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Old Mutual Global Investors

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  • Is now the time for European small caps to deliver?
    Is now the time for European small caps to deliver? Ian Ormiston Recorded: Sep 19 2018 44 mins
    Some European smaller companies are delivering value, quality and consistent returns despite challenges that include trade tensions, weak commodity prices and Italian political drama. Join Ian Ormiston, manager of the Old Mutual Europe (ex-UK) Smaller Companies Fund, on this webcast as he gives an update on the fund positioning, including the outperformers and underperformers, and the macroeconomic ups and downs in the region.

    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: 61543
  • Old Mutual UK Alpha Fund update with Richard Buxton - July 2018
    Old Mutual UK Alpha Fund update with Richard Buxton - July 2018 Richard Buxton Recorded: Jul 26 2018 34 mins
    Please join Richard Buxton, head of UK equities, for his monthly webcast.

    As the second quarter earnings season gets fully underway, investors will have a chance to monitor the health of the global economy. Have trade wars dented company confidence? Or, will the strength of the US be sufficient to support economic momentum for now?

    As always, Richard will be happy to answer any questions you may have.

    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: 60548
  • Global Equities update with Ian Heslop - Q2 2018 PM
    Global Equities update with Ian Heslop - Q2 2018 PM Ian Heslop and Justin Wells Recorded: Jul 5 2018 26 mins
    Please join us on Thursday 5 July for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team, including the Global Equity, North American Equity and Asia Pacific 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 political uncertainty, and changes in investor sentiment and appetite for risk.

    They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.
  • Global Equities update with Ian Heslop - Q2 2018 AM
    Global Equities update with Ian Heslop - Q2 2018 AM Ian Heslop and Justin Wells Recorded: Jul 5 2018 29 mins
    Please join us on Thursday 5 July for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team, including the Global Equity, North American Equity and Asia Pacific 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 political uncertainty, and changes in investor sentiment and appetite for risk.

    They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.
  • Old Mutual UK Alpha Fund update with Richard Buxton - June 2018
    Old Mutual UK Alpha Fund update with Richard Buxton - June 2018 Richard Buxton Recorded: Jun 27 2018 31 mins
    With trade tensions escalating, an increasingly hawkish US Federal Reserve and a creatively dovish European Central Bank, stock market volatility is likely to rear its head once more. Richard will discuss which stocks will likely be the winners… and which the losers.

    As always, Richard will be happy to answer any questions you may have.

    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: 59950
  • Old Mutual Multi-Sector Fixed Income update June 2018
    Old Mutual Multi-Sector Fixed Income update June 2018 Mark Nash and Nicholas Wall Recorded: Jun 12 2018 34 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.

    During the call, Mark and Nicholas will discuss:

    •Why they think the move higher in bond yields is over for now, and what this means for other assets

    •The opportunities available from the pockets of value created on parts of the US curve and in certain riskier bond assets

    •Whether a period of higher volatility is really set to persist for the rest of 2018 or if expectations of this are being overplayed

    •The performance and positioning within the Old Mutual Global Strategic Bond Fund and the Old Mutual Strategic Absolute Return Bond Fund year to date

    As always, Mark and Nicholas 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: 59488
  • Old Mutual Global Investors UK Mid & Small Cap Equities Update May 2018
    Old Mutual Global Investors UK Mid & Small Cap Equities Update May 2018 Dan Nickols and Richard Watts Recorded: Jun 6 2018 47 mins
    Please join Dan Nickols, head of UK mid & small cap equities and manager of the Old Mutual UK Smaller Companies Fund, and Richard Watts, manager of the Old Mutual UK Mid Cap Fund, for an update on how they view opportunities among UK small and medium-sized companies.

    During the call Dan and Richard will also set out how, and why, the team is positioned for the current environment both from a sector and stock perspective.

    Dan and Richard will also be happy to take your questions at the end of the call.

    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: 59183
  • Old Mutual Europe (ex UK) Smaller Companies update with Ian Ormiston - May 2018
    Old Mutual Europe (ex UK) Smaller Companies update with Ian Ormiston - May 2018 Ian Ormiston Recorded: May 23 2018 48 mins
    Please join Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund, for live webcast.

    With economic growth losing some momentum in the eurozone, how does this impact European smaller company investors? Ian Ormiston touches on the macroeconomic outlook for his asset class, and explains how the Old Mutual Europe (ex UK) Smaller Companies Fund is positioned currently. Ian will be happy to take your questions at the end of the call.

    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 - 59188
  • Old Mutual Absolute Return Government Bond Fund Q1 2018
    Old Mutual Absolute Return Government Bond Fund Q1 2018 Paul Shanta and Huw Davies Recorded: Apr 25 2018 29 mins
    Dear Investor,

    Please join us on Wednesday 25 April for our quarterly review call to discuss the performance of the Old Mutual Absolute Return Government Bond Fund (ARGBF) over the first three months of 2018.

    Paul Shanta, senior portfolio manager, and Huw Davies, investment director, will update you on their analysis of the market environment, changes in investor sentiment and appetite for sovereign debt across the globe.

    They will detail how the fund has navigated the last quarter, their outlook for the coming three months, and as always 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: 58983
  • Old Mutual UK Alpha update with Richard Buxton - April 2018
    Old Mutual UK Alpha update with Richard Buxton - April 2018 Richard Buxton Recorded: Apr 24 2018 40 mins
    Please join Richard Buxton, head of UK equities, for his monthly webcast.

    Can UK equities recover from their low-ranking position on the global equity leaderboard? During the call, Richard Buxton will take a look at what could typically drive sector and stock leadership going into the second quarter.

    As always, Richard will be happy to answer any questions you may have.


    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: 58687

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