European Investors

Collegati all'appuntamento mensile di UBS Asset Management

Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free

Password: 68652

Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free

Password: 68652

With the rise of sustainable investing, a spectrum has emerged. We call this the 50 shades of green.

Triodos IM sustainable investment experts, Wouter van Maanen, Investor Relations Manager, and Andrea Palmer, Product Specialist, will shed light onto the most widely used sustainable investment strategies and dive into the key characteristics that make them each unique. They will explore ESG integration, best-in-class, negative exclusions, and impact investing. This webinar will equip you with the tools to identify the different ‘shades of green’ and to assess which of these strategies best fit your beliefs, needs, and ambitions.

In recent times, global interest rate markets have endured heightened volatility while certain yields across the global fixed income universe have turned negative. On this webinar, two of First Trust’s fixed income portfolio managers will discuss the opportunity set through a fixed income factor lens, as well as the attractiveness of individual country yield curves and currencies based on objective investment factors.

Key Discussion Points:

•Define carry, value and momentum factors impacting currencies and yield curves
•Evidence the effectiveness of these factors
•Apply these factors to real life examples

Trade wars and currency wars have created a large amount of volatility in both the stocks and bond markets over the past months. How should investors prepare their portfolios to deal with geopolitical uncertainty and volatility?

Join us for this 30 min webcast with Momtchil Pojarliev, Head of Currencies at BNP Paribas Asset Management.

The Mid Cap asset class has been a long-term outperformer; underpinned through a nimbleness to grow but with established leading positions in industry niches. We expect this combination to support continued outperformance, offering investors the best prospects for future value creation.

David Moss and Matthew Parker, Portfolio Managers for the UK equity team will discuss how we differentiate versus peers through our core Mid Cap offering.

Join the PRI, BlueBay Asset Management, RobecoSAM and Emerging Markets Investors Alliance for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

Speakers include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.

Graham Stock, EM Senior Sovereign Strategist, BlueBay Asset Management
Max Schieler, Executive Director, Senior SI Country Analyst, RobecoSAM
Fergus McCormick, Director of Sovereign Research, Emerging Markets Investors, Alliance

The Yield Book is offering a new Liquidity Ratio metric that is able to incorporate both traded price and volume informationm, as well as adjust for yield curve and sector-wide movements. The suite of liquidity metrics is calculated daily and made available through multiple delivery channels, including the Yield Book, Add-In, and API for USD-denominated bonds. Historical data is available for a 5-year period, which allows backfill of significant datasets to create an internal golden source for liquidity calculation as well as backtest historical portfolio liquidity.The webinar will take a closer look at liquidity metrics and transaction-level approaches to liquidity ratio analytics within fixed income markets.

The Webinar will cover:
- The measure produces intuitive results allowing for comparison across bonds and market
- Scalable measure that can be extended to global fixed income markets, beginning with coverage of the US corporate bond universe
- Innovative approaches to infer a liquidity score for bonds that do not have observed trades

Our live webinar will be hosted by Mikhail Bezroukov, Analytics Product Specialist.

Mention frontier markets to the average investor, and listen for a sharp intake of breath and woe betide warnings of extreme risk. Here’s the point they’re missing: annual volatility has been consistently lower across the frontier than in emerging or developed markets, and with lower correlation to global shocks.
East Capital Portfolio Advisor Emre Akcakmak scours the world for the most compelling investment opportunities in the first of a series of webinar interviews with emerging markets author and journalist Gavin Serkin.
Register to find out more and pose your questions.

DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the trends in global house prices on 24 September 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, and Ketan Thaker, Senior Vice President, Head of European RMBS & Covered Bonds, in London.

The discussion will focus on the drivers for real house price growth globally, as it appears to be reaching a peak. Real house price growth is losing momentum, and the drivers for further growth are diminishing. Ketan and Gordon will discuss various global market performances, their macro drivers and the way that DBRS incorporates house prices into its analysis of residential mortgage-backed securities and covered bonds.

The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.

Join us on 23 September at 4pm BST as we explore the topic of ESG integration in manager selection and monitoring. The webinar will feature industry experts from Aon and the San Francisco Employee’s Retirement System (SFERS).

As the effects of climate change shape our world, investors are coming under increasing pressure to integrate ESG into their processes. For asset owners who rely on external managers, it is vital to be able to understand and monitor the integration process. For those selecting funds on behalf of their clients, it is important to validate how ESG is being incorporated and if it is being done on a consistent basis.

Responsible Investor and Style Analytics are holding this webinar to discuss real examples of ESG integration, including a review of the key challenges faced and lessons learned from a public pension fund.

The speakers will also explore how ESG approaches differ between the US and the UK, the tools and practices developed to select and monitor fund managers, and how the industry can look at ESG alongside other traditional factors.

They will answer live audience questions at the end of the webinar.

Speakers:
Andrew Collins, Director of ESG & Responsible Investing, City and County of San Francisco Retirement System
Tim Manuel, UK Head of Responsible Investment, Aon
Bernie Nelson, President of Style Analytics North America


Moderator:
Tony Hay, Publisher, Responsible Investor

Broadcast live from London Stock Exchange’s auditorium:

Join the following session LIVE from the London Stock Exchange and listen to the presentations without leaving your office.

What do investors need to understand as they start to buy into fixed income ETFs?

Session Two Agenda (all times in BST and are approximate):

10:55am: Panel 3: Fixed income ETFs: Investigating the increasing demand
Panel 3: Investor spotlight: Investigating the increasing demand in fixed income ETFs
Moderator: Tom Eckett, Senior Writer ETF Stream
Panellists: Jose Garcia-Zarate, Associate Director, Passive Strategies Research, Morningstar Europe; James McManus, Head of ETF Research, Nutmeg; Jessica Singleton, Fixed Income Index Product Development & Strategy, DWS

11:30am: Panel 4: Fixed income ETFs 2.0: What do the new breed of products look like?
Moderator: David Stevenson, Editor-in-Chief, ETF Stream
Panellists: Irene Bauer, CIO Twenty20 Investments, Co-Founder Algo-Chain; Matt Brennan, Fund Manager, AJ Bell; Silvia Bosoni, Head of Italy ETFs, ETPs and open-end Funds, Listing and Market Development, Capital Markets, London Stock Exchange Group


12:05pm: Keynote: The Development of Passive Investment in Europe: presentation of the results of the EDHEC-Risk European ETF Survey 2019
Speaker: Riccardo Rebonato, PHD, Professor of Finance, EDHEC Business School; Ashley Fagan, Global Head of ETF, Indexing & Smart Beta Strategic Clients & UK/Ireland Strategy & Distribution, Amundi

12:35 Closing Remarks


*** Please note that this webinar is addressed exclusively to professional investors in Europe and/or jurisdictions where the funds or products are approved for distribution. ***

Ascolta l'aggiornamento mensile.

Broadcast live from London Stock Exchange’s auditorium:

Join the following session LIVE from the London Stock Exchange and listen to the presentations without leaving your office.

What do investors need to understand as they start to buy into fixed income ETFs?

Session One Agenda (all times in BST):

8:30am Opening Keynote: FTSE Russell Global Markets Research - Developed and emerging market bonds in a low interest rate world
Speaker: Robin Marshall, Director, Bond Research, FTSE Russell

8:55am Panel 1: Central banks and trade wars: What fundamentals are driving fixed income markets?
Moderator: Ed Bowsher, Senior Writer, ETF Stream
Panellists: Chris Peel, CIO, Tavistock Wealth
Jean-Paul Jaegers, Head of Asset Allocation, Barclays Investment Solutions

9:30am Panel 2: New ideas in the search for yield
Moderator: Jeffrey Sacks, Citi Private Bank, Head - EMEA Investment Strategy
Panellists: Henry Cobbe, Head of Research, Elston Consulting
Paul Syms, Head of EMEA ETF Fixed Income Product Management, Invesco
Stephen Isaacs, Chairman of the Investment Committee, Alvine Capital

10:05am Fireside Chat with M&G’s Jim Leaviss: What next for strategic bond investors?
David Stevenson, Editor-in-Chief, ETF Stream & Jim Leaviss, Head of Fixed Income (Mutuals Funds), Fund manager M&G Global Macro Bond Fund

10:25am Networking Break (end of first session)


*** Please note that this webinar is addressed exclusively to professional investors in Europe and/or jurisdictions where the funds or products are approved for distribution. ***

With central banks seemingly removing rate hikes from this year’s playbook, the current macroeconomic environment is highly supportive of gold and silver which, as inflation-busting assets, perform well during times of traditional currency weakness.

Please join Ned Naylor-Leyland for a live webcast, as he explains why now is the time for investors to pay close attention to silver, the broader attraction of gold, and why all eyes should be on real rates.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free

Password: 68518

Join the PRI, MN, Insight Investment and Social Progress Imperative for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

Speakers include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.

Onursal Kilic, Lead Portfolio Manager, MN
Joshua Kendall, Senior ESG Analyst, Insight Investment
Michael Green, Chief Executive Officer, Social Progress Imperative

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.

The scale of demographic change in the modern world is disrupting the healthcare landscape globally. Although this sector has not previously been traditionally considered part of the infrastructure asset class, infrastructure health assets offer essential services, defensive characteristics and stable revenues.



In this webinar, we’ll discuss the important role private capital plays in supporting the development of new healthcare infrastructure, the risks associated with investing in this asset class, and the social impact this important sector plays globally.

HANetf is joined by Dr. Axel Haus, Team Head for Qualitative Research at Solactive AG to discuss the impact of rebalancing on the HAN GINS Innovative Technologies UCITS ETF, ITEK.

- Economic, capital markets, and technological trends
- The changing shape of Industry 4.0
- Sector and regional changes
- Performance analysis of the Technology Sectors and ITEK
- Top 10 constituent changes
- Innovative Technology Sectors compared

Kevin Liu, Executive Director and Strategist of CICC Research and Brendan Ahern, Chief Investment Officer of KraneShares will provide their outlook for China's economy and capital markets for the remainder of 2019 and into 2020. They will also review MSCI's 2019 inclusion of Chinese A-Shares following MSCI’s August China A-Share rebalance with a look at the next inclusion in November.

- Scenario Analysis of Trade War
- China’s Economic and Policy Outlook for the remainder of 2019 and into 2020
- Earnings Review of US, Hong Kong, and Chinese listed Companies
- August China A Rebalance Recap and Forecast for 2019’s final China A inclusion in November

Amid an environment of disruption, along with: slowing growth; profit margin pressure;prolonged policy uncertainty, and complacency around financial leverage, it is increasingly important for investors to be positioned in durable businesses with pricing power and elements of self-help. Schroders international equity portfolio manager Simon Webber offers his views on the challenging macro landscape and where the team is finding the most compelling investment opportunities.