This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.
New paradigms in markets require new paradigms in investments
In the challenging new investment world investors are being forced to
broaden their horizons and take a longer-term approach in order to grow
their capital or earn yield. And by locking in their capital for longer investors
lose the ability to convert their investments to cash at short notice – they give
up liquidity. We believe All Roads can plug this gap in investors’ portfolios.That said, All Roads is much more than just a liquid investment...
Aurèle Storno, Lead Portfolio manager, and Alain Forclaz, Client Portfolio Manager, will present the All Roads strategy: a liquid, diversified multi-asset strategy with a strong focus on downside protection, which we believe to be best-placed to navigate the new fixed income paradigm.
Please join Richard Buxton, head of UK equities, for his monthly webcast.
In his last webcast of 2017, Richard touches on what he’d like to see in the chancellor’s budget, how politics and Brexit will overshadow business and investors’ plans next year and wonders if markets can continue to rise in 2018.
As always, Richard will be happy to take your questions.
Looking Ahead to the 2018 PRI Reporting Cycle
16th November 2017
11:00 AM EST | 8:00 AM PST | 4:00 PM GMT | 5:00 PM CET
Join this one hour webinar discussing the complexities of PRI signatory reporting and emerging trends investors should consider in fulfilling client mandates and meeting their active ownership responsibilities.
• Elina Rolfe, Head of Reporting and Assessment, PRI
• Adrie Heinsbroek, Head of Responsible Investment, NN Investment Partners
• Bruce M. Kahn, PhD, Portfolio Manager, Sustainable Insight Capital Management
• Ulrika Hasselgren, Global Head of Responsible Investment Strategy & ESG Integration, ISS
Moderated by Tony Hay, Publisher, Responsible Investor
Únase a nuestra próxima presentación de Didier Saint-Georges, Managing Director y Miembro del Comité de Inversiones, en la cual presentará nuestra visión así como un resumen de la actual estrategia global de inversión.
This webinar will discuss ESG integration into passive investing and smart beta strategies. The world of index-based investing is in flux as ESG integration into passive is on course to become the norm for new mandates as we enter the era of “Smart Sustainability”.
• The why - rationale from major asset owners on integrating ESG into passive strategies
• Global developments - ESG, sustainability metrics and indexes
• Smart Sustainability - bringing together ESG with smart beta factors
• The challenges - corporate disclosure and access to data
• Corporate engagement - passive funds/indexes driving changes in corporate behavior
• The action and implementation - the pension fund perspective
• Live Q&A with the audience members
David Harris, Head of Sustainable Investment, FTSE Russell
Mark Thompson, CIO, HSBC Bank UK Pension Scheme
Maurice Versaevel, Investment Strategist, PGGM
Moderated by Daniel Brooksbank, Editor, Responsible-Investor.com
Christina Bastin, Portfolio Manager of the Muzinich Asia Credit strategies will provide an update on China, current market conditions and where she sees the investment opportunities, followed by a Q&A.
Even after a good run of performance in the current market cycle, we continue to see opportunities to capture returns from emerging market equities.
Please join us for this 30-minute webcast, where Rina Jha, CFA, Senior Analyst for the Global Emerging Markets Equities team, will discuss the current GEM bull market and explain our thoughts on why we believe there’s still room to run.
Our conversation will cover:
• Fundamental catalysts that should help the EM bull market continue;
• What potential pitfalls we see that could slow the market, including a hawkish Fed, a major “risk off” event or a slowdown in China; and
• The balance of opportunities and risks that favor the continued growth of emerging market equities.
In Richard’s view, we have entered a period of normalisation: growth and inflation are back on the agenda, and central banks are adjusting their policies accordingly.
In this webcast, Richard will discuss where he is currently finding the most compelling opportunities, and will share his latest macro thinking.
Focusing on fundamentals and security selection while embracing inherent market inefficiencies and volatility are hallmarks of PPM America's philosophy.
As a sub-advisor for Eastspring's US investment grade fixed income solutions, Mark Redfearn will discuss key market drivers that have the potential to create practical, rewarding opportunities for investors in various market environments.
Key takeaways will include:
•US investment grade credit market update
•Options when the macro trade has run its course
•Addressing late cycle concerns
•Embracing idiosyncratic risk
FOR PROFESSIONAL CLIENTS ONLY.
In the second of this 2 part series managers from BNY Mellon's specialist investment boutiques explore opportunities in Emerging Markets, in particular frontier markets. In this session Federico Garcia Zamora from Standish, Naomi Waistell from Newton and Colm McDonagh from Insight investment come together to discuss. Hosted by Cherry Reynard
Join Théodore Economou, CIO of Multi Asset and Chairman of LO Pension Fund Investment Committee, and Aurèle Storno, CIO of LO Pension Fund, in this webinar.
Charles St Arnaud, Senior Investment Strategist, will give a macro outlook at the beginning of the webinar.
Théodore and Aurele will then explain Lombard Odier Investment Managers’ innovative approach to asset allocation - our tried and tested ‘outcome-oriented’ approach, which means:
• Putting investors’ desired investment outcomes in the driving seat when constructing their portfolios
• Assembling fit-for-purpose portfolio building blocks according to investors’ objectives
• Finding a new liquid core portfolio allocation; a liquid, diversified multi-asset strategy with a strong focus on downside protection is best-placed to fulfill this role, in our view.
In the first webcast for the Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, Co-Heads of the Strategic Fixed Income Team and Co-Managers of the fund, will expand on their investment philosophy as well as the investment process for the fund; highlighting the performance drivers, which include asset allocation and duration management, and where they look for sensible, reliable income.
The Sustainable Development Goals: A new tool for putting value on values?
Wednesday 8th November, 9:00 EST / 14:00 GMT / 15:00 CET
• The SDGs are 17 aspirational Global Goals launched in 2015 that are gaining traction amongst investors, companies and policy-makers
• Some of the world’s leading investors have started to allocate capital to the SDGs, recognising a new way to identify and unlock value
• New products such as funds and indices themed around the SDGs are in the pipeline or in development
• The SDGs: a new language you need to learn!
Xander den Uyl, Board of Trustees, ABP
Christopher Greenwald, Executive Director, Sustainable and Impact Investing, UBS Asset Management
Carly Greenberg, Senior ESG Analyst, Walden Asset Management
Tim Nixon, Head of Sustainability, Thomson Reuters
Moderator: Daniel Brooksbank, Editor, Responsible Investor
This webinar is presented in partnership with Thomson Reuters
Michael Hasenstab discusses the potential impact of Fed tightening and balance sheet unwinding, widening rate divergences with the eurozone and Japan, political and structural risks across Europe, and opportunities across emerging markets.
For professional investor use only. Not for distribution to retail investors.
Is it possible to generate financial returns at the same time as investing to support positive environmental and social outcomes?
We answer the key questions around how to identify and shape an impact portfolio based on 8 key pillars derived from the UN’s Sustainable Development Goals (SDGs). Sarah Norris and Dominic Byrne, Portfolio Managers of our Global Equity Impact Fund, will discuss the rigorous selection process of identifying the companies with the strongest and most sustainable potential for investment and societal return.
+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
Access PIN: 9975890#
Gergely Majoros, Mitglied des Investmentkomitees, erläutert Ihnen innerhalb von ca. 30 Minuten unsere aktuelle Markteinschätzung und unsere globale Investment-Strategie.
Wie gewohnt erhalten Sie ebenfalls einen Rück- und Ausblick zu Carmignac Patrimoine.
Please join Lloyd Harris, and Rob James, managers of the Old Mutual Financials Contingent Capital Fund for a live webcast.
With interest rates still very low in historical perspective, investors are struggling to find reliable sources of income. Achieving consistently attractive yields is far from easy without taking on excessive risk.
Lloyd and Rob both have long experience analysing and investing in the financial sector, and will discuss how CoCos have grown in recent years as a new form of capital, and have become in their view an exciting alternative source of income. They will also be happy to take your questions.
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Password - 56420
During this 30-minute webcast, Steve Friedman will discuss the implications for monetary policy of the selection of Jerome Powell as new Chairman of the Board of Governors of the Federal Reserve System and, by extension, the Federal Open Market Committee. Steve will also touch on one of the more immediate challenges for a Powell-led Federal Reserve, namely, how the central bank should respond to fiscal policy, which looks set to turn more stimulative next year.
Join our upcoming webinar with Didier Saint-Georges, Managing Director and Member of the Investment Committee, who will present our investment views and provide a summary of our current global investment strategy.
Simply analysing companies on the basis of where they’re located is arguably becoming less relevant in today’s markets. Investment Director Julie Dickson describes how Capital Group’s fundamental research-based approach looks beyond traditional boundaries, which helps our investment professionals identify the emerging multinationals of the future as well as those existing multinationals that are well positioned to benefit from secular growth trends and changing global trade patterns.
Please join Capital Group for a live webcast discussion with Julie Dickson, who will share her insights on a rapidly changing world. She will discuss how the business landscape is being reshaped, and how future-proofing your investment portfolio requires a new perspective.
UBP is delighted to invite you to a webinar followed by a Q&A session hosted by Charlie Anniss. He will share our opinion on why the European smaller companies universe offers a wide range of investment opportunities with a wealth of niche, idiosyncratic, innovative and growing companies. Small and mid-cap companies in Europe are generally less well covered by the investment community and as such inefficiencies arise which dedicated active investors can take advantage of.
Find more information on our website UBP.com
The U.S. equity market is in its ninth year of a bull run and some investors are concerned that a correction is looming. While market conditions are generally favorable, there are some fundamental pressures that could impact volatility over the short term, such as rising rates in the U.S. We believe the best way to navigate a potentially tricky market is to take a bottom-up approach and invest in “quality” companies with consistent and resilient earnings growth.
In this interactive webinar, Matthew Benkendorf, Chief Investment Officer and Lead Portfolio Manager, discusses why an active, high quality approach to US equities can lead to competitive returns with lower risk than the index over a full market cycle.
We are delighted to invite you to join our forthcoming webcast at which our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views whilst considering the Outlook for the next quarter. There will be an opportunity to pose your questions directly to Andrew.
Audience dial in numbers:
Standard International Access: +44 (0) 20 3059 2627
ETF Securities will be hosting our 2018 Investment Outlook webinar on the 5th December to help investors stay informed about the macroeconomic trends likely to be prevalent in 2018.
In our 2018 outlook webinar, the experts from the ETF Securities research team will focus on the likelihood and impact of interest rate hikes, the 2018 outlook for FX and commodities as well as the latest investment trends such as the rapid growth of cryptocurrency investing.
Key topics that will be covered:
• 2018 - a year of interest rate hikes and inflationary pressure?
• Cryptocurrency investing - how to value Bitcoin?
• What's the global outlook for FX?
• Gold vs silver price outlook
• Oil and energy markets in 2018
Participants will receive 50 minutes of structured CPD credit.
Join Jenna Barnard & John Pattullo, Co-Heads of Strategic Fixed Income at Janus Henderson Investors in this live webcast as they discuss Fixed Income as an asset class and how they manage the Henderson Fixed Interest Monthly Income Fund. Jenna & John will reflect on 2017 in the context of the Fund and the market and also express their outlook on the coming year.
In this webinar followed by a Q&A session Eleanor Jolidon Taylor will share our view on the Swiss small & mid-cap market. In the past this market’s diversification with a mix of high-quality defensive companies and niche, innovative players has delivered significantly higher returns over time. The Swiss small & midcap segment is also characterized by companies which are often global leaders and therefore exposed to global economic growth.
Find more information on our website UBP.com
In this latest webcast, John Bennett, Head of European Equities at Janus Henderson, will look at some of the key characteristics of European markets in 2017 and outlines why he expects to see a change in leadership in markets in 2018.
He will also update on his Continental European and Pan European strategies, reviewing some of the themes that have characterised his investment strategy this year, including his allocation to European financials.
Undeterred by the recent slowdown in M&A activity in 2017, tech acquirers have largely left their bullish forecast for dealmaking unchanged. For the third consecutive time, essentially half of the respondents to the semi-annual M&A Leaders' Survey from 451 Research and Morrison & Foerster indicated that they expected an acceleration in acquisition activity in the coming half-year. Join us for a lively discussion on where acquirers are looking to buy and what they expect to pay in those deals.