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Old Mutual Global Investors

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  • Old Mutual UK Alpha update webcast with Richard Buxton - February 2018
    Old Mutual UK Alpha update webcast with Richard Buxton - February 2018 Richard Buxton Recorded: Feb 14 2018 30 mins
    Please join Richard Buxton, head of UK equities, for his monthly webcast.

    Barely a month into the new year and, already, the talk is of rising bond yields. But pace is everything.

    During the call, Richard will be discussing whether gently rising bond yields will continue to accommodate positive economic data, or whether investors will be spooked by the return of the inflation genie, courtesy of rising oil prices. As always, Richard will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password: 57872
  • Q4 Creation & Generation Portfolios Update
    Q4 Creation & Generation Portfolios Update Anthony Gillham Recorded: Jan 31 2018 48 mins
    Anthony Gillham will discuss key performance drivers of the Creation and Generation portfolios, as well as provide a market update.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode: 57426
  • Old Mutual Absolute Return Government Bond Fund update
    Old Mutual Absolute Return Government Bond Fund update Paul Shanta Recorded: Jan 25 2018 39 mins
    Please join Paul Shanta, co-head, Old Mutual Absolute Return Government Bond Fund, for a webcast in which he will discuss performance and positioning in the fourth quarter and over 2017 in general.

    Paul will also discuss the rates market outlook for 2018, touching on those areas where the team sees the greatest opportunities as the process of monetary-policy normalisation in developed markets grinds on.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password: 57153
  • Old Mutual Corporate Bond Fund Q4 2017 update
    Old Mutual Corporate Bond Fund Q4 2017 update Lloyd Harris Recorded: Jan 24 2018 19 mins
    Please join Lloyd Harris, manager of the Old Mutual Corporate Bond Fund, for a review of the fund over the last three months.

    Lloyd will discuss his market outlook in the wake of the latest Brexit negotiations. He will also detail how he has been positioning the fund, and review performance over the last quarter.

    As always, Lloyd will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode: 57016
  • Old Mutual UK Alpha Fund Monthly Update
    Old Mutual UK Alpha Fund Monthly Update Richard Buxton Recorded: Jan 22 2018 38 mins
    For the majority of equity investors, 2017 ended with a bang not a whimper. A combination of accelerating economic growth and low inflation, coupled with a willingness to take on more risk in the search for yield underpinned share prices. Will investors witness more of the same in 2018? Alternatively, how acceptable is the premise that higher valuations will typically lead to lower returns?

    Join Richard Buxton, head of UK equities, and manager of the Old Mutual UK Alpha Fund for his first webcall of the new year.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode - 57018
  • Old Mutual Global Investors 2018 fixed income outlook
    Old Mutual Global Investors 2018 fixed income outlook Mark Nash and Nicholas Wall Recorded: Jan 18 2018 32 mins
    Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, for a webcast in which they will discuss the outlook for fixed income markets in 2018.

    They will assess the macroeconomic backdrop and the prospects for further monetary-policy normalisation in advanced economies – highlighting the opportunities and challenges this process may present. Mark and Nicholas will also touch on performance and positioning over the fourth quarter.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode - 57019
  • Global Equities update with Ian Heslop - Q4 2017 PM
    Global Equities update with Ian Heslop - Q4 2017 PM Ian Heslop and Justin Wells Recorded: Jan 10 2018 35 mins
    Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long-only funds.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

    They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.
  • Global Equities update with Ian Heslop - Q4 2017 AM
    Global Equities update with Ian Heslop - Q4 2017 AM Ian Heslop and Justin Wells Recorded: Jan 10 2018 32 mins
    Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long-only funds.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

    They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.
  • Multi-Asset December Update Video
    Multi-Asset December Update Video Sacha Chorley Recorded: Dec 13 2017 6 mins
    In the latest Old Mutual Global Investors multi-asset video update, portfolio manager Sacha Chorley discusses:

    •The passage of US tax bill in Senate suggests ‘Trump trade’ may be reignited

    •Sector rotation within US stock market has boosted performance within multi-asset portfolios

    •Our continued cautious stance on duration and our overweight European, Japenese and Emerging Market equity positions
  • Dollar-driven debt markets
    Dollar-driven debt markets John Peta and Nick Wall Recorded: Nov 21 2017 5 mins
    John Peta and Nick Wall discuss how US monetary policy could impact developed and emerging market debt.

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