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European Investors

  • Protecting workers’ rights through the COVID-19 crisis
    Protecting workers’ rights through the COVID-19 crisis
    The PRI, BMO Global Asset Management, MFS Investment Management, Business and Human Rights Resource Centre Recorded: Jun 5 2020 64 mins
    The COVID-19 crisis has disrupted the lives of workers across sectors and geographies. It has put an emphasis on the vulnerability and precariousness of the employment status of some workers and has also exposed, in many cases, the lack of adequate safeguards necessary to protect workers and their rights in times of crisis. During this webinar, we will explore the range of risks different categories of workers have been exposed since the beginning of the pandemic and address how investors can contribute to ensuring jobs, workers and their rights are protected and respected in the midst of the crisis. We will also discuss how these considerations might help anticipate longer-term risks, inform and help shape investor action around job and workers’ protection for the long-term recovery.

    Speakers include:
    Nina Roth, Director, Responsible Investment, BMO Global Asset Management
    Rob Wilson, Research Analyst, MFS Investment Management
    Phil Bloomer, Executive Director, Business and Human Rights Resource Centre
    Moderated by: Nabylah Abo Dehman, Manager, Social Issues, PRI
  • [Sector focus special] The impact of Covid-19: Healthcare
    [Sector focus special] The impact of Covid-19: Healthcare
    John Bowler Recorded: Jun 4 2020 40 mins
    Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

    In this edition, we focus on the Healthcare sector with John Bowler, Fund Manager and Healthcare Global Sector Specialist at Schroders.

    You will have the opportunity to have your questions answered by the speakers live.
  • DWS ESG TALKS - REAL ESTATE AND ESG IN A POST-COVID-19 WORLD
    DWS ESG TALKS - REAL ESTATE AND ESG IN A POST-COVID-19 WORLD
    Jessica Elengical, Jessica Hardman & Michael Lewis, DWS Recorded: Jun 4 2020 41 mins
    Please join us every week for our 'DWS ESG TALKS' webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts across the platform incorporating all asset classes and business lines.

    On Thursday 4th June, Michael will be joined by Jessica Elengical Head of ESG Strategy, Alternatives and Jessica Hardman Head of UK Group - Real Estate. Together they will discuss why real estate is one of the most important asset classes when it comes to ESG and how covid-19 will impact the outlook for the sector.

    Agenda:
    _Health and wellness in real estate: the evolving landscape pre and post-COVID
    _Smart buildings: Connectivity, sensors, and meters to manage through the pandemic
    _A path to net zero carbon: The continued focus on climate goals in the wake of the crisis
    _Post-COVID ESG consideration for Real Estate Portfolio strategy

    Speakers:
    _ Jessica Elengical, Head of ESG Strategy, Alternatives , DWS
    _ Jessica Hardman, Head of Portfolio Management, UK Real Estate Group
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • COVID-19 Crisis Ramps Up Innovation
    COVID-19 Crisis Ramps Up Innovation
    Matt Moberg, Manager, Franklin Innovation Fund Recorded: Jun 4 2020 3 mins
    Matt Moberg, manager of the Franklin Innovation Fund, shares his views on the impact coronavirus is having on innovation, including how the crisis has made some companies more valuable now than pre-coronavirus.
  • Looking beyond lockdown: Implications for the private client industry
    Looking beyond lockdown: Implications for the private client industry
    Grant Barbour Recorded: Jun 4 2020 62 mins
    Grant Barbour - Ocorian (moderator)
    Nancy Chien, Bedell Cristin
    Alan Hooks, Julius Baer
    Jonathan Burt, Harbottle & Lewis LLP
  • The impact of COVID-19 on Emerging Markets – three investment perspectives
    The impact of COVID-19 on Emerging Markets – three investment perspectives
    Charles Robertson (Renaissance Capital), Marcus Svedberg (AP4), Jacob Grapengiesser & Karine Hirn (East Capital) Recorded: Jun 4 2020 47 mins
    Welcome to a webinar where we will be discussing investments in Emerging Markets in the midst of the COVID-19 pandemic. Join the conversation with an economist, an asset owner and an active investment manager who will share how they address the current situation and which opportunities they see.

    The panel will be moderated by Hong-Kong based Karine Hirn, Partner at East Capital, and consist of three seasoned speakers:
    • Charles Robertson, Global Chief Economist, Renaissance Capital
    • Marcus Svedberg, Investment strategist, Fourth Swedish National Pension Fund
    • Jacob Grapengiesser, Deputy CIO, East Capital
  • The Sturdza Family Fund: Objective, Philosophy & Risk Management
    The Sturdza Family Fund: Objective, Philosophy & Risk Management
    Eric Sturdza Investments Recorded: Jun 3 2020 12 mins
    In this video interview, the investment team of the Sturdza Family Fund provide insight to the following questions:

    • What is the Fund’s primary objective and philosophy?
    • How does market timing impact your investment process?
    • What is the Fund’s equity selection process?
    • What is the role of the portfolio’s fixed income exposure in delivering the investment objective?
    • What are the Team's views regarding volatility and the potential impact on compounding?
    • How is risk addressed and perceived within the management of the Fund?

    If you require any further information about the Sturdza Family Fund. Please contact:

    Adam Turberville
    Head of Marketing & Client Relations
    +44 1481 742380
    a.turberville@ericsturdza.com
  • Technology Modernization: Secular Themes Powering A New Operating Playbook
    Technology Modernization: Secular Themes Powering A New Operating Playbook
    Denny Fish Recorded: Jun 3 2020 55 mins
    To navigate COVID-19, companies have been forced to work in new ways – a drastic shift underpinned by massive secular growth themes. To begin thriving, firms will need to incorporate new data, the Internet of Things, cloud, AI and network connectivity to better manage their business models and operations.

    In this webinar, Portfolio Manager Denny Fish will examine how the convergence of these trends is creating opportunities for forward-looking investors. Topics include:

    •How the acceleration of digital adoption is changing consumer behavior and demand patterns
    •The refocusing of digital infrastructure, as every business is now a technology business
    •The importance of resiliency and optionality within a technology portfolio and how this can benefit investors
  • A New Market Regime: Opportunity for Investing in Durable U.S. Small-cap Stocks
    A New Market Regime: Opportunity for Investing in Durable U.S. Small-cap Stocks
    Matt McGeary, Eagle Asset Management; Jason Wulff, Eagle Asset Management, Nick Fitzpatrick, Funds Europe Recorded: Jun 3 2020 41 mins
    Join us on 3rd of June, when Matt McGeary, CFA, and Jason Wulff, CFA, Portfolio Managers from Eagle Asset Management, an affiliate of Carillon Tower Advisers, will present, “A new market regime: Opportunity for investing in durable US small caps.”

    Their discussion will focus on:
    • The opportunity of small caps – accelerating innovation and demographic changes may reward companies that can nimbly adapt and exploit their intellectual capital
    • The evolution of the small cap universe – with the increase in the number of non-earners, the rise of passive investing and algorithmic trading – it is more evident to find companies with durable franchises.
    • With the rush to add liquidity to the market at each downturn and increasing influence from policy makers and politicians, employing a disciplined process may help to avoid unintentional outcomes and drive positive outcomes
  • EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    PRI & European Commission Recorded: Jun 3 2020 58 mins
    The European Green Deal and the economic recovery from COVID-19 will both require substantial public and private finance. Building from the 2018 Action Plan on Financing Sustainable Growth, the renewed Sustainable Finance Strategy will seek additional reforms to align the financial system with the EU’s sustainability goals. This webinar will provide an update on the Commission’s open consultation, ongoing sustainable finance work programme and ongoing discussions on aligning the EU recovery programme with the principles of the Green Deal.

    Speakers:
    Alyssa Heath, Head of EU & UK Policy, PRI
    Martin Spolc, Head of Unit, Sustainable Finance, European Commission
  • The Sturdza Family Fund: Overview of the Team
    The Sturdza Family Fund: Overview of the Team
    Eric Sturdza Investments Recorded: Jun 3 2020 6 mins
    Eric Sturdza discusses the qualities he believes are required by the team of the Sturdza Family Fund to perform over the long term.

    The following members of the Sturdza Family Fund investment team provides an introduction explaining their role within the Fund:
    • Eric Sturdza, Portfolio Manager.
    • Constantin Sturdza, Portfolio Manager.
    • David Haynal, Deputy Portfolio Manager / Equities.
    • Eric Vanraes, Portfolio Manager / Fixed Income.
    • Pascal Perrone, Deputy Portfolio Manager / Fixed Income.
    • Marc Craquelin, Senior Adviser.

    If you require any further information about the Sturdza Family Fund. Please contact:

    Adam Turberville
    Head of Marketing & Client Relations
    +44 1481 742380
    a.turberville@ericsturdza.com
  • DWS Trend Talks: Disruptive Thematics
    DWS Trend Talks: Disruptive Thematics
    Marcus Poppe, Lars Gedlich, Frederic Fayolle and Martin Caspary Recorded: Jun 3 2020 59 mins
    In this DWS Trend Talks, we will review the market outlook of two of the sectors called to lead the next decade: Artificial Intelligence and Technology applied to the Industrial sector.

    During the call we will review the behavior and positioning of the following strategies with their fund management team:


    _DWS Invest Smart Industrial Technologies
    Marcus Poppe, DWS Senior portfolio manager and Head of Industrials.
    Lars Gedlich, DWS Product Specialist Global Equities.

    _DWS Invest Artificial Intelligence
    Frederic Fayolle; Senior equity portfolio manager and analyst for the technology team.
    Martin Caspary, DWS Product Specialist Global Equities
  • Coronavirus: life after lockdown – what’s next for the global economy?
    Coronavirus: life after lockdown – what’s next for the global economy?
    Christopher Lees, James Syme & Giorgio Caputo Recorded: Jun 2 2020 65 mins
    We invite you to join us for a live webinar with our Global and Emerging Markets Fund Managers as they give an update on how they are positioning their portfolios to navigate the next stage of the Covid-19 crisis.
  • Refonte du reporting PRI – actualités et questions/réponses
    Refonte du reporting PRI – actualités et questions/réponses
    Marie Luchet et Ben Leblique, PRI Recorded: Jun 2 2020 78 mins
    Dans le cadre de notre plan d'action (Blueprint for responsible investment ), nous nous sommes engagés à passer en revue notre reporting. Cette consultation vise à ce que l'exercice de reporting et d'évaluation des PRI reste en phase avec ses objectifs, pertinent face à l'évolution des pratiques d'investissement responsable, et soit utile aux signataires comme au marché de l'investissement responsable dans son ensemble.

    La refonte du reporting PRI a commencé par une première phase de consultation en 2019. Les signataires ont ensuite eu la possibilité de commenter la proposition de ce à quoi pourrait ressembler le nouveau cadre de reporting et d'évaluation des PRI. Cette proposition était largement basée sur les commentaires des signataires recus lors de la première phase de consultation, avec la supervision du conseil d'administration des PRI et le soutien du comité consultatif Reporting et Evaluation.

    Dans ce contexte, nous vous invitons à participer à cette webconférence pour en savoir plus sur l'évolution du reporting PRI. Vous aurez l’opportunité de donner votre avis et poser des questions via des sondages en direct et une session de questions / réponses.

    Cette webconférence:
    - présentera les dernières actualités de la refonte du reporting PRI (notamment les détails sur le nouveau modèle Core / Plus);
    - présentera les résultats de la deuxième phase de consultation
    - testera les nouvelles propositions via des sondages en direct; et
    - répondra à toutes les questions des participations sur l'élaboration du nouveau reporting PRI
  • Asian and Emerging Market Debt – challenges and opportunities
    Asian and Emerging Market Debt – challenges and opportunities
    Jeremy Lawson, Chief Economist Recorded: Jun 2 2020 44 mins
    Join us for episode 11 of our live Coronavirus webinars on Emerging Market and Asian debt. During this session our experts will share their thoughts on the challenges and opportunities in these debt markets following the COVID-19 sell-off.
    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Brett Diment, Global Head of Emerging Market Debt
    Adam McCabe, Head of Fixed Income, Asia and Australia

    We look forward to an interesting discussion and to addressing your questions and concerns
  • Smart Investing - China Insight & Solutions
    Smart Investing - China Insight & Solutions
    Shuang Cai – President, China Post Global Recorded: Jun 2 2020 49 mins
    Shuang Cai - President, China Post Global provides insight on the China markets and discusses smart beta investment solutions.
  • Defensive assets: Offence wins games but Defence wins championships
    Defensive assets: Offence wins games but Defence wins championships
    Pierre Debru, Director, Research, WisdomTree and Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree Recorded: Jun 2 2020 57 mins
    Covid-19 has put a break on the world economy, with most countries showing extreme contractions in the first quarter of 2020. The situation for the rest of the year remains highly uncertain with economists debating the shape of the recovery. In such uncertain times, the investors’ objective should be to build versatile portfolios that can adapt to quickly changing market conditions and can resist unexpected events. In other words, all weather-portfolios that while behaving defensively can also participate in market rallies.

    Join this webinar where Pierre Debru, Director, Research, WisdomTree and Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree will shed some light on which assets could be best suited for an uncertain environment. The webinar will conclude with a live Q&A session.

    This webinar will focus on:
    o Macro Review of environment with focus on uncertainty
    o Introduction of Framework that focuses on versatile assets best suited for uncertainty
    o Asset by Asset Class Review of those Versatile Assets
    o Portfolio Examples
  • Carmignac Investment Update (auf Deutsch)
    Carmignac Investment Update (auf Deutsch)
    Gergely Majoros, Member of the Investment Committee Recorded: May 29 2020 14 mins
    In den letzten zwei Monaten haben wir unsere wöchentlichen Markteinblicke geteilt, um Sie in dieser Ausnahmesituation zu begleiten. Es ist uns ein Anliegen, Sie auch weiterhin über unsere Analyse der Situation und die Umsetzung der Anlagestrategie in unseren Hauptfonds auf dem Laufenden zu halten.
  • Xtrackers Capital Markets Monthly Update
    Xtrackers Capital Markets Monthly Update
    Bhaven Patel & Jamie Hartley, DWS Recorded: May 29 2020 17 mins
    With current market volatility and macroeconomic challenges, ETFs continue to be a key instrument in providing transparency, liquidity and efficiency.

    To capture this, the Xtrackers Capital Markets team will be hosting short monthly update calls discussing the current trading environment, flows, spreads and liquidity within ETFs across all asset classes.
  • Aggiornamento sulla Strategia di Investimento Carmignac
    Aggiornamento sulla Strategia di Investimento Carmignac
    Zaccaria Al Jundi, Business Development Manager Recorded: May 29 2020 21 mins
    Negli ultimi due mesi abbiamo fornito i nostri approfondimenti settimanali sul mercato per accompagnarvi in questo periodo molto particolare. Riteniamo importante continuare a fornire la nostra analisi della situazione e della strategia di investimento attuata nei nostri principali fondi.
  • Actualización de estrategias de inversión de Carmignac
    Actualización de estrategias de inversión de Carmignac
    Ignacio Lana, Head of Country Spain & Portugal Recorded: May 29 2020 20 mins
    Durante los últimos dos meses, hemos estado compartiendo nuestra visión de mercado todas las semanas, para así poder acompañarle en este período tan particular. Creemos que es importante continuar actualizándole sobre nuestro análisis de la situación y estrategias de inversión implementadas en nuestros principales fondos.
  • Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Andrew Lin Recorded: May 28 2020 50 mins
    DBRS Morningstar invites you to join a 40-minute discussion on the impact that the COVID-19 pandemic has had on global transportation infrastructure. During the webinar, senior analysts from the DBRS Morningstar Infrastructure Fiance team will focus on the pandemic’s impact on traffic volumes of toll roads, airports and container ports.
    The analysts will also present their outlook on the three sectors over the coming months and years. From a credit perspective, the analysts will summarize key business risks and financial ratios that DBRS Morningstar uses when rating companies and projects in these sectors, and will present case studies on some of the key issuers that they work with.
    The webinar will be followed by an interactive question-and-answer session.
  • High Conviction Investing in Japan
    High Conviction Investing in Japan
    Andrew Mccagg, Client Portfolio Manager, Japanese Equities; Ben Sackitey, Business Development Director, UK Wealth Recorded: May 28 2020 17 mins
    Investors in Japan have often overlooked quality companies with strong and sustainable returns. In an uncertain world this represents a major investment opportunity but comprehensive research and selectively are vital.
  • Mid-year outlook: Emerging from the depths (8 June)
    Mid-year outlook: Emerging from the depths (8 June)
    Paul Diggle, Ben Ritchie, Brett Diment, Donald Amstad Jun 8 2020 8:30 am UTC 90 mins
    As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

    Please join us for our mid-year events, where our panel experts will address these questions and more.

    Agenda:
    • The long-term economic and political ramifications of the Coronavirus Crisis - Paul Diggle, Senior Economist
    • European equities: A stock pickers market - Ben Ritchie, Head of European Equities
    • EMD following the Covid-19 shock - Brett Diment, Head of Global Emerging Market Debt
    • The rise of China: Part 2 - Donald Amstad, COO – APAC Distribution & Head of Investment Specialists – APAC
  • Investing in innovation and blue nature: A World Oceans Day webinar
    Investing in innovation and blue nature: A World Oceans Day webinar
    Responsible Investor in partnership with Credit Suisse and Ocean Unite Jun 8 2020 2:00 pm UTC 90 mins
    In recognition of UN World Oceans Day 2020, we are delighted to invite you to join us for a webinar ‘Investing in innovation and blue nature’. The webinar, co-hosted by Credit Suisse, Ocean Unite, Responsible Investor and the EU Commissioner for Environment, Oceans and Fisheries will explore the initiatives supporting the ambition of protecting 30% of the Ocean by 2030. Themes discussed will include: the science behind regenerating marine biodiversity, how to reduce financial risk from degrading ocean health and build resilience to change, and the critical involvement of the financial and investor communities to achieve results.

    Keynote:

    Virginijus Sinkevicius - EU Commissioner for Environment, Oceans
    and Fisheries

    Speakers:

    Marisa Drew - Chief Executive Officer, Impact Advisory and
    Finance (IAF) Department, Credit Suisse

    Prof. Callum Roberts - Professor of Marine Conservation,
    University of York

    Karen Sack - ORRAA Co-Director, President and CEO
    Ocean Unite

    Facilitated by: Dennis Fritsch - Researcher, Responsible Investor
  • Mid-year outlook: Emerging from the depths (9 June)
    Mid-year outlook: Emerging from the depths (9 June)
    Amanda Young, Stephanie Kelly, Roger Pim, Anne Breen Jun 9 2020 8:30 am UTC 90 mins
    As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

    Please join us for our mid-year events, where our panel experts will address these questions and more.

    Agenda:
    • Responsible Investment and Covid-19 - Amanda Young, Global Head of Responsible Investment
    • ASI Research Institute: Inequality gone viral - Stephanie Kelly, Senior Political Economist
    • Economic Infrastructure: Robust performance in challenging times - Roger Pim, Senior Investment Director, Infrastructure
    • Having a real impact as a landlord - Anne Breen, Global Head of Investment Process & Strategy (Real Estate)
  • UK Equity Income: Investment Considerations & Dividend Scenarios
    UK Equity Income: Investment Considerations & Dividend Scenarios
    Colin Morton, Manager, Franklin UK Equity Income Fund Jun 9 2020 10:00 am UTC 45 mins
    Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will share his investment outlook and detail how he is positioning his portfolios in the current environment. Colin’s presentation will be tailored for professional fund buyers and will cover the key themes and stock ideas that are central to his thinking;
    •Key themes driving performance
    •Recent portfolio changes
    •Outlook and positioning
  • The Royal Mint Physical Gold ETC | Investing in Responsibly Sourced Gold
    The Royal Mint Physical Gold ETC | Investing in Responsibly Sourced Gold
    Jatin Patel, Head of Wealth Management, The Royal Mint & Hector McNeil, Co-CEO, HANetf Jun 9 2020 2:00 pm UTC 60 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    In February this year, Britain’s oldest institution The Royal Mint became the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity (ETC), leveraging it’s unique 1,100 year reputation for trust and security to provide a compelling, new opportunity for investors.

    Hear from Jatin Patel, Head of Wealth Management at the The Royal Mint and Hector McNeil, Co-CEO at HANetf, where they will cover:

    • The history of The Royal Mint

    • The Royal Mint’s business lines

    • Introducing The Royal Mint Physical Gold ETC (RMAU): gain exposure to responsibly sourced gold bars and reduce systemic risk

    • Outlook for gold

    • Q&A
  • Thematic Investing: Technological Transformation
    Thematic Investing: Technological Transformation
    Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree Jun 9 2020 3:00 pm UTC 60 mins
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

    In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics. Specific areas of discussion include:


    Our Panel includes:
    [Moderator] Justin Simler of Tatton Investment Management
    Richard Lightbound, CEO, EMEA of Robo Global
    Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
    Christopher Gannatti, Head of Research, Europe for WisdomTree
  • Modern China: Financial Cooperation for Solving Sustainability Challenges
    Modern China: Financial Cooperation for Solving Sustainability Challenges
    Cary Krosinsky, Real Impact Tracker and Ben Yeoh, RBC Global Asset Management (UK) Limited Jun 9 2020 3:00 pm UTC 75 mins
    Please join Cary Krosinsky, co-founder of Real Impact Tracker, and Lecturer at Yale University, in conversation with Ben Yeoh, Senior Portfolio Manager, RBC Global Equity, as they discuss Cary's new book Modern China: Financial Co-operation for Solving Sustainability Challenges. The book is an on-the-ground perspective of what’s really happening in China today; the country’s recent growing economy, its desire and need to solve environmental challenges and the new positive dynamic created by its need for foreign capital.
  • Supply chain management during the COVID-19 crisis
    Supply chain management during the COVID-19 crisis
    The PRI, Robeco, OECD and United Nations University Jun 10 2020 8:00 am UTC 60 mins
    The COVID-19 crisis has given more visibility to already existing social issues and has brought to the forefront the importance for businesses to embed and respect human rights. During this webinar we will cover some of the social risks that have been amplified during the crisis particularly when it comes to global supply chains, including modern slavery, health and safety and layoffs and lack of income protection for workers. We will also cover, how investors are adapting their engagement practices and their expectations for companies now and during the recovery to better prepare and become more resilient to shocks in the future.

    The webinar will last for 60 min, and there will be opportunity for Q&A.

    Speakers include:
    James Cockayne , Director, United Nations University
    Peter van der Werf, Senior Engagement Specialist, Director, Team Lead Engagement, Robeco
    Barbara Bijelic, Legal Expert, Responsible Business Conduct, OECD
    Moderated by: Elena Espinoza, Manager, Social Issues, PRI
  • DWS ESG TALKS - Taking Climate Stewardship to the Next Level
    DWS ESG TALKS - Taking Climate Stewardship to the Next Level
    Nezhla Mehmed, LL.M., Corporate Governance Specialist, & Michael Lewis, Head of ESG Thematic Research, DWS Jun 10 2020 8:30 am UTC 45 mins
    Please join us every week for our 'DWS ESG TALKS' webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts across the platform incorporating all asset classes and business lines.

    On Wednesday 10th June, Michael will be joined by Nezhla Mehmed, an ESG Specialist in the Corporate Governance Center at DWS. Together they will explore why and how investor action on climate risk needs to be taken to the next level. Stewardship and active ownership have become central in the world of investments and being a responsible investor, once a niche area, is becoming essential and ultimately a licence to operate from a fiduciary perspective. As we are battling COVID-19, we realise just how vulnerable our global capital market is to unexpected developments and how we need to act together to address a common issue, whether a global disease or climate change.

    Agenda:
    _The urgency of the climate crisis and how Covid-19 might invigorate action and change investing forever
    - How regulatory developments are increasingly fostering long-termism
    - Stewardship creates added value not only in qualitative but also in quantitative terms, and it is becoming an important driver for asset manager selection
    - Are investors doing enough: the need to focus on relevant areas in evaluating progress of companies’ climate policies

    Speakers:
    _ Nezhla Mehmed, LL.M., Corporate Governance Specialist, DWS
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • Seilern Funds – Présentation générale (en Français en partenariat avec K Funds)
    Seilern Funds – Présentation générale (en Français en partenariat avec K Funds)
    Corentin Massin, Seilern Investment Management & Jocelyn Kiefe, K Funds Jun 10 2020 12:30 pm UTC 60 mins
    Corentin Massin, gérant de portefeuille, présente la société, sa philosophie et son approche de gestion ainsi que le positionnement actuel.
    La webconférence sera aussi l’opportunité de poser des questions directement en ligne à l’équipe de gestion en fin de présentation.
  • Fixed income: beware the sirens of complacency
    Fixed income: beware the sirens of complacency
    Nick Maroutsos & Jason England Jun 10 2020 2:00 pm UTC 60 mins
    After the economic and market shock of recent months it is easy for investors to assume that policy stimulus and an easing of lockdowns will lead to a return to normality. In this presentation Nick Maroutsos and Jason England, co-managers of the Absolute Return Income strategy at Janus Henderson, discuss:

    •The risks that are facing fixed income markets as corporate borrowers adjust to a new reality, government debt loads swell and political concerns return.
    •Why it is more important than ever to identify value on the yield curve.
    •How they have positioned the portfolio to capture opportunities and navigate market volatility.
  • DWS Trend Talks: Perspectivas de Mercado Junio
    DWS Trend Talks: Perspectivas de Mercado Junio
    Mariano Arenillas, Head of DWS Iberia Jun 11 2020 9:00 am UTC 60 mins
    En esta nueva sesión, presentaremos nuestras perspectivas, así como nuestras ideas de inversión para el entorno actual de mercado.
  • Carmignac bi-monthly rendezvous #1 (in English)
    Carmignac bi-monthly rendezvous #1 (in English)
    Didier Saint-Georges, Axelle Pinon et Christophe Younes Jun 11 2020 1:00 pm UTC 30 mins
    We have put in place bi-monthly webinars to provide regular market insights and update on our investment strategy implemented in our main funds.
  • Present and Future of European Non-performing Loan Disposal and Performance
    Present and Future of European Non-performing Loan Disposal and Performance
    Gordon Kerr, Senior Vice President, Head Structured Finance Research, DBRS Morningstar Jun 11 2020 2:00 pm UTC 75 mins
    DBRS Morningstar invites you to attend a webinar on the present and future of European nonperforming loans (NPLs) disposal and performance on 11 June 2020. The webinar will be hosted by Gordon Kerr, Head of European Structured Finance Research, in London. Gordon will be joined by Alessio Pignataro, Head of European NPL; Nichola James, Co-Head of Sovereign Ratings; Elisabeth Rudman, Head of European Financial Institutions group; and Christian Aufsatz, Head of European Structured Finance.

    This time last year the industry was getting ready for Structured Finance’s most attended event in Europe: Information Management Network’s Global ABS conference. Given that the event has been cancelled this year, DBRS Morningstar would like you to attend our high-level webinar on the state of European NPLs with presentations from our Sovereign, Banking, and Structured Finance teams. The webinar will focus on the importance of NPLs, their disposal and performance for European debt markets before and during the coronavirus pandemic economic crisis, and the NPL outlook for the future.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.
  • [Sector focus special] The impact of Covid-19: Technology
    [Sector focus special] The impact of Covid-19: Technology
    Paddy Flood, Alex Blofield, George Ullstein Jun 11 2020 2:00 pm UTC 60 mins
    Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

    In this edition we focus on the Tech sector with our Technology and Consumer Global Sector Specialists, Paddy Flood, Alex Blofield and George Ullstein.

    You will have the opportunity to have your questions answered by the speakers live.
  • Rendez-vous bimensuel avec Carmignac #1 (en français)
    Rendez-vous bimensuel avec Carmignac #1 (en français)
    Didier Saint-Georges, Axelle Pinon et Christophe Younes Jun 11 2020 2:00 pm UTC 30 mins
    Nous avons instauré des web conférences bimensuelles afin de vous présenter notre analyse de marché et la stratégie d'investissement mise en œuvre dans nos principaux Fonds.
  • The Evolution of The Medical Cannabis Market | Investing in Medical Cannabis
    The Evolution of The Medical Cannabis Market | Investing in Medical Cannabis
    HANetf, Purpose Investments, BMO Capital Markets, Khiron Life Sciences Jun 11 2020 2:00 pm UTC 60 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    The medical Cannabis market is one of the fastest developing industries globally. Hear from Global Experts on North American & European trends.

    Nawan Butt and Greg Taylor from Purpose Investments, Paul Gurney, BMO Capital Markets and Tejinder Virk of Khiron Life Sciences will discuss the evolution of the medical cannabis sector and will cover:

    - Introduction to cannabis and CBD wellness: what is the difference between medical cannabis and pharmaceutical cannabis? Global market size and regulatory changes

    - Medical cannabis market: a discussion on the medical cannabis space in Europe and the UK and a macro overview

    - Khiron Life Sciences: What is Project 2021 and how does this impact the UK medical market?

    - Fireside chat with Purpose Investments, BMO Capital Markets and Khiron Life Sciences

    - How investors can gain exposure to medical cannabis: The Medical Cannabis and Wellness UCITS ETF explained
  • The Inevitable Policy Response - The value of nature-based solutions
    The Inevitable Policy Response - The value of nature-based solutions
    The PRI, KLP Asset Management and Vivid Economics Jun 11 2020 2:00 pm UTC 60 mins
    PRI and Vivid Economics present the latest outputs from the pioneering project the Inevitable Policy Response – focussing on the value of nature-based solutions and the opportunities for global investors.

    • An inevitable policy response to climate change will increase the breadth and ambition of forest policy, with enormous growth potential for nature-based solutions.
    • This large-scale climate forestry effort will involve massive increases in finance, ramped up rapidly across multiple regions.
    • Forest-based carbon stocks can generate nearly US$7.7 trillion in net present value through to 2050, increasingly relying on private sector financing mechanisms delivered through novel business models.
    • Investors will need to move early and support market development over the near-term in order to position themselves to take advantage of large medium and long term opportunities.

    Speakers include:
    Thomas Kansy, Director, Vivid Economics
    Jeanett Bergan, Head of Responsible Investment, KLP Asset Management
    Gemma James, Head of Environmental Issues, PRI
    Moderated by: Sagarika Chatterjee, Director of Climate Change, PRI
  • Rendezvous quincenales con Carmignac #1 (en español)
    Rendezvous quincenales con Carmignac #1 (en español)
    Ignacio Lana, Head of Country Spain & Portugal Jun 12 2020 7:30 am UTC 30 mins
    Hemos organizado webinars quincenales para proporcionarle información periódica del mercado y actualizaciones de nuestras estrategias de inversión implementadas en nuestros principales Fondos.
  • Rendez-vous bimensile con Carmignac #1 (in italiano)
    Rendez-vous bimensile con Carmignac #1 (in italiano)
    Zaccaria Al Jundi, Business Development Manager Jun 12 2020 9:00 am UTC 30 mins
    Al fine di fornirvi informazioni sul mercato vi aggiorneremo tramite webinar bimensili sulla nostra strategia di investimento implementata nei principali fondi.
  • Rendez-vous mit Carmignac (alle zwei Wochen) #1 (auf Deutsch)
    Rendez-vous mit Carmignac (alle zwei Wochen) #1 (auf Deutsch)
    Gergely Majoros, Member of the Investment Committee Jun 12 2020 1:00 pm UTC 30 mins
    Wir bieten Ihnen zwei Mal im Monat Webinare an, um Sie über unseren Marktausblick und die umgesetzte Anlagestrategie in unseren Hauptfonds auf dem Laufenden zu halten.
  • M&G Webcasts QUINCENALES: Actualización de mercados y nuestros fondos
    M&G Webcasts QUINCENALES: Actualización de mercados y nuestros fondos
    Pilar Arroyo y Borja González Jun 16 2020 8:00 am UTC 60 mins
    Nos complace informarte que durante las próximas semanas, desde M&G te proponemos una serie de WEBCASTS QUINCENALES cuyo objetivo es hacer una actualización de mercados globales de renta fija y renta variable, en el marco de nuestros principales fondos de renta fija y multi-activos.

    ***Presentación válida como 1 hora de formación para las recertificaciones de EIA, EIP, EFA, EFP. Puedes enviar un email a maría.sola@mandg.com con tu nombre completo y número de asociado/a, para poder enviarte el correspondiente certificado****
  • Discussion on the merits of a proposed UK Professional Investor Fund
    Discussion on the merits of a proposed UK Professional Investor Fund
    Melville Rodrigues, Senior Consultant, Ocorian Jun 16 2020 8:15 am UTC 45 mins
    The regulatory landscape for UK funds is beginning to shift. In its Spring 2020 Budget, the government stated that it will "undertake a review of the UK’s funds regime during 2020. This will cover direct and indirect tax, as well as relevant areas of regulation, with a view to considering the case for policy changes".

    Our panel members have been actively involved in lobbying for the Professional Investor Fund or “PIF”, and many in our industry welcome this statement. There is a gap in the UK's fund offering for fund offering for professional investors in comparison to that offered by international competitors.

    • Simon Burgess, Head of Alternative Investments, - Ocorian (Moderator)
    • Melville Rodrigues Senior Consultant, Funds Services - Ocorian
    • Nick Colley Principal - Property Funds Research
    • John Forbes, Principal - John Forbes Consulting
  • VBDO ONLINE EXPERT SESSION, powered by DWS
    VBDO ONLINE EXPERT SESSION, powered by DWS
    An overview of all presenters is available in the webinar description Jun 16 2020 1:00 pm UTC 105 mins
    CLIMATE TRANSITION RISK, BEFORE AND AFTER THE COVID-19 WAKE-UP CALL.

    VBDO (Dutch Association of Investors for Sustainable Development) invites you to join this online expert session.

    Based on our yearly benchmark research for Dutch pension funds and insurance companies with regards to responsible investment, we concluded that investors often still lack a comprehensive approach for dealing with climate risk.

    However, to be aligned with the Paris agreement, companies, regulators, governments and investors should together focus their actions to deliver a climate neutral economy. With many governments struggling to formulate clear policies, they take different approaches and show different progress at different speed.

    How has COVID-19 changed the outlook, what will it take to keep us at these lower emission levels and what is the risk that we will simply rush back to business as usual, and in doing so precipitate the next disruptive crisis?

    And how will investors assume their responsibility, for example by adjusting their portfolios to be positioned to minimise the risks and capture the opportunities during the transition to a carbon neural economy?

    This VBDO online expert session, in cooperation with DWS, offers the opportunity to find answers to these questions, enjoy a lively discussion with renowned experts in the field and more.

    Program Online Expert Session June 16th, 3:00 - 4:30 PM:
    • Introduction by Jacqueline Duiker, Senior Manager Sustainability & Responsible Investment, VDBO
    • The Inevitable Policy Response by Don Gerritsen, Regional Head Benelux PRI and Jason Eis, Executive Director Vivid Economics
    • Dark and light green low carbon benchmarks and indices by Andreas Hoepner, University College Dublin and member of the EU Technical Expert Group on Sustainable Finance
    • Transition risks and opportunities by Michael Lewis, Head of ESG Thematic Research at DWS
    • Q&A

    We hope to welcome you.
    Jacqueline Duiker, VDBO