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Old Mutual Global Investors

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  • Anthony Gillham's multi-asset video update - June 2017
    Anthony Gillham's multi-asset video update - June 2017 Anthony Gillham Recorded: Jun 19 2017 8 mins
    In this latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses:

    • How multi-asset portfolios have benefitted from gains in European equities due to an overweight position in the asset class

    • Inflation in the UK, which may rise further if the new government pursues a 'hard' Brexit and dials down on austerity measures

    • How to help mitigate this risk, portfolios are underweight UK government debt and are biased towards financials, both stocks and bonds
  • Old Mutual UK Alpha Fund monthly update with Richard Buxton - June 2017
    Old Mutual UK Alpha Fund monthly update with Richard Buxton - June 2017 Richard Buxton Recorded: Jun 13 2017 44 mins
    Not even a year on since Brexit and, once again, UK voters are being asked to go to the polls. Whatever the outcome of the general election, will equity markets carry on regardless?

    Join Richard Buxton for his regular fund update and his take on what, he believes, the result means for investors and savers alike.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Passcode: 5661358#
  • Old Mutual Absolute Return Government Bond Fund
    Old Mutual Absolute Return Government Bond Fund Huw Davies Recorded: May 31 2017 38 mins
    Please join Huw Davies, investment director, Old Mutual Absolute Return Government Bond Fund, for an update on performance and positioning.

    He will also discuss the political environment and the pricing of market volatility, which is presenting opportunities to hedge tail risks
  • Old Mutual UK Alpha Fund Monthly Update With Richard Buxton - May 2017
    Old Mutual UK Alpha Fund Monthly Update With Richard Buxton - May 2017 Richard Buxton Recorded: May 16 2017 33 mins
    During the call, Richard will discuss how market messaging is decidedly mixed as we enter into the month of May. Investors have seen the Trump trade fade and softer data in the US and UK. But bond yields continue to grind higher, while Europe awakes from its economic slumber…

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

    Participant Dial In Number(s):
    +44 (0) 20 3003 2701 - Standard International Access
    0808 109 0701 - UK Toll Free
    1 877 419 2272 - USA Toll Free

    Access PIN: 9507227#
  • Old Mutual Corporate Bond Fund Update - Q1 2017
    Old Mutual Corporate Bond Fund Update - Q1 2017 Lloyd Harris Recorded: Apr 27 2017 11 mins
    Old Mutual Corporate Bond Fund Update - Q1 2017

    Participant Dial In Number(s):
    +44 (0) 20 3003 2701 - Standard International Access
    0808 109 0701 - UK Toll Free
    1 877 419 2272 - USA Toll Free

    Access PIN: 1038936#
  • Old Mutual Global Strategic Bond Fund Quarterly Update - Q1 2017
    Old Mutual Global Strategic Bond Fund Quarterly Update - Q1 2017 Mark Nash and Nicholas Wall Recorded: Apr 26 2017 47 mins
    Please join Mark Nash and Nicholas Wall, fund managers of the Old Mutual Global Strategic Bond Fund, for their quarterly webcast. During the call, Mark and Nick will discuss the state of the reflation trade, European political risk and the US Federal Reserve’s policy outlook.

    Fund performance and positioning will also be discussed by Michael Sullivan, investment director.

    As always, the team will be happy to take your questions.


    Participant Dial In Number(s):
    +44 (0) 20 3003 2701 - Standard International Access
    0808 109 0701 - UK Toll Free
    1 877 419 2272 - USA Toll Free

    Access PIN: 3019072#
  • Asian Equities update with Josh Crabb
    Asian Equities update with Josh Crabb Josh Crabb Recorded: Apr 26 2017 48 mins
    After a strong performance in the first quarter, there are nevertheless persuasive arguments to say that Asian equities continue to offer significant upside potential this year, especially relative to other markets such as the US. However, what risks lie behind any further protectionist rhetoric from the Trump administration? And how sustainable is the cyclical recovery in China?

    Join Josh Crabb, head of Asian equities at Old Mutual Global Investors, for his quarterly webcast to hear his thoughts on positioning to capture alpha opportunities in this dynamic region.
  • Preparing for the next 'big one'
    Preparing for the next 'big one' Paul Shanta Recorded: Apr 12 2017 41 mins
    Please join Paul Shanta, portfolio manager, Old Mutual Absolute Return Government Bond Fund, for an update on performance and positioning.

    During the call Paul will discuss how the team is seeking to find value in a market increasingly dominated by consensus on the key macroeconomic themes – at the same time as preparing to exploit the next big opportunity.

    Participant Dial In Number(s):

    +44 (0) 20 3003 2701 - Standard International Access
    0808 109 0701 - UK Toll Free
    1 877 419 2272 - USA Toll Free

    Access PIN: 1328570#
  • Global Equities update call with Dr. Ian Heslop - Q1 2017 (pm)
    Global Equities update call with Dr. Ian Heslop - Q1 2017 (pm) Ian Heslop and Justin Wells Recorded: Apr 6 2017 23 mins
    Please join us on Thursday 6 April for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and Long Only Funds.

    an Heslop, Head of Global Equities, and Justin Wells, Investment Director, Global Equities, will update you on their analysis of the market environment, including changes in risk appetite and style rotation during the first months of the new US administration and as Europe prepares for a series of elections.

    They will detail how the funds have been navigating recent conditions, and as always will be happy to take your questions.
  • Global Equities update call with Dr. Ian Heslop - Q1 2017 (am)
    Global Equities update call with Dr. Ian Heslop - Q1 2017 (am) Ian Heslop and Justin Wells Recorded: Apr 6 2017 26 mins
    Please join us on Thursday 6 April 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, Investment Director, Global Equities, will update you on their analysis of the market environment, including changes in risk appetite and style rotation during the first months of the new US administration and as Europe prepares for a series of elections.

    They will detail how the funds have been navigating recent conditions, and as always will be happy to take your questions.

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