European Investors

Please join us for a call with Morgan Harting, Lead Portfolio Manager of the Emerging Markets Multi-Asset team. Morgan will provide us his insights on major macroeconomic themes and risks in emerging markets. In addition, he will discuss current positioning and performance of the portfolio. Finally, he looks forward to taking your questions in an interactive session on markets as well as the fund strategy.

Fund Manager Tony Jordan will run through the performance of the Asia Pacific Equity Income fund for Q2.

Charles Glasse provides an update on the positioning of the Waverton European Dividend Growth Fund and an overview of the current outlook

Insight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa.

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MFS CEO Michael Roberge explains what sets MFS apart as an active manager and what has driven the way we serve clients for nearly a century.

Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and an overview of the current outlook

DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the progress and
performance of the European structured finance markets in the first half of 2019 on 18 July 2019 at 3
p.m. BST/4 p.m. CEST/10 a.m. EDT. The webinar will be hosted by Gordon Kerr, Senior Vice President
and Head of European Structured Finance Research, in London.
The discussion will last approximately 25 to 30 minutes and will be followed by an interactive questionand-answer session. DBRS welcomes all who wish to participate.

Macroeconomic, regulatory and geopolitical risk continue to generate volatility but technology stocks have continued to outperform wider equity markets. Can this continue? Are valuations across the sector still reasonable? In this webcast, Alison Porter, portfolio manager on the Janus Henderson Global Technology Team, will cover:

•Development in long-term secular drivers continue to power technology share gains
•Key themes and new drivers of tech outperformance
•Being selective and navigating the hype cycle is becoming more important when it comes to growth assets
•Portfolio positioning and movement, performance update and outlook

Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.

Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.

Fund Manager Jonathan Rawicz will run through the performance of the Dynamic UK Equity fund for Q2.

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.

Launch of the UNEP FI / GCA paper on adaptation finance.

Failure to adapt to climate change is one of the greatest risks to global economic growth and social stability. The Global Commission on Adaptation (GCA) was launched in October 2018 to accelerate adaptation action and support. At September’s UN Climate Summit in New York, Ban-Ki Moon, Bill Gates and Kristalina Georgieva will present the recommendations of the GCA's initial flagship report, which will make the case for prioritising climate change adaptation from the local to the global level. The UNEP Finance Initiative provided key inputs to the finance chapter of this report through a paper on adaptation finance, authored by Stacy Swann and Alan Miller of Climate Finance Advisors. Today, UNEP FI will launch the paper, which identifies barriers to increased financing for adaptation and presents six clear recommendations for the finance sector, including climate risk management, standards for data and metrics, capacity building, unlocking investment opportunities and delivering adaptation-related policies

Catherine Doyle, Investment Specialist del fondo multi-asset globale BNY Mellon Global Real Return, offre un aggiornamento dettagliato sull'andamento del fondo, sul posizionamento di portafoglio e sull'outlook di mercato del team di gestione.

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.

Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.

In this webinar Executive Director of CICC Research in Beijing, Kevin Liu, will give an economic update on China. Topics will include:

• Trade: US-China trade update and 2019 China economic outlook.

• Secular Trends in China's Economy:

• The upgrade of "Made in China" manufacturing.
• How domestic Chinese brands have benefitted from urbanization.
• Long-term growth trends in China .

• Looking Ahead: The opening-up of China’s financial markets is accelerating. What are the implications for the future of China’s economy.

Participez à notre prochaine conférence en ligne avec Didier Saint-Georges, Managing Director et Membre du Comité d’Investissement, qui présentera notre vision des marchés et résumera notre stratégie d’investissement globale.

Scopri l'aggiornamento semestrale delle soluzioni in focus di UBS Asset Management.

USD120 trillion of investment into the clean energy transition is required to meet globally agreed targets by 2050. This investment alongside a number of significant structural trends within the sector have led to strong growth opportunities for companies across the entire supply chain.

Mark Lacey, Head of Commodities and Alex Monk, Global Renewables Analyst, provide an overview on our new the fund, Schroder ISF* Global Energy Transition, which aims to capitalise on the shift to a low-carbon world and provide investors with equity exposure to this fast-growing sector.

Time stamps:
01:05 - Key messages
02:40 - The scale of requirement investment
04:40 - Structural trends supporting the investment opportunity
08:48 - Driving forces behind these trends
12:45 - Opportunities across the value chain
14:26 - Schroder ISF Global Energy Transition - our proposition
15:25 - Portfolio construction
16:16 - Investment process
17:23 - Why investors have not missed the opportunity

*Schroder International Selection Fund is referred to as Schroder ISF throughout.

In an increasingly complex world, BLI offers common sense investment solutions. At BLI, stability is at the heart of delivering long-term success for its clients. Thierry Feltgen draws the picture of the SRI (Sustainable and Responsible Investment) framework at BLI.

In this webinar we will discuss the fundamentals of communications infrastructure. What is the infrastructure that underpins the digital world, how does an equity manager deal with the practical challenges in the context of today’s market, and potential solutions to these challenges.

Following the webinar you can expect to takeaway an understanding of the types of communications infrastructure, how the communications landscape is evolving now and in the future, and what investors need consider to find value in this market.

IPOs and Spin-Offs are seen as dynamic moments in the history of a company. In many ways it represents both the ending and the beginning of a company’s history. The exciting part is that the “beginning” of the post-IPO or Spin-off period, usually starts with quite a lot of capital. In fact, according to Bloomberg, from 2002 through to June 2019, U.S. IPOs have raised over $570.87 billion USD in market cap.

In this video, Gregg will provide an overview of what we feel makes New Listings so special, how Thematic Investing can aid an investor to access securities they otherwise would have little-to-no exposure to, and why First Trust feels they may present a great opportunity for the thematic focused investor.

Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove second-quarter performance, the team's outlook, and current portfolio positioning.

Join fund manager Sailesh Bhundia as he gives a Q2 update for the Strategic Portfolio UCITS fund.

James Ross, Manager of the Janus Henderson Horizon Pan European Equity Fund, gives an update on his quality growth European equities strategy. As part of his presentation, James will cover:

•European markets in the first half of 2019
•What do leading indicators tell us about European equities?
•The proprietary screening process behind the investment strategy
•Portfolio positioning, performance and outlook

Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.