European Investors

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

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?

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

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.

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

TBD

Steven Bell discusses his thoughts on potential macroeconomic events in 2019 and what they mean for the global economy.

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.

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

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

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.

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

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.

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

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