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.
Part 1 of 2 in our crypto video series, where we look at the growing adoption of cryptocurrency and some of the features that come with holding cryptocurrency within the Exchange Traded Product (ETP) structure.
Matt Jarvis and Denizer IbrahimRecorded: Dec 9 201928 mins
This webinar will provide investors with an update on fund performance and portfolio positioning, as well as looking at a number of case studies where the team is engaging in significant value creation initiatives. Investors will hear from Matt Jarvis, co-Fund Manager of the L&G UK Property Fund, and Denizer Ibrahim, L&G’s new Head of Retail and Futuring. Denizer will discuss our thoughts on retail trends and how we are responding to what is a rapidly changing landscape.
As a tumultuous 2019 draws to a close, we look ahead at what to expect in 2020. Will the US-China trade war gather momentum or are we close to a détente? Will the UK election deliver a path to Brexit? What can we expect from the US elections? And, in South Africa, will Ramaphosa’s promised revival bear fruit or will SA remain mired in low growth and rising debt? MacroSolutions’ John Orford considers the outlook for global and local financial markets in 2020.
2019 has seen policy easing by central banks amplify the search for yield amid an unclear global economic backdrop. In this presentation, Seth Meyer and Tom Ross, credit portfolio managers at Janus Henderson Investors, take stock of market conditions and the economic outlook to consider the prospects for high yield bonds in 2020. Areas covered include:
•Market dynamics within different regions and why global high yield is expected to remain in demand.
•The catalysts that could drive a widening or tightening of spreads, with US politics set to play a starring role.
•Whether quality will continue to outperform or will a trough in the cycle see fresh appetite for lower-rated bonds.
As we approach the end of 2019, Trevor Greetham, Head of Multi Asset, presents his final quarterly update of the year. Trevor will be sharing with listeners his latest fund positioning and time on the investment clock, as well as his outlook for 2020.
Abdullah Al-Busairi, Director of KMEFIC FTSE Kuwait Equity UCITS ETFRecorded: Dec 5 201921 mins
In 2019, FTSE Russell and S&P upgraded Kuwait to emerging markets status. More recently, the MSCI stated that it would also reclassify the Gulf region in 2020, subject to certain stipulations and reforms being met by the Kuwait market by the end of November 2019. With the final leg of this journey approaching, investors are awaiting MSCI's final confirmation of its upgrade decision with an announcement expected imminently.
In this webinar, Abdullah Al-Busairi will outline:
•A time-table for the inclusion and what this will mean for active and passive flows
•What impact the upgrade will have on Kuwait equity markets
•An outlook on the Kuwait economy in 2020 and beyond
Our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views and answer your questions, which you can submit through our platform during this live presentation.
Please take this opportunity to join David Harrison, lead fund manager of the Rathbone Global Sustainability Fund, on Wednesday 4 December at 10.30am. David will provide an insight into the ESG market and how his fund aims to provide a total return in excess of the FTSE World Index by investing in companies aligned with sustainable development.
Current big themes for the fund and how to profit from them whilst remaining in line with the UN Sustainable Development Goals will also be discussed.
Put your questions to David 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 are unable to join us at 10.30am.
Andre Voinea, Director, DACH Region HANetfRecorded: Dec 3 201949 mins
Assets in Cloud ETFs globally have more than quadrupled over the period of 2017-2019, however not all investors seem equally convinced about the potential of the Cloud. While US investors have poured considerable assets in Cloud companies since the beginning of 2019, European investors have not seemed to embrace this sector. What is the reason for this divergence and who made the better decision?
This webinar will cover:
- What is Cloud technology and why has it become one of the major industrial growth stories of the early 21st century
- US vs European inflows into Cloud - a comparison
- Hype or reality? The fundamentals underpinning the Cloud sector and its future growth drivers
- Accessing Cloud through investing in thematic ETFs
The characteristics of sterling credit markets and rating agency methodologies have seen radical changes over recent years. To demonstrate these and changes in the wider sterling credit landscape, we consider how one of our sterling portfolios, the RL Ethical Bond Fund, has adjusted over recent years.
Matthew Wintour & Mark O’ConnorRecorded: Dec 3 201921 mins
Join Matthew Wintour, Head of Adviser Solutions, and Mark O’Connor, Head of Investment Management, as they focus on Platforms, including why they have become popular and how our investment services can offer an effective solution for international financial advisers looking to adopt a Platform as part of their client offering.
We work with a range of Platform providers on the international stage and throughout our webinar you will hear how our Discretionary services can be utilised via Platforms, along with other benefits to adviser firms and your clients of this relatively new technological development within the international advisory space.
David Moss, Fund ManagerRecorded: Nov 29 201916 mins
David Moss, Fund Manager, BMO UK Mid-Cap Fund presents his thoughts on whether UK equities currently offer value and whether you can find good quality income at a reasonable price as part of an Asset TV Masterclass on the Road event in Exeter.
ESG investing started as an equity specialism, and much of the data and analysis used today is still centred on equities, so are ESG factors relevant for corporate bonds and what role do Green bonds play? Martin Foden explores this and discusses sustainable fixed income investing and how two distinct processes – ESG and credit analysis – can be integrated to seek to achieve positive outcomes for investors.
Colin Morton, Manager, Franklin UK Equity Income FundRecorded: Nov 28 201948 mins
Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will provide an update tailored to professional fund buyers on this important asset class. Colin will share his views on how the general election and the Brexit process may impact market movements, as well as covering the key themes and stock ideas driving performance;
•Key themes driving performance
•Recent portfolio changes
•Outlook and positioning
Leonardo Da Costa, First Trust GP | Antonio Curia, Wimmer Family Office | Ayodele Johnson, Johnson Adviser Wealth MgmtRecorded: Nov 27 201962 mins
How can investors diversify their portfolio across asset classes to gain the most benefit from Emerging Market Investments? This webinar will hear from different investors share their success and learnings in their field.
Leonardo Da Costa, CFA, Director, Portfolio Manager - First Trust Global Portfolios Ltd
Ayodele Johnson, Financial Planning Consultant, Johnson Adviser Wealth Management
Moderated by Antonio Curia, Executive Director, Wimmer Family Office LLP
Investment Managers Vincent McEntegart & Jacob VijverbergRecorded: Nov 27 201937 mins
Financial markets are not coming to rest: stressed by political uncertainties, volatile equity markets and, last but not least, the low interest rate environment. How do we achieve consistent income against this backdrop of renewed volatility and uncertainty?
Please join our webinar with Vincent McEntegart and Jacob Vijverberg, co-managers of the Kames multi-asset income strategy.
- market update
- benefits of a multi-asset, diversified approach for income generation
- delivering for our clients
Hamish Mair, Head of Private EquityRecorded: Nov 27 201935 mins
Hamish Mair, the manager of BMO Private Equity Trust, will discuss this long established private equity investment trust and its distinctive approach to private equity through supporting emerging managers, diversification across Europe and its innovative dividend and gearing policies.
Since the Brexit referendum the Janus Henderson UK Property PAIF has continued to hold a higher level of cash in the face of continued political and market uncertainty, and remains open for dealing. During this webcast Co-Manager Ainslie McLennan will explain that the fund’s emphasis is on holding a broad mix of high-quality properties with robust tenants on long leases in good locations. The diversification that comes from maintaining a balanced portfolio means the fund is not heavily exposed to one particular sector.
Charles Glasse, Manager of the Waverton European Dividend Growth FundDec 10 20192:30 pmUTC60 mins
Waverton European Team discuss Capital Cycle Investing, highlighting the challenges the team face using this philosophy due to the extended period of low real interest rate, as well as the stock opportunities available.
Research Team at WisdomTreeDec 11 20199:00 amUTC60 mins
Our outlook for 2020 and beyond is hinged on whether the US and China reach a trade deal or not. Will we have a trade truce or trade armageddon? If they fail to reach a deal, the global economy is likely to slide into a recession – the beginning of which has already started.
Join us for our upcoming webinar in which we will examine the new challenges and opportunities that we expect investors to face in 2020 given this uncertain backdrop.
• Gold shines amid global macro uncertainties
• Is Europe’s recovery losing steam?
• Haven currencies in vogue as global economy decelerates
• Slowing growth expectations to be a driver of bond yields
• Cryptocurrencies: 2019 was the end of the winter - what does the future hold?
A slowing economy, ongoing geopolitical adversity and turmoil and a ratcheting down of global growth expectations have been the backdrop for the most of 2019. Against this, what are the new opportunities – and challenges – for investors in the China market? May Ling Wee, China portfolio manager at Janus Henderson Investors will address this topic as well as provide a year-end review for Chinese equities, a portfolio update including positioning and performance review, and share the team’s outlook for 2020.
Lothar Mentel, Tatton IM | Lidia Treiber, WisdomTree AM | Jon Jonsson, Neuberger BermanDec 12 20199:30 amUTC60 mins
With historic yield curve inversions around the world in 2019, 2020 is poised to be another year where fixed income markets will be carefully watched by investors. This panel will focus a discussion on topics most important investors from a fixed income perspective, such as:
- Potential monetary policy changes by the FED and the ECB
- Global trade between the US and china
- US Presidential Elections & Brexit
Lothar Mentel, CIO, Tatton Investment Management
Lidia Treiber, CFA - Director - Research, WisdomTree Asset Management
Jon Jonsson, Senior Portfolio Manager - Global Fixed Income, Neuberger Berman
Paul Tinkler, Insight Development ManagerDec 12 201911:00 amUTC35 mins
Join Paul Tinkler, Insight Development Manager, 12 December at 11 am for an overview of the multi-asset investment market.
In this webinar, he will cover:
• Overview of the multi-asset investment market
• The ESG market – adviser and Defaqto perspective
• Liquidity – what can you do, as an adviser?
• Multi-asset funds – does risk equate to return
Triodos IM | Hans Stegeman, Joeri de Wilde, Els Ankum-GriffioenDec 13 201911:30 amUTC30 mins
Join this webinar with Hans Stegeman, Head of Investment Analysis & Economics, and Joeri de Wilde, Investment Strategist, for a live discussion of our views on the economy and financial markets for 2020, moderated by Els Ankum-Griffioen. Accommodative monetary policies by central banks and fiscal stimulus by governments provide a false sense of security and fuel an unsustainable status quo of lower growth and inflated asset prices. In our economic outlook for 2020, we analyse this worrying cocktail. What we need, instead, and more urgently than ever, are targeted green monetary and fiscal policies to secure sustainable economic development.
Trevor Greetham and Melanie BakerDec 13 20192:00 pmUTC45 mins
Following the results of what many consider to be the most divisive general election in living history, RLAM’s Head of Multi Asset, Trevor Greetham and Senior Economist, Melanie Baker come together to discuss the result and their thoughts for what it could mean for markets, the economy and different asset classes.
Over the past decade, the Asian fixed income universe has benefited from significantly improved
economic fundamentals and has grown to become one of the largest regional bond markets in the
world, supported by institutional, regulatory and infrastructure reforms.
Neal Capecci, Portfolio Manager, Fixed Income, Pan-Asia Bonds, shares his views on how these
developments, alongside the manifold sources of growth and the region’s increasingly accommodative
monetary policy, have created a quality, liquid, standalone market, which offers attractive real yields
and diverse investment opportunities.
Finally as the year draws to a close, Neal will look ahead to 2020 and consider the prospects and
challenges the new year may bring.
HANetf, Jay Pelosky, CIO, TPW Investment Management, Kevin Carter, Founder & CIO, EMQQDec 18 201910:00 amUTC45 mins
As we approach the end of a decade, how should investors position portfolios in 2020?
In this webinar, we address investor's questions such as:
- Will continued low growth and inflation sustain the search for yield?
- Will geopolitical overhangs, both in trade as well as Brexit, stabilise
or fall apart?
- Are US politics about to upset the apple cart?
- What could surprise investors in 2020?
And cover topics including:
- Reflation 2020 – the big four signposts: global easing, global growth,
US-China trade & global earnings
- Looking to the past to guide the future. How the 1995, 1998 & 2016
cycles can provide guidance for 2020
- The consumer growth story – emerging markets and the digital
- The next billion shoppers - are internet and ecommerce sectors
insulated from the US-China Trade War?
Derek Fulton, CEO, First Trust Global PortfoliosDec 19 20192:00 pmUTC60 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.
• 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
Anthony Willis and Gary PotterJan 7 202011:00 amUTC60 mins
We would be delighted if you could join Gary Potter and Anthony Willis from the BMO Multi-Manager People on 7th January at 11am for the first of our 2020 quarterly webinars..
They will reflect on key stock and bond performance in 2019, as well as setting into context our BMO Multi Manager fund performance across both the Navigator and Lifestyle ranges. They will also peer into their crystal ball and highlight some of the key issues likely to influence the direction of asset class returns in 2020 as well as likely trends in the asset management industry.
After reflecting on 2019 we’ll cast our eyes towards 2020, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned to take advantage of opportunities in the coming year.
Head of Investment Directors, Danny Knight and Portfolio Manager, Helen BradshawJan 20 202010:30 amUTC45 mins
Join Portfolio Manager, Helen Bradshaw and Head of Investment Directors, Danny Knight in their quarterly income webinar. They’ll share insights on the portfolio construction and current holdings of the Quilter Investors Monthly Income portfolios and will discuss markets and opportunities for income investors.
Ulf Mattsson, Head of Innovation, TokenExJan 22 20205:00 pmUTC60 mins
This session will discuss changes to the Nacha Operating Rules that will enhance quality and improve risk management and the implementation phases.
The effective date is June 30, 2020 for Originators and Third-Parties with ACH volume greater than 6 million in 2019 and June 30, 2021 for Originators and Third-Parties with ACH volume greater than 2 million in 2020.
We will discuss potential impacts, compliance obligations, and the API standardization that is key to creating efficiency and interoperability in financial services. This includes the Afinis Interoperability Standards that unites diverse, global stakeholders to bring security and interoperability throughout the financial services industry.
We will also discuss the Nacha rules, implemented in September 2013, that allow us to identify and track healthcare payments via ACH and provide for the automatic re-association of healthcare payments with payment information.
Mohammed Jahir Miah, MIoDJan 24 20204:00 pmUTC60 mins
Bangladesh, a country with 160+ million population and $300 billion GDP, is growing more than 8%, which is one of the highest growth in Asia. Although agriculture growth has slowed, but the country has witnessed tremendous growth in manufacturing and services in the fiscal year FY 2019. Domestic consumption continued to remain strong and the country has shown superior level of resilience amid global economic slowdown. The impending completion of large infrastructure projects could help sustain this growth, which would enable the country to become one of the most stable high growth countries in the World. However, financial sector vulnerability due to increasing non-performing loans is a serious concern. Other major risks like political uncertainties have subsided as the present government is consolidating its position in it's third consecutive terms.
This webinar will discuss how Bangladesh has been positioned as one of the most attractive destinations for investment. What the major prospects of doing business here are, and what the opportunities of investment in private and public equities are. The webinar will also discuss about the challenges of investments in both type of equities.