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RWC Partners

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  • RWC Equity Income's Ian Lance and Nick Purves on "Is value investing dead?"
    RWC Equity Income's Ian Lance and Nick Purves on "Is value investing dead?"
    Ian Lance and Nick Purves, Portfolio Managers, RWC Equity Income Recorded: Jun 24 2019 37 mins
    The UK equity market is currently at its biggest ever discount versus the MSCI World Index whilst value as a style hasn’t been this cheap versus growth for almost twenty years. In this webinar, Nick and Ian will discuss the rationale for value investing given how out of favour it is and why now might be an attractive entry point to this strategy.

    Below are some of the questions they will address:

    - ‘What will be the catalyst for value to start performing again?’

    - ‘Does technologic disruption mean that value investing is dead?’

    - ‘Does this remind you of 1999 – why might this time be different?’

    - ‘When should I switch from quality in to value?’
  • RWC European Equities Q1 '19 Update
    RWC European Equities Q1 '19 Update
    Graham Clapp and Edward Rumble, Portfolio Managers, RWC European Equity Recorded: Apr 24 2019 59 mins
    Graham and Ed discuss recent fund performance and markets before looking at why they believe there are many reasons to be optimistic about generating alpha from stock picking this year. The Q1 '19 results season is just getting underway; to what extent will soft data points in the macroeconomic environment start to manifest themselves in corporate profitability?

    The statements and opinions expressed in this webinar are those of the author as of the date of publication, and do not necessarily represent the view of RWC Partners Limited. This article does not constitute investment advice and the names shown are for illustrative purposes only and should not be construed as a recommendation or advice to buy or sell any security.

    Past performance is not a guide to future performance. The price of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.
  • RWC Convertible Bonds Update
    RWC Convertible Bonds Update
    Davide Basile, Portfolio Manager, RWC Convertible Bonds Recorded: Apr 8 2019 38 mins
    In this quarter’s update Davide and Justin review the performance and positioning of the RWC convertible bond funds over both Q1 2019 and since their inception. We then discuss the outlook for the asset class looking forward, including how convexity combined with strong issuance can provide attractive opportunities in heightened periods of volatility.
  • Asset TV Interview with RWC Equity Income Portfolio Manager, Ian Lance
    Asset TV Interview with RWC Equity Income Portfolio Manager, Ian Lance
    Ian Lance, Portfolio Manager, RWC Equity Income Recorded: Mar 7 2019 16 mins
    Why rising rates and QT could benefit equity income managers - Asset TV Interview with Ian Lance
  • RWC Partners to launch Next Generation Emerging Markets Fund
    RWC Partners to launch Next Generation Emerging Markets Fund
    James Johnstone, Portfolio Manager, RWC Emerging & Frontier Markets Recorded: Jan 30 2019 56 mins
    Please join us and portfolio manager James Johnstone to hear why we believe the RWC Next Generation Emerging Markets Fund will provide an interesting solution for investors looking to diversity their equity exposure into countries and companies which are likely to be the future drivers of economic prosperity.
  • RWC Emerging  & Frontier Markets On the Road, Turkey, October 2018
    RWC Emerging & Frontier Markets On the Road, Turkey, October 2018
    John Malloy, Portfolio Manager of the RWC Emerging & Frontier Markets Team Recorded: Dec 7 2018 5 mins
    John Malloy, Portfolio Manager of the RWC Emerging & Frontier Markets Team, has recorded the latest edition of "On the Road" on the banks of the Bosphorus in Istanbul, Turkey. Here John talks about the period of macroeconomic adjustment the country is going through before looking at why he and the team remain positive on the long-term potential for investors in Turkey.
  • RWC Emerging & Frontier Markets On the Road, India, November 2018
    RWC Emerging & Frontier Markets On the Road, India, November 2018
    Christopher Siow, RWC EM Analyst Recorded: Dec 3 2018 3 mins
    EM analyst Christopher Siow has recorded another edition of the team’s “On The Road” videos, which he filmed on a recent trip to India.
  • The Science and The Art of Unconstrained Investing
    The Science and The Art of Unconstrained Investing
    Cherry Reynard, Anthony Lawler, Co-Head of GAM Systematic, Ed Rumble, RWC Partners Recorded: Jun 13 2018 52 mins
    Should the man versus machine debate become a man AND machine debate? Financial journalist Cherry Raynard moderates a panel of unconstrained investors from systematic and discretionary asset managers. They will explore what the different approaches can add to portfolios and consider whether they are binary or complementary.

    By listening in to this panel you will gain the following:

    - a deeper understanding of systematic investing and how it differs from discretionary investing.

    - an insight into what both unconstrained and systematic investments can add to client portfolios and how they are equipped to deal with today’s markets.

    - examples of underlying trades in both types of
    portfolios.
  • RWC Emerging & Frontier Markets On the Road, Brazil, March 2018
    RWC Emerging & Frontier Markets On the Road, Brazil, March 2018
    Patricia Dansegar, Head of Latin America Research, RWC Emerging & Frontier Markets Team Recorded: Mar 1 2018 2 mins
    Head of Latin America Research, Patricia Dansegar, has recorded another edition of “On the Road” in Sao Paulo, Rio.
  • RWC Emerging & Frontier Markets On the Road, India, December 2017
    RWC Emerging & Frontier Markets On the Road, India, December 2017
    Jaimin Shah, EM Analyst, RWC Emerging & Frontier Markets Team Recorded: Dec 1 2017 3 mins
    Jaimin Shah, EM Analyst of the RWC Emerging & Frontier Markets Team, has recorded the latest edition of “On the Road” in Mumbai, India.

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