live at: May 16 2012 12:00 pm
  • Presented by: Best Advice: Closed-end Fund Forum
  • From:
Your email has been sent.
or close
You must be logged in to email this
OK