UK Financial Advisers

Co-managers James Lowen and Clive Beagles review the Fund's quarterly performance and portfolio activity as well as current portfolio positioning.

Shalin and Matt explain why being disciplined is key in the current market environment. Anomalous technical factors appear likely to stay, with the RL Corporate Bond Fund keen to take advantage of the current drive towards convenience driven credit investment. As global bond strategies become increasingly favoured, Shalin and Matt demonstrate how going global for the wrong reasons can be detrimental. Instead they demonstrate how a targeted investment in Euro or USD bonds can be used to enhance returns.

This year’s DB funding statement from the Pensions Regulator states that all schemes need to agree a legally enforceable contingency plan with the employer as part of their Integrated Risk Management.

However what this means to trustees and employers, and how the Regulator will enforce it, remains to be seen.

In this webinar James Atherton and Jill Ampleford will look to answer those questions, and provide practical tips and examples of how this may play out in discussions around actuarial valuations.

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q2 2017.

A look at Schroders Sustainability team's latest quarterly research insights. This quarter, they discuss corporate controversies and why ESG integration is just as important in identifying future growth as it is for managing downside controversy risk. The fact and fiction about Founder-Owner led companies, and insights on their regular engagement efforts.

The HSBC GIF Asia ex Japan Equity Smaller Companies fund continued its strong run as it delivered a total return of 23% for the first six months of the year, and remained in the first quartile among its competitors for 3-month, 6-month, 1-year and 3-year periods.

In her second quarterly update webcast, Elina Fung, lead manager of the fund, will share the latest strategy and positioning of the fund. On this call, Elina will also answer questions from clients, so please free to email your queries to your local sales representative or you can also ask the questions live during the webcast.

Scott McGlashan and Ruth Nash, co-managers of the JOHCM Japan Fund and the JOHCM Japan Dividend Growth Fund, reviews performance and portfolio activity of the Fund over Q2 2017.

Samir Mehta, manager of the JOHCM Asia ex Japan Fund and Cho-Yu Kooi, manager of the JOHCM Asia ex Japan Small & Mid-Cap Fund discuss their investment philosophy and approach and gives their thoughts on the current outlook for the Asia region.

Anthony Gillham will discuss the evolution of Spectrum into Creation, key performance drivers as well as provide a market update.

James Syme, co-manager of the JOHCM Global Emerging Markets Opportunities Strategy, reviews the Strategy's performance over Q2 2017 and provides an update on the team's outlook for the asset class and current portfolio positioning

Please join the Global Macro Portfolio Management team for an update on the macro environment, our positioning and performance.

The Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that aims to deliver positive returns in different market environments. The fund capitalises on the expertise of an experienced team of investors, who reflect their macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

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What is the outlook for Asian markets as we head towards the end of 2017? Josh Crabb, head of Asian equities at Old Mutual Global Investors, will look at the stand-out opportunities for investors in the region, address the prospects of a renewed focus on value and cyclical stocks, and discuss the rationale behind current portfolio positioning.

Senior Fund Manager of the JOHCM European Select Values Fund, reviews performance and portfolio activity of the Fund over Q2 2017.

Senior Fund Manager Martin Cholwill offers an update on the RL UK Equity Income Fund, highlighting key themes and offering his outlook.

Senior Client Portfolio Manager Ewan McAlpine offers a six monthly overview of fixed income markets, touching on all areas from gilts to high yield.

The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment.

Please join Marcus Brookes, Head of Multi-Manager, as he explains why investors should focus on capital preservation rather than growth in this tricky market environment.

While the launch of PSD2 is approaching fast, there is still some ground to cover to turn this regulation into reality.What are the challenges and opportunities and what is required to make PSD2 work?

Marijke Koninckx, Product Marketing Manager at FIS, discusses how PSD2 transforms the relation between banks and their customers into a new 3-way relationship.

How should banks manage this new 3 way relationship?
What are the implications and what functional and technical issues need to be addressed to be successful?

The fixed income investor of the future will have to look beyond the conventional to uncover the yield they crave today.

Nick Gartside, CIO of the Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management, discusses his outlook for the asset class and why investors need to have the flexibility to invest across global fixed income markets to ensure they are maximising returns.

Banking is changing! The emergence of digital technologies and fintech are supporting changes in the way consumers use these products/services, particularly millennials.

These new style banking services are becoming much more than simply a way to look at one's bank account, or to pay. They are becoming truly financial cockpits and watchtowers that consumers can use for a wide range of usages whenever, wherever whether it is to manage better their finance, pay and order on mobile commerce, transfer money between them, etc.

We will discuss the way they are transforming personal finance, how consumers change their usage patterns, what are the impacts, how startups innovate, how incumbents and new players are interacting, where are the truly disruptive services, etc.

The use of mobile banking apps has doubled in 2 years. How can banks and fintechs capitalise on this and where what are the cool new innovations we can count on seeing next?

Join this session where the panel will discuss:

-The Payment Services Directive 2 (PSD2) is just around the corner. How will this change the banking landscape?

-What kind of exciting solutions will appear in the next years?

-What are the most exciting apps/new functionalities that you have seen/expect to come out of PSD2?

-What are some of the most important customer benefits/use cases you see emerging – apart from a better user experience?

-How will mobile banking and personal finance apps change user behaviour? Will approaches such as gamification have a lasting effect on the spending habits/financial literacy of future generations?

-In the past 24 months a considerable number of challenger banks received a banking license from their local regulators. How will these banks change the game for their competitors

-Millennials are at the moment the main target group of challenger banks. Will those new banks be able to successfully acquire a broader customer group?

-What are the major trends that will shape the mobile banking industry in the next 3 to 5 years? API? AI?

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Digital transformation is increasingly becoming a major strategic issue for banks. They increasingly understand that digital is not just another distribution channel but a major change in their business models, functioning, cultures themselves with major impacts and demanding change programs across the whole business and value chains.

We will assess how these transformations are taking place, how do they impact the financial services sector, how the implementation of technologies such as blockchain are accelerating the transformation, where are the convergence and in particular how best startups and incumbents can work together.

Today the payments industry faces a rebirth by necessity. Financial institutions process massive volumes of customer and payments transaction data, much of it unstructured and untapped.

Cognitive Systems have the ability to understand, reason and learn. In Financial Services applying cognitive capabilities to real world payments issues like safer and faster payments is yielding significant results. Furthermore Risk and Compliance and segment of one engagement are areas where ROI is tremendous when leveraging advanced analytics and artificial intelligence in cohesion.

Learn from real world use cases of how financial institutions globally have gained significant competitive advantage by becoming a truly Cognitive Bank.

Digital transformation is a promise that many have been skeptical of. Join this panel where industry experts will tackle all the tough questions and provide new and thought-provoking insights.

Among others, they will discuss:

-Can the banks switch to making money from enabling customers’ healthy financial behaviour, rather than from continuing to exploit ongoing financial self-harm?

-Traditional banking is on the verge of major disruption, so digital transformation had better deliver *actual* transformation. Tinkering is expensively pointless

-Continuing to exploit inertia-driven customer behaviour – and thus coining excess profits - will be seriously challenged by Open Banking