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European Investors

  • AB Emerging Markets Multi-Asset Portfolio: 2Q19 Portfolio Review and Update
    AB Emerging Markets Multi-Asset Portfolio: 2Q19 Portfolio Review and Update
    Morgan Harting Portfolio Manager–Multi-Asset Solutions Recorded: Jul 19 2019 49 mins
    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.
  • Asia Pacific Equity Income Fund - Q2 review
    Asia Pacific Equity Income Fund - Q2 review
    Tony Jordan Recorded: Jul 19 2019 58 mins
    Fund Manager Tony Jordan will run through the performance of the Asia Pacific Equity Income fund for Q2.
  • Waverton European Dividend Growth Update Q2 2019
    Waverton European Dividend Growth Update Q2 2019
    Charles Glasse, Manager of the European Dividend Growth Fund Recorded: Jul 19 2019 19 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend Growth Fund and an overview of the current outlook
  • Japanese Equities - Long-term investing in the Reiwa era
    Japanese Equities - Long-term investing in the Reiwa era
    Mitsuhiro Yuasa Recorded: Jul 19 2019 5 mins
    Insight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa.
  • WebConference with WM
    WebConference with WM
    Teresa Gioffreda Recorded: Jul 19 2019 39 mins
    Aggiornamento mensile
  • Responsibly Active for a Century
    Responsibly Active for a Century
    Michael Roberge, MFS Chief Executive Officer Recorded: Jul 18 2019 6 mins
    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.
  • Waverton European Capital Growth Fund Update Q2 2019
    Waverton European Capital Growth Fund Update Q2 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Recorded: Jul 18 2019 19 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and an overview of the current outlook
  • DBRS Webinar: Structured Finance H1 2019 Update
    DBRS Webinar: Structured Finance H1 2019 Update
    Gordon Kerr, Head of European Structured Finance Research Recorded: Jul 18 2019 25 mins
    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.
  • Technology in the face of uncertainty
    Technology in the face of uncertainty
    Alison Porter Recorded: Jul 18 2019 43 mins
    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.
  • Kopernik Global All-Cap Equity Fund Q2 2019 Webcast
    Kopernik Global All-Cap Equity Fund Q2 2019 Webcast
    David Iben Recorded: Jul 18 2019 32 mins
    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.
  • Dynamic UK Equity - Q2 review
    Dynamic UK Equity - Q2 review
    Jonathan Rawicz Recorded: Jul 18 2019 25 mins
    Fund Manager Jonathan Rawicz will run through the performance of the Dynamic UK Equity fund for Q2.
  • Carmignac Investment Views: Variations on the balance theme
    Carmignac Investment Views: Variations on the balance theme
    Didier Saint-Georges Recorded: Jul 17 2019 31 mins
    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.
  • Driving Today’s Financial System for the Resilient Climate of Tomorrow
    Driving Today’s Financial System for the Resilient Climate of Tomorrow
    Paul Smith (UNEP FI), Alan Miller, Stacy Swann (Climate Finance Advisors), tba (Global Commission on Adaptation) Recorded: Jul 17 2019 75 mins
    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
  • Aggiornamento BNY Mellon Global Real Return Fund
    Aggiornamento BNY Mellon Global Real Return Fund
    Lo Gatto, Senior Sale BNY Mellon Investment Management e Catherine Doyle, Investment Specialist BNY Mellon Global Real Return Recorded: Jul 17 2019 43 mins
    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.
  • Q&A Session: Janus Henderson UK Absolute Return Update
    Q&A Session: Janus Henderson UK Absolute Return Update
    Luke Newman Recorded: Jul 17 2019 48 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.

    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.
  • China Macro and Trade Update: What's Different in 2019?
    China Macro and Trade Update: What's Different in 2019?
    Kevin Liu, Executive Director of CICC Research and Brendan Ahern, Chief Investment Officer of KraneShares Recorded: Jul 17 2019 56 mins
    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.
  • Carmignac - Notre vision des marchés : Variations sur le thème de l’équilibre
    Carmignac - Notre vision des marchés : Variations sur le thème de l’équilibre
    Didier Saint-Georges Recorded: Jul 17 2019 35 mins
    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.
  • WebConference: panorama di metà anno
    WebConference: panorama di metà anno
    UBS Asset Management Recorded: Jul 17 2019 39 mins
    Scopri l'aggiornamento semestrale delle soluzioni in focus di UBS Asset Management.
  • The clean energy transition - not just an opportunity but a necessity
    The clean energy transition - not just an opportunity but a necessity
    Mark Lacey, Alex Monk Recorded: Jul 16 2019 23 mins
    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.
  • From UN PRI signatory to SRI integration
    From UN PRI signatory to SRI integration
    Thierry Feltgen - SRI Project Manager Recorded: Jul 16 2019 24 mins
    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.
  • Communications & Information Infrastructure: Current Market Opportunities
    Communications & Information Infrastructure: Current Market Opportunities
    Adam Ringer, Principal, Infrastructure Equity, AMP Capital Recorded: Jul 16 2019 34 mins
    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.
  • Part 6 - Thematic Investing - IPOs and Spin Offs
    Part 6 - Thematic Investing - IPOs and Spin Offs
    Gregg Guerin, Senior Product Specialist Recorded: Jul 16 2019 5 mins
    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.
  • Heptagon Future Trends Equity Fund Q2 2019 Webcast
    Heptagon Future Trends Equity Fund Q2 2019 Webcast
    Alexander Gunz Recorded: Jul 16 2019 35 mins
    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.
  • Strategic Portfolio UCITS fund - Q2 review
    Strategic Portfolio UCITS fund - Q2 review
    Sailesh Bhundia Recorded: Jul 15 2019 26 mins
    Join fund manager Sailesh Bhundia as he gives a Q2 update for the Strategic Portfolio UCITS fund.
  • Profiling a successful European company
    Profiling a successful European company
    James Ross Recorded: Jul 15 2019 32 mins
    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.
  • Engagement Update Webinar
    Engagement Update Webinar
    Daniel Jarman, David Sneyd and Kalina Lazarova Jul 22 2019 1:00 pm UTC 30 mins
    Join us for our Client Engagement webinar update on Monday, 22nd July.
    Daniel Jarman, David Sneyd and Kalina Lazarova of the Responsible Investment team will provide an overview and analysis of the highlights from this year’s proxy voting season. 
  • Driehaus Emerging Markets Equity Fund Q2 2019 Webcast
    Driehaus Emerging Markets Equity Fund Q2 2019 Webcast
    Driehaus Investment Team Jul 22 2019 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • BPI Alternative Fund - Iberian Equities Long-short 2nd Quarter 2019
    BPI Alternative Fund - Iberian Equities Long-short 2nd Quarter 2019
    Paulo Freire Oliveira Jul 22 2019 2:00 pm UTC 45 mins
    BPI Alternative Fund is a long/short equity fund that invests in listed Portuguese and Spanish shares or equity linked instruments.
  • WCM Global Equity Fund Q2 2019 Webcast
    WCM Global Equity Fund Q2 2019 Webcast
    WCM Investment Management Team Jul 23 2019 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • SKYY Rebalance | Investing in Cloud Technologies
    SKYY Rebalance | Investing in Cloud Technologies
    HANetf and Anthony Ginsberg,Sponsor, HAN-GINS Cloud Technology UCITS ETF Jul 23 2019 3:00 pm UTC 45 mins
    HANetf looks at the semi-annual rebalance of SKYY - HAN-GINS Cloud Technology UCITS ETF. This webinar will cover:

    - SKYY: A unique AI methodology
    - New companies added to portfolio
    - Companies dropped from the portfolio
    - Changes to sector and regional weights
    - New constituents in focus
  • Japan Equity Fund - Q2 review
    Japan Equity Fund - Q2 review
    Michele Malingamba Jul 24 2019 1:00 pm UTC 60 mins
    Join fund manager Michele Malingamba as he presents a Q2 update for the Japan Equity Fund.
  • CROCI Intellectual Capital
    CROCI Intellectual Capital
    Colin McKenzie, Head of CROCI Intelligence Jul 24 2019 1:00 pm UTC 60 mins
    Join us as we discuss the CROCI in the context of intellectual capital. Established in 1996, CROCI or “Cash Return on Capital Invested” is a proprietary economic valuation approach. Its methodology analyses companies in a way that reframes balance sheets, mitigating the effects of heterogeneous accounting standards and allowing comparability using the derived CROCI economic P/E. The presentation will touch on how companies with intangible assets (R&D & Brands) have largely been able to defy a backdrop of lacklustre growth in the global economy while companies without intellectual capital have struggled to generate any growth, and how to capture opportunities in this space.
  • Q2 Investment Update
    Q2 Investment Update
    Seilern Investment Team Jul 25 2019 8:30 am UTC 60 mins
    We are pleased to invite you to our Q2 webcast. Members of the Investment team, will provide an update on the funds, as well as offer insight regarding current topics of research.
  • Global Asset Allocation Viewpoint: Q3 2019
    Global Asset Allocation Viewpoint: Q3 2019
    Yoram Lustig & Nick Samouilhan Jul 25 2019 9:00 am UTC 60 mins
    Join us on 25 July at 10:00am BST / 11:00am CET for our second quarterly asset allocation webinar, as our Multi-Asset Solutions team - Yoram Lustig and Nick Samouilhan - share their views on which asset classes and regions are presenting the greatest opportunities and risks. They will also discuss key themes and ideas that may play out over the coming months, to help you with positioning portfolios and have more actionable conversations with clients. You will be able to put your questions directly to Yoram and Nick during the webinar.
  • Yacktman US Equity Fund Q2 2019 Webcast
    Yacktman US Equity Fund Q2 2019 Webcast
    Jason Subotky Jul 25 2019 1:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Jul 25 2019 1:00 pm UTC 60 mins
    We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

    The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

    Learning Objectives:

    • Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
    • Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
    • Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
  • Global Absolute Return Strategies (GARS) Q3 update
    Global Absolute Return Strategies (GARS) Q3 update
    Neil Richardson Jul 25 2019 3:00 pm UTC 60 mins
    Please join us to hear an update from Fund Manager Neil Richardson and Global Asset Specialist Christopher Nichols discussing the key themes within the portfolio and providing a summary of our current positions and outlook for Q4 2019.
  • Investing in Africa's Consumer Boom | EMQQ
    Investing in Africa's Consumer Boom | EMQQ
    Kevin Carter Founder & Chief Investment Officer, EMQQ Jul 25 2019 3:00 pm UTC 45 mins
    Internet connectivity is transforming the experience for the African consumer, creating new opportunities for both local entrepreneurs and international investors. This webinar looks at:
    - The new African consumer
    - The African broadband revolution
    - The African companies poised to benefit
    - Amazon isn't in Africa - we look at who is leading local ecommerce growth
  • Dynamic European Equity - Q2 review
    Dynamic European Equity - Q2 review
    Bibiana Carretero Jul 26 2019 2:00 pm UTC 60 mins
    Join Bibiana Carretero as she gives a Q2 update for the Dynamic European fund.
  • BPI Iberia - Highlights 2Q2019
    BPI Iberia - Highlights 2Q2019
    Paulo Freire Oliveira Jul 26 2019 2:00 pm UTC 45 mins
    BPI Iberia invests in listed Portuguese and Spanish shares or equity linked instruments.

    The fund aims to beat the benchmark* over a reasonable time frame through an active management approach.

    *benchmark = 80% IBEX35TR Index + 20% PSI20TR Index
  • Perspectivas de inversión: Variaciones en la temática del equilibrio
    Perspectivas de inversión: Variaciones en la temática del equilibrio
    Didier Saint-Georges Jul 29 2019 8:00 am UTC 45 mins
    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.
  • Carmignac's Markteinschätzung: Variationen des Gleichgewichts
    Carmignac's Markteinschätzung: Variationen des Gleichgewichts
    Gergely Majoros Jul 29 2019 12:00 pm UTC 45 mins
    Gergely Majoros, Mitglied des Investmentkomitees, erläutert Ihnen innerhalb von ca. 30 Minuten unsere aktuelle Markteinschätzung und unsere globale Investment-Strategie.
    Ihre Fragen werden im Anschluss an die Präsentation beantwortet.
  • Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Andrew Kurita Jul 29 2019 1:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • BPI Africa Fund - Upcoming Potential Catalysts
    BPI Africa Fund - Upcoming Potential Catalysts
    Teresa Pinto Coelho Jul 30 2019 2:00 pm UTC 45 mins
    BPI Africa is an Equity fund that invests in companies with significant operations located in Africa, without any country or sector restrictions.

    The fund aims to provide the investor with direct access to markets with high growth potential and that are not directly reachable, in the African continent.
  • Behavioral Economics & the SDGs
    Behavioral Economics & the SDGs
    Nathan Maddix, CEO, Beglobal Insights | Patrick Lown, PhD, Head of Research Beglobal Jul 30 2019 3:00 pm UTC 63 mins
    In this webinar series, we will discuss how behavioral economics mindsets apply to the goals and initiatives of leading organizations, including international orgs (UN, SDGs) and corporates (ESG).
  • Conferenza sul web in italiano: Variazioni sul tema dell’equilibrio
    Conferenza sul web in italiano: Variazioni sul tema dell’equilibrio
    Sandra Crowl Jul 31 2019 9:00 am UTC 45 mins
    Partecipi al prossimo webinar con Sandra Crowl, che parlerà delle attuali strategie globali e di investimento di Carmignac. LA CONFERENZA SARA’ IN ITALIANO.
  • The evolution of online gaming – Opportunities for Emerging Markets investors
    The evolution of online gaming – Opportunities for Emerging Markets investors
    Divya Mathur, Portfolio Manager Global Emerging Markets Jul 31 2019 1:00 pm UTC 45 mins
    •The gaming ecosystem – how it works
    •What has been driving growth and popularity
    •Impact of Chinese regulations and outlook
    •Opportunities for investors and what we look for – diversified risk i.e investment in hardware companies as well as tech
  • BPI Brasil - Highlights 2Q2019
    BPI Brasil - Highlights 2Q2019
    João Caro Sousa Jul 31 2019 2:00 pm UTC 45 mins
    BPI Brasil is a long only Fund that invests in listed Brazilian equities and fixed income.

    The fund aims to provide the investor with direct access to a market with high growth potential and offer a sustainable return over a reasonable time frame through an active management approach
  • Sustainability Quarterly July 2019
    Sustainability Quarterly July 2019
    Jessica Ground, Global Head of Stewardship Jul 31 2019 3:00 pm UTC 60 mins
    Schroders' Global Head of Stewardship Jessica Ground provides the Team's views on their latest ESG-related research