Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.
Tom Walker, Portfolio Manager, shares his views on current market conditions and how the team are identifying companies that could prosper in a low growth environment.
•Oil prices – what the current level means and who the beneficiaries are
•Opportunities for global markets by sector and geography
•Identifying the winners and losers amid market volatility
•Update on the portfolio and recent activity
•Looking ahead for 2016
Last year was a busy time for Fiona and the rest of the property team, investing over £750 million, as well as disposing of around £230 million of property assets. The webcast will be an excellent opportunity for you to hear where Fiona believes we are in the cycle and how she expects 2016 to unfold. There will also be an opportunity to ask questions.
With recent advances in energy efficiency, next generation genomics, robotics, data analytics, eCommerce and mobility, investors seeking growth have an abundance of opportunities to consider. Understanding which companies have innovative leadership, strong business models and sustainable advantages is key to building a portfolio that can withstand the test of time in a rapidly evolving global landscape.
Although small in size, the IA Global Equity Income Sector has a diverse range of funds available to clients. Some take a more traditional approach of investing in ‘defensive’ mega caps, while others favour a higher beta more aggressive approach.
Hear from Fund Manager Kevin Troup, as he gives an overview of his Fund that offers something different. Having a style agnostic investment philosophy, coupled with diversified sources of income, gives the Standard Life Investments Global Equity Income Fund the ability to perform through the investment cycle.
The Webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management’s Global Multi-Asset Solutions Team. Toby will review the markets over the last quarter and talk through how this impacted his approach with the Atlas Portfolios. He will also look at the current economic landscape and market conditions, and provide an outlook for 2016, explaining how these factors impact on his investment decisions moving forwards.
With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 4th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.
Put your questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.
- Active, bottom-up unbenchmarked asset management is a key source of added value,
- Investments in quality companies offer protection against permanent capital losses,
- Focus on valuation offers protection in volatile markets
- Fundamental investment approach
- Fund update
Members of RLAM's fixed income team discuss the outlook for various areas of the fixed income market for 2016, with a focus on short duration bonds. Senior Client Portfolio manager, Ewan McAlpine hosts the discussion alongside Head of Short Rates and Cash, Craig Inches, Head of Global High Yield, Azhar Hussain and Senior Fund managers Paola Binns and Richard Nelson.
Participez à notre prochaine conférence qui abordera notre stratégie d’investissement globale et nos perspectives pour 2016. Vous aurez la possibilité de poser vos questions tout au long de la conférence, elle seront traitées en fin de présentation.
• By contrast to the UK consumer, global growth is set to remain subdued
• Only a handful of large cap stocks have the potential to grow cash flows and dividends in the years ahead
• Our unconstrained mandate and research platform provide the means to identify and back companies with strong fundamentals, whilst avoiding those that are set to disappoint
Join Thomas Moore as he discusses the market’s volatile start to 2016 and where he sees opportunity for equity income investors going forward.
The past year was event-filled, for the global economy and for equity markets. Having successfully navigated this period, Jacob will explain his thoughts about 2016 and how he has positioned his portfolio.
Participant Dial In Number(s)
Standard International Access +44 (0) 20 3003 2701
UK Toll Free 0808 109 0701
The Standard Life Investments Enhanced-Diversification Growth Fund (EDGF), which aims to deliver an equity-like return over a market cycle but with only two-thirds of equity market volatility, has now been in operation for over 2 years.
During the webcast Jason Hepner and Scott Smith, co-managers of EDGF, will provide updates on the portfolio’s performance and its drivers as well as our market views and the portfolio’s positioning.
Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
- Active, bottom-up unbenchmarked asset management is a key source of added value
- Investments in quality companies offer protection against permanent capital losses
- Focus on valuation offers protection in volatile markets
- Fundamental investment approach
- Approach works best in moderately rising or volatile markets
Partecipi alla nostra prossima conferenza sull’attuale strategia di investimento globale e sulla view di investimento per il 2016. Potrà inviare le sue domande durante la conferenza, verranno prese in considerazione al temine delle sessione. La conferenza sarà in lingua italiana.
Bambos Hambi, Head of Funds Management, will provide an update on our MyFolio Range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across 5 risk levels.
If you do not have the facilities to listen online (headphones / speakers) please use the details below:
The fund invests in a broad range of UK equities, selecting from the full spectrum of large, medium-sized and smaller companies. As pockets of the UK equity market remain attractively valued, this fund continues to focus on these lowly-valued areas within the market.
Alex Breese, Citywire AA-rated* fund manager, will provide an update on the fund.
A presentation of the '2015 Structured Product Annual Performance Review', compiled by StructuredProductReview.com and presented by Lowes Structured Investment Centre.
The Review represents the most comprehensive data and analysis of structured product performance ever undertaken in the UK, covering all IFA distributed products to have matured in 2015, broken down by product and payoff type. 5-year data will also be presented, for a long term perspective of the sector and product performance.
The Review provides factual data / empirical evidence for advisers and investors, that will be invaluable in assessing the efficacy and value of structured products and their performance ... and will highlight the exceptionally strong performance of the sector's products, across the piste, for all product types and risk/return categories, including Structured Deposits, Capital Protected and Capital-at-Risk Products.
An inaugural 'Spot the Stars' section will also be used to help demonstrate the diversity of providers, counterparties, product offerings and risk/return propositions offered by the sector.
With asset prices falling across the globe, fear has become the predominant emotion driving markets. In this environment it becomes even more important to separate fact from fiction and to have the emotional resilience to pick up opportunities when they arise. The nature of these opportunities means that, by definition, it can feel very uncomfortable going against the crowd, but no one said generating differentiated returns would be easy.
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. Join Marcus Brookes, head of the Multi-Manager team, for an update.
Erik & Chris will explain how fund managers incorporate equity factors into their investment processes. As a result factor exposures are often referred to as ‘styles’. They will consider the origin of these factors, why they are likely to continue to generate excess returns and how these returns can be harnessed through a global, systematic market neutral equity strategy.
According to a report by Deloitte, “RegTech companies typically have four characteristics: agility, speed, integration and analytics.” Aside from helping senior managers to use existing data for regulatory reporting and compliance tasks, many have praised RegTech for its automation benefits.
Attend this panel session to hear an interactive discussion on:
-How IT departments can wean themselves from legacy systems and techniques in favour of newer technologies
-How to seamlessly transition your organisation’s compliance system
-How RegTech can help with data collection, management, and analysis to cut costs and time
-Top tips for organisations needing to make fast changes to comply with new regulations
The recent turbulence in global markets has highlighted the increasing difficulty for investors to generate attractive returns without having to weather higher volatility.
Hear Nicola Rawlinson, client portfolio manager for the JPM Global Macro Opportunities Fund, discuss how the fund exploits global macro trends with a flexible and dynamic multi-asset portfolio that aims to generate positive returns in different market conditions.
*With effect from 01 February 2016, the fund was renamed from JPM Multi-Asset Macro Fund to the JPM Global Macro Opportunities Fund. In addition, the investment objective was updated to further clarify the investment strategy, details of which can be found in the general prospectus on am.jpmorgan.co.uk. These changes do not alter the way in which the fund is currently being managed or the risk profile of the fund.
The new regulations that have been released have been a cause for worry by many a financial institution. From PSD2 to MIFID II, attend this panel session where our experts will make sure you aren't left in the dust regarding all the new directives that may affect the way you do business.
The panel will discuss:
• The Difference in Regtech implementation for startup firms and institutional financial firms
· In which direction should efforts be implemented to ensure collaboration is best supported between various parties involved and interested in RegTech
• Leveraging technology and resources to automate the regulatory process by incorporating regulatory requirements into technology protocols.
• In-built review process for continual assessment of data and analytics
• Technology awareness of the regulator
• Existing regulatory rules, policies and guidance restricting innovation and the adoption of RegTech solutions
Digital developments are opening new paths that are making Regulation and Compliance not only constraints but also business opportunities to redefine the rules of the compliance game, make them more palatable, more efficient, cheaper and also open commercial prospects to providers of digital products and solutions aiming at using technology with regulation and compliance.
The So-called REGTECH sector is fast becoming particularly relevant in the fields of fintech and insurtech, using blockchain in particular as a key infrastructure to improve compliance in financial services, insurance but also trade.
This webinar will discuss how these new advances can help with the challenges institutions face in complying with challenges such as Know-Your-Customer (KYC) and data sharing.
The 10:10 Plan is the first product co-operation series developed through Lowes Structured Investment Centre, in collaboration with independent provider Mariana Capital and global investment bank Societe Generale.
Breaking new ground, by combining short term kick-out potential (from year 3) with an extended maximum term (of 10 years), The 10:10 Plan is designed with two fundamentally important factors in mind:
1) Maximising the likelihood of achieving positive returns for investors;
2) Minimising the likelihood of investors experiencing capital losses.
The 10:10 Plan offers 3 options for investors - across two different Plans (so, six options to choose from or diversify across). The comprehensive back-testing conducted for the Plan highlights its exceptional merits, with analysis of the defensive option of the FTSE 100 Index only linked Plan showing that it would NEVER have failed to generate positive returns for investors, if employed as an investment strategy on any day since the inception of the FTSE 100 Index, on 3rd January 1984! This is unparalleled - in any corner of the investment universe.
The Webinar will provide: a background explanation regarding the structured investment sector and the popularity and success of kick out plans; a full inroduction and overview of The 10:10 Plan; present the back-test analysis, in detail; and consider other apsects of relevant research / due diligence.
As the tax year end / tax year start, ISA / Pension 'season' approaches The 10:10 Plan surely warrants consideration for inclusion in the investment options that advisers are suggesting to their clients. The Webinar will also provide details of the marketing tool kit that is available to assist advisers in the marketing and use of the Plan, for both 2015/16 and 2016/17 tax years.
These days, no meaningful conversation on financial services innovation can be had without a mention of blockchain. It is believed by many to have the potential to address many limitations of current financial services processes and infrastructure by providing an irrevocable record of identity and provenance, and reconciling events so that there is a single version of truth. But with potential and interest also comes hype and confusion.
In this webinar, industry experts will cut through the hype and separate myth from reality. They will explore characteristics of blockchain technology that make it suitable for financial services applications, and what current industry issues can really be solved by distributed ledger technology.
Following on from January’s webcast on making New Year’s resolutions for 2016, Panacea Adviser has again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to invest your future.
How much time have you devoted to self improvement in the last six months?
If we neglect our own development, we could end up missing out on exciting opportunities. Simple changes now can make a big difference to our future.
John Joe McGinley from Glassagh Consulting will highlight the power of goals and show some simple tools that can help anyone kick start their goals and rediscover how effective goal setting can enhance their personal and business life.
Failure is not a single, cataclysmic event. People do not fail overnight. Failure is the inevitable result of an accumulation of poor thinking and poor choices. To put it more simply, failure is nothing more than a few errors in judgment repeated every day.
This webinar can help you develop the right habits for long term success.
Asia continues to offer significant structural advantages in terms of growth potential over the longer term, and this fund maintains a bottom-up investment view, investing in Asian companies with a strong income case and potential for capital growth.
Richard Sennitt, Fund Manager, with over 22 years of investment experience in this region, will provide an update on the fund and an insight into how he uses fundamental research to help unlock income opportunities in Asian markets.
Bryn Jones, head of fixed income and fund manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund will explain how the team is shaping through the recent bearishness, and focusing on generating yield for investors in the fund over the long term.
Performance remains very strong on the Rathbone Ethical Bond Fund over the long term, benefiting from the philosophy of generating carry. Join Bryn on Thursday 3rd March, at 11am as he also discusses the benefits of extra alpha from the steepness of credit curves.
Put your questions to Bryn in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am