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European Investors

  • Which investment themes matter most for 2019?
    Which investment themes matter most for 2019?
    John Pattullo, John Bennett and Ben Lofthouse. Recorded: Dec 11 2018 28 mins
    John Pattullo (fixed income), John Bennett (European equities) and Ben Lofthouse (global equity income), in an informal fireside chat format, discuss lessons learned from 2018 and what they expect from the coming year. Bringing with them strong opinions and a wealth of experience, the three explore where we go from here and what it means from their different investment perspectives.

    Their conversation will include:
    • How late cycle are we?
    • Is it time to sell tech?
    • What are the prospects for Europe?
    • What have we learned from market moves in 2018?

    Please note this is intended for UK and European professional investors only. It is not for use by journalists. For press comment please contact your local Janus Henderson PR representative.
  • Investment Outlook 2019
    Investment Outlook 2019
    Christopher Gannatti, Aneeka Gupta and Nitesh Shah at WisdomTree in Europe Recorded: Dec 11 2018 59 mins
    During 2018, we have seen an unpredictable geopolitical landscape affecting global markets and 2019 is likely to see a continuation of this theme, with positive growth signals tempered by continuing political uncertainty across the US and Europe.

    Join us for our upcoming Investment Outlook 2019 webinar, in which we will examine the new challenges and opportunities that we expect investors to face in 2019.

    Key topics:

    • Predictions for US and Europe markets in 2019
    • Emerging markets outlook
    • Outlook for gold and oil in 2019
    • How battery technology innovation may affect demand for industrial metals

    Attendees will be eligible for 50 minutes of structured CPD credits.
  • Adapting to thrive: Fixed income in a post-QE world
    Adapting to thrive: Fixed income in a post-QE world
    Barney Goodchild Recorded: Dec 11 2018 30 mins
    In this webinar Barney Goodchild, Investment Specialist, will share his views on the challenges facing fixed income investors and what tools investors can use to deliver better outcomes for their clients.
  • ESG in Emerging Markets: More Than Meets the Eye
    ESG in Emerging Markets: More Than Meets the Eye
    Sudhir Roc-Sennett, Senior Portfolio Adviser Recorded: Dec 11 2018 21 mins
    Join us for an interactive webinar with Sudhir Roc-Sennett of the Quality Growth boutique research team. Sudhir will discuss his approach to sustainable investing in emerging markets and why ESG considerations are integral to the Quality Growth approach.

    Victor Schraner, Relationship Manager, will moderate a Q&A with Sudhir.
  • The effect of quantitative tightening
    The effect of quantitative tightening
    Mark Nash Recorded: Dec 10 2018 6 mins
    Mark Nash, head of fixed income, takes us on a deep dive into macroeconomics, explaining the key concepts behind quantitative tightening.
  • Is the way we travel changing for ever? The BNY Mellon Mobility Innovation Fund
    Is the way we travel changing for ever? The BNY Mellon Mobility Innovation Fund
    Sean P. Fitzgibbon Recorded: Dec 7 2018 4 mins
    The value of investments can fall. Investors may not get back the amount invested.


    Important information


    For Professional Clients and, in Switzerland, for Qualified Investors only. This is a financial promotion and is not investment advice. Any views and opinions are those of the investment manager, unless otherwise noted. For further information visit the BNY Mellon Investment Management website. INV01506

    Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA or the BNY Mellon funds
  • What are the risks and opportunities for markets in 2019?
    What are the risks and opportunities for markets in 2019?
    Philip Lawlor - managing director, global markets research; Marlies van Boven - managing director, research & analytics Recorded: Dec 6 2018 45 mins
    An examination of global market drivers and factor dynamics

    FTSE Russell will be hosting a webinar to discuss some of the key issues confronting investors next year such as:

    •Where next for the economic ,earnings and valuation cycle and an assessment of the impact of tightening financial conditions.

    •The extent to which factor behaviour is influenced by different economic regimes.
  • The infrastructure equity cycle: where are we now?
    The infrastructure equity cycle: where are we now?
    UBS Asset Management Recorded: Dec 6 2018 53 mins
    Are you invested in or considering infrastructure equity as an asset class? The attractiveness of infrastructure has been driven by strong returns in a low-yielding environment.

    Sentiment for the asset class is at record highs, yet markets face headwinds with the ongoing withdrawal of quantitative easing and rising rates. This begs the question, where are we now in the infrastructure equity cycle?

    Presenters
    Declan O'Brien, Infrastructure Senior Analyst, Research & Strategy;
    Bronte Somes, Head of Infrastructure Equity EMEA;
    Perry Offutt, Head of Infrastructure Americas,

    will discuss:

    • The evolution of the asset class in investment style, valuations and correlation with other markets; and
    • Our insights into where we are in the infrastructure equity cycle
  • Walking the tightrope: navigating the late stage of the credit cycle
    Walking the tightrope: navigating the late stage of the credit cycle
    Tom Ross, Seth Meyer and Thomas Hanson Recorded: Dec 5 2018 44 mins
    Mixed economic data, coupled with monetary tightening, has pushed spreads and yields higher, yet labour markets remain strong and expectations are that economic growth will hold up in 2019. Identifying those credits that can stay the course and avoid those that stumble is critical. In this webcast, Tom Ross, Seth Meyer and Thomas Hanson, high yield portfolio managers at Janus Henderson Investors, explain where we are in the credit cycle and how a bottom-up process of fundamental analysis combined with managing beta through a robust risk-budgeting process can help an investor keep their footing.
  • Global Outlook Quarter 4 Update
    Global Outlook Quarter 4 Update
    Andrew Milligan Recorded: Dec 4 2018 51 mins
    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 at the end of his presentation.

    Audience dial in numbers:

    +44 (0) 20 3059 2627 - Standard International Access
    0800 368 0707 - UK Toll Free
    1 877 406 7969 - USA Toll Free
    Access PIN: 9975890#
  • Engagement Update Webinar
    Engagement Update Webinar
    Vicki Bakshi, Catherine Hoyle and Thomas Hassl Recorded: Dec 4 2018 28 mins
    This session will be hosted by Vicki Bakhshi, Director, in the Responsible Investment team. Catherine Hoyle, Associate Analyst, will explain the background and key takeaways of the ESG disclosure at mid-cap companies project, and Thomas Hassl, Senior Associate Analyst, will give an update on Climate Action 100+ and how this has influenced the Responsible Investment team’s engagement with high-emitting companies.

    All participants will be able to submit questions during the webinar, and there will be the option to replay the webinar in full.

    Please register if you plan to attend.  We very much hope that you will  join us.
  • Factor Allocation How can investors decide on the appropriate factor allocation?
    Factor Allocation How can investors decide on the appropriate factor allocation?
    Marlies van Boven, managing director research & analytics. Vera Cady, senior research analyst, FTSE Russell Recorded: Dec 4 2018 46 mins
    Factors and factor investing continues to be the most popular index-based method of improving portfolio risk adjusted returns.
    But how should clients assess the impact of single and multi-factors indexes on their portfolios? How are return-profiles impacted by factor inclusion and other common smart beta strategies? Should clients routinely consider their overall underlying factor allocation? And how should factor allocation be assessed?
    Join Marlies van Boven, managing director Research & Analytics and Vera Cady, senior research analyst, FTSE Russell as they demonstrate how the impact of factors can be assessed in real-time via Analytics Plus, FTSE Russell’s propitiatory smart beta and factor assessment tool.
  • BL-American Smaller Companies
    BL-American Smaller Companies
    Henrik Blohm Recorded: Dec 4 2018 38 mins
    US market offers interesting perspectives for mid-caps.
  • Return of Transition: The economic impacts of sustainable pathways
    Return of Transition: The economic impacts of sustainable pathways
    Triodos Investment Management Recorded: Dec 3 2018 31 mins
    Join the unveiling our first annual long-term integrated outlook where we explore how the energy and social inclusivity transitions are expected to affect the markets, and how investors can participate in the opportunities and mitigate downside risks over the next 15 years.
  • Market GPS: Investment Outlooks 2019
    Market GPS: Investment Outlooks 2019
    Richard Clode, John Pattullo, Hamish Chamberlayne & Ben Lofthouse Recorded: Dec 3 2018 2 mins
    With numerous uncertainties in the global economy, many market participants will be looking for meaningful signals about what’s to come in 2019. Here, Janus Henderson’s portfolio managers explain the themes they believe could dominate markets in the months ahead. Please visit our website to view all of the outlooks.
  • 3 Year Anniversary of the SDGs: How Investors Are Measuring Impact
    3 Year Anniversary of the SDGs: How Investors Are Measuring Impact
    Responsible Investor and ISS Recorded: Nov 29 2018 61 mins
    Three years ago, the United Nations adopted the Sustainable Development Goals (SDGs) as a global call to action for positive change. Ever since, the global investment community has become increasingly eager to achieve some kind of “SDG alignment”.

    Near the anniversary of the establishment of the SDGs, this RI/ISS-ESG webinar provides an overview of how impact investing connects to the SDGs, and how investors are measuring effectiveness.

    - What drives investors to choose the SDGs as a framework for investing and how are they approaching this?

    - What tools are available to identify and measure companies’ contributing to the SDGs? Should SDG investments be focusing on products & services or on companies’ operations?

    - What are the challenges to investing in the SDGs? Are the SDG even investable in mainstream investment, given the fact that many of the SDGs and targeting problems in emerging markets that are probably rather solved by modest projects rather than large listed corporates?

    - Is there a risk of SDG-washing and sticking SDG labels on existing mainstream investments? How can this be prevented?

    Speakers

    Ladislas Smia, Co-head of Responsible Investment Research, Mirova

    Piet Klop, Senior Advisor Responsible Investment, PGGM

    Jennifer Signori, Senior Vice President, ESG and Impact Investing, Neuberger Berman

    Julia Hakke, Head of Responsible Investment Sales, ISS ESG

    Moderater:
    Vibeka Mair, Senior Reporter, Responsible Investor
  • DBRS Webinar: Brexit and U.K. Regional Household Indebtedness
    DBRS Webinar: Brexit and U.K. Regional Household Indebtedness
    Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Nichola James, Co-Head of Sovereign Rating Recorded: Nov 29 2018 32 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar covering the regions of the United Kingdom (U.K.) and its diverse array of household indebtedness on 29 November 2018 at 3 p.m. GMT/4 p.m. CET/10 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Nichola James, Co-Head of Sovereign Ratings, in London.

    The discussion will focus on which regions of the UK have highest mortgage debt and how this can be explained, and if the same regions have high consumer debt such as credit card debt and other non-mortgage loans. During the webinar, the differences in relation to risks to the economy and financial stability will also be assessed.

    DBRS will also try to answer the question whether Leave-voting regions are more indebted than their Remain-voting counterparts and the implications of high household debt in a hard Brexit scenario and
    the consequences of such an outcome on the UK’s sovereign rating.

    The discussion will also cover the potential impact on U.K. structured finance transactions.

    The discussion will last approximately 30 minutes and will be followed by an interactive question-and-answer session.

    DBRS welcomes all who wish to participate.
  • Investing in Cloud Technologies
    Investing in Cloud Technologies
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Nov 29 2018 28 mins
    Cloud is the transformative technology of modern world, changing the way we communicate, do business, manage information and do business. With billions of internet-connected devices already in circulation, HANetf explores the growth drivers of cloud technology and shows how European investors can gain exposure to this generationally important theme.
  • It is now ‘later’ late cycle
    It is now ‘later’ late cycle
    John Pattullo and Jenna Barnard Recorded: Nov 29 2018 33 mins
    Co-managers of the Janus Henderson Strategic Bond Strategy, John Pattullo and Jenna Barnard, will expand on the macro themes that will likely shape the rest of 2018 and determine the direction for fixed income investors through 2019, while discussing the core themes in their portfolios.

    The webcast session will also include a review of the performance of the strategy, highlights of current positioning and outlook for the medium term.
  • Investing in Industry 4.0
    Investing in Industry 4.0
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Nov 29 2018 43 mins
    HANetf is joined by Anthony Ginsberg, Founder and MD of GinsGlobal Index Funds to look at the investment opportunity in emerging, world-changing technologies.
  • Smooth operator – seeking a less volatile path in fixed income
    Smooth operator – seeking a less volatile path in fixed income
    Nick Maroutsos Recorded: Nov 27 2018 33 mins
    The gradual removal of monetary policy accommodation by central banks is removing a price-insensitive buyer from the market and leading to reduced liquidity. Tighter monetary policy is also pushing up shorter-dated bond yields and leading to a reassessment of value on the yield curve. In this webcast, Nick Maroutsos looks at how investors can navigate the new environment for fixed income and chart a potentially less volatile path with their investments.
  • Threat or opportunity - a value approach to investing in Global Emerging Markets
    Threat or opportunity - a value approach to investing in Global Emerging Markets
    Sam Bentley, Client Portfolio Manager Recorded: Nov 22 2018 31 mins
    Despite outperforming over the long term, value investing in global emerging markets has never been the well-trodden path. We believe that our contrary approach affords our clients the opportunity to outperform the market and presents exciting opportunities for long term investors.

    Sam Bentley will introduce Eastspring’s differentiated and disciplined value approach to scrutinizing and investing in the latent opportunities in GEM equities and share the realities of navigating the market in uncertain times.
  • WebConference: l'appuntamento con il tuo specialista di mercato
    WebConference: l'appuntamento con il tuo specialista di mercato
    UBS Asset Management Recorded: Nov 22 2018 28 mins
    Partecipa alla nostra WebConference.

    Dopo un breve outlook di mercato, analizzeremo la nostra soluzione obbligazionaria total return.

    ▪UBS Global Dynamic

    Ci sentiamo in diretta.

    Il team di UBS Asset Management
  • Impact Investing: What's hot and what's not?
    Impact Investing: What's hot and what's not?
    John Lloyd, CMO, ClearlySo, and Simon Evill, Head of Origination, ClearlySo Recorded: Nov 21 2018 45 mins
    Impact investing is one of the hottest areas in finance and growing at an estimated 17% annually in the UK alone according to research from Big Society Capital. But what are investors investing in? What types of businesses? What sectors are hot or not?

    ClearlySo CMO John Lloyd interviews impact investment expert and Head of Origination Simon Evill to find out.

    This webinar will include:
    - Overview of impact sectors and high level trends
    - Insight on the types of businesses and which sectors are attracting the most capital
    - Examples of recent transactions
    - Q&A
  • Amity Insight: The Waste Problem
    Amity Insight: The Waste Problem
    Esmé van Herwijnen, Responsible Investment Analyst, EdenTree Investment Management Recorded: Nov 21 2018 16 mins
    Esmé van Herwijnen, Responsible Investment Analyst at EdenTree Investment Management, takes us through EdenTree's latest piece of Amity Insight research, which explores the issue of waste from the perspective of a responsible and sustainable investor, looking at how our economic model has led to the depletion of resources and an exponential increase in waste production.
  • Impact Investing in Clean Energy & the Environment
    Impact Investing in Clean Energy & the Environment
    John Lloyd, CMO, ClearlySo, and Matias Wibowo, Investment Manager, ClearlySo Dec 12 2018 3:00 pm UTC 45 mins
    With climate change concerns dominating the headlines, investor appetite for clean energy technology is soaring. Once considered risky and largely shunned by mainstream investors, it has now become a dominating force within the United Kingdom's rapidly growing technology startup scene.

    ClearlySo CMO John Lloyd interviews clean energy and environment sector expert and Investment Manager Matias Wibowo to find out why.

    This webinar will include:
    - What are some of the innovative solutions helping to tackle the world's biggest environmental challenges?
    - Where is the investment going? What types of businesses?
    - Case studies
    - Q/A
  • Outlook 2019 : Changing tracks
    Outlook 2019 : Changing tracks
    Fidelity International Investments Dec 12 2018 3:00 pm UTC 30 mins
    Ten years on from the financial crisis, a number of economic and political factors have combined in 2018 to call into question just how much steam is left in the longest bull market in history.

    Is the recent increase in market volatility an indication of a more severe risk-off move or can markets continue to grind higher over the course of 2019?
  • Greening listed real estate - what you need to know
    Greening listed real estate - what you need to know
    Responsible Investor and FTSE Russell Dec 12 2018 3:00 pm UTC 60 mins
    Join Responsible Investor and FTSE Russell for an interactive webinar on green real estate!

    Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. Real estate investing has historically lacked the appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

    To help address this gap, FTSE Russell developed the FTSE EPRA Nareit Green Indexes to allow investors to identify real estate companies with strong sustainability performance. These indexes are a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series, a leading series of listed real estate benchmarks with approximately US$341billion of assets tracking this series.*

    * Data as of December 31, 2017 as reported on April 2, 2018 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected by FTSE Russell.

    · Listed Real Estate market trends in Developed markets, specifically Europe and North America
    · Facing the sustainable real estate challenge – what is important to know
    · The world’s largest asset class – addressing the investment data gaps
    · Real Estate Indexes have the ‘green’ light - case for integrating sustainability considerations in Real Estate benchmarks
    · Building for a green economy future – where to from here
    · Q&A from the audience

    Speakers include:
    Ali Zaidi, Director of Research & Indexes, European Public Real Estate Association (EPRA)
    Calvin Schnure, Senior Vice President, Research & Economic Analysis, National Association of REITs (Nareit)
    Jaakko Kooroshy, Head of Innovation and Standards, Sustainable Investment, FTSE Russell

    Moderated by Tony Hay, Publisher, Responsible Investor
  • Heptagon Future Trends Equity Fund: A pan-thematic approach to investing
    Heptagon Future Trends Equity Fund: A pan-thematic approach to investing
    Alexander Gunz, Portfolio Manager, Heptagon Capital Dec 13 2018 11:00 am UTC 45 mins
    The Heptagon Future Trends Fund provides investors with access to a high-conviction, concentrated portfolio of global equities that are exposed to a diverse set of themes, all of which look set to grow in importance.

    The team at Heptagon Capital has been writing proprietary thematic commentaries on topics as varied as robotics and molecular diagnostics for the last seven years.

    Heptagon subsequently launched a UCITS fund centred on its best-of-breed ideas derived from this research at the start of 2016. The Fund focuses on a wide number of themes (currently 12), but invests exclusively in businesses that offer pure-play exposure to the trends in question (defined as at least 75% revenue being theme-derived).

    All of the businesses in which the Fund invests are market leaders in their respective fields, spending above-average levels of research and development in order to sustain their dominant position.

    Leading plays on cybersecurity, alternative energy, and robotic-assisted surgery have been the biggest contributors to returns over the past year, highlighting the diversity of the Fund.
  • European Commission Technical Expert Group: Call for Feedback on the EU Taxonomy
    European Commission Technical Expert Group: Call for Feedback on the EU Taxonomy
    Elodie Feller | Nathan Fabian | Martin Spolc Dec 17 2018 2:30 pm UTC 60 mins
    The Technical Expert Group on Sustainable Finance set up by the Commission in July 2018 has launched a call for feedback on EU action to develop a unified EU-wide classification system – or taxonomy – for environmentally sustainable economic activities.

    The call for feedback aims to help the Technical Expert Group engage with a broad range of stakeholders and experts and will close on 22 February 2019.
    Find out more: https://ec.europa.eu/info/publications/sustainable-finance-taxonomy_en

    This Webinar will provide background and guidance on the feedback process to support stakeholders and experts interested in contributing.

    Presented by:

    • Martin Spolc, Head of Unit, DG Financial Stability, Financial Services and Capital Markets Union, European Commission
    • Nathan Fabian, Chief Responsible Investment Officer, PRI, Chair of the TEG Taxonomy Working Group
    • Elodie Feller, Investment Programme Lead, UNEP FI, Observer in the Technical Expert Group
  • BL-Global Flexible
    BL-Global Flexible
    Guy Wagner Dec 18 2018 9:00 am UTC 120 mins
  • Opening Bell 2019
    Opening Bell 2019
    Steven Bell, Chief Economist Jan 8 2019 10:00 am UTC 45 mins
    Steven Bell discusses his thoughts on potential macroeconomic events in 2019 and what they mean for the global economy.
  • Outlook 2019: Managing a “no recession, yet tricky” scenario
    Outlook 2019: Managing a “no recession, yet tricky” scenario
    Salman Ahmed, Chief Investment Strategist Jan 9 2019 9:00 am UTC 55 mins
    In our central scenario, we expect above-trend global growth with a low likelihood that any of the
    major developed market economies will enter recession. But it will still be far from plain sailing.
    We expect long-standing relationships between the main asset classes to come under pressure
    as markets become significantly more dynamic and volatile.
    As such, we have dubbed 2019 a “No Recession, Yet Tricky” (NRYT) year.
  • Perspectives 2019: pas de récession en vue mais un environnement complexe
    Perspectives 2019: pas de récession en vue mais un environnement complexe
    Charles St Arnaud, Macro-économiste Jan 9 2019 10:00 am UTC 60 mins
    Notre scénario central prévoit une croissance mondiale supérieure à la tendance, avec une faible probabilité de voir l’une des grandes économies développées entrer en récession. Cependant, l’année prochaine ne sera pas de tout repos. Les marchés devenant nettement plus dynamiques et volatils, nous nous attendons à ce que les relations historiques entre les principales classes d’actifs se retrouvent sous pression.
    Ainsi, 2019 sera selon nous une année « sans récession mais où tout ne sera pas si simple ».

    30 mns presentation - 30 mns Q&A
  • Global Equities update with Dr. Ian Heslop - Q4 2018 AM
    Global Equities update with Dr. Ian Heslop - Q4 2018 AM
    Dr. Ian Heslop and Justin Wells Jan 10 2019 8:30 am UTC 60 mins
    Please join us for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    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
    Password: 63261
  • Model portfolio service quarterly - What will 2019 bring?
    Model portfolio service quarterly - What will 2019 bring?
    Charles Hepworth Jan 10 2019 9:00 am UTC 60 mins
    Join Charles Hepworth, Investment Director for GAM’s Model Portfolio Service, as he considers the prospects for 2019.

    Register for the webcast to find out more and pose your questions to Charles.
  • Global Equities update with Dr. Ian Heslop - Q4 2018 PM
    Global Equities update with Dr. Ian Heslop - Q4 2018 PM
    Dr. Ian Heslop and Justin Wells Jan 10 2019 4:00 pm UTC 60 mins
    Please join us for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    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
    Password: 63261
  • APPLYING A PRIVATE EQUITY LIKE APPROACH TO EUROPEAN EQUITY INVESTING
    APPLYING A PRIVATE EQUITY LIKE APPROACH TO EUROPEAN EQUITY INVESTING
    Hosted by Lucy Walker, HEAD OF THIRD-PARTY FUNDS Sarasin & Partners. Jan 16 2019 10:00 am UTC 45 mins
    Europe’s investing landscape is complicated, but there are compelling reasons to reassess regional markets today. In this live interview, Andrew Birse, fund manager of AB's European equity portfolio, explains how his team bring a private equity-like approach to public markets, directly engage with short sellers for a broader perspective of risk and why bringing a global perspective to European stocks leads to overlooked investment opportunities.

    Also in this interview
    •Andrew and Lucy will discuss Europe’s current investment environment
    •AB’s heritage as value investors, and why we believe clients demand return irrespective of style or factor exposures.
    •AB’s differentiated investment approach
    •A disciplined portfolio construction technique through cluster and correlation analysis.
    •Live audience Q&A

    Lucy Walker, HEAD OF THIRD-PARTY FUNDS at Sarasin & Partners.
    Lucy joined Sarasin & Partners in 2011 and took on her current role in early 2016. In addition to managing a number of fund of fund portfolios, she sits on the company's investment policy committee and also runs its third-party fund analysis.
  • Q&A Session: Janus Henderson UK Absolute Return Strategy
    Q&A Session: Janus Henderson UK Absolute Return Strategy
    Luke Newman Jan 17 2019 2:00 pm UTC 60 mins
    Fund Manager Luke Newman will host a Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
  • Merian Global Investors Multi-Sector Fixed Income Update
    Merian Global Investors Multi-Sector Fixed Income Update
    Mark Nash and Nicholas Wall Jan 30 2019 10:00 am UTC 60 mins
    Merian Global Investors Multi-Sector Fixed Income Update

    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
    Password - 63191