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.
With the recent rollercoaster ride that the Dow Jones Industrial Average has taken, much has been said about the future of the markets and where investors should put their money.
From multi-asset fund strategies to interest rate decisions, listen in as Lee Robertson, CEO & Chartered Wealth Manager at Investment Quorum, shares his thoughts on the current market situation and gives his tips on how to take these changes on in stride.
Fears over global growth, particularly in China, and the potential for rising interest rates in the US look to have spooked global equity markets. After falling nearly 6% last week, their biggest weekly decline in over four years, global markets continued their rout into what is now being referred to as ‘Black Monday’. With the Dow-Jones industrial average opening down 1,089 points, the largest single point loss ever during a trading day. With some markets showing signs of recovery on Tuesday investors will be no doubt concerned about the recent moves and whether the recovery will continue. To put all this in context please join Stephanie Flanders, Chief Market Strategists for Europe to discuss the latest market movements Stephanie will be joined by Talib Sheikh, portfolio manager in Multi-Asset Solutions, who will discuss the impact of recent market moves on the team’s macro views and implications for a multi-asset investor.
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The past 48 hours have shown high levels of market volatility around the globe. Join our chief investment strategist, Jim McDonald after the U.S. markets close to learn more about the day's market activity, its impact and our views for the coming days.
Investors are increasingly preoccupied by looming interest policy changes in the US and UK, concerned about the impact on higher-yielding assets. Kevin and the team feel it is right to be wary of mature large-cap stocks with lower-growth businesses and little-to-no earnings and dividend growth. These ‘bond proxies’, typically boasting high absolute dividend yields but minimal dividend growth, are likely to come under pressure when interest rates eventually rise. They believe that faster-growth companies with the earnings and cashflow generation to implement material dividend increases year after year should continue to outperform. Rather than target a narrower subset of the market, Kevin’s style-agnostic approach means he is not restricted to those areas of the market that may be influenced by such macroeconomic drivers and events.
Hear from Kevin Troup, manager of the Standard Life Investments Global Equity Income Fund, as he discusses why he feels his portfolio construction and effective use of a large and collaborative research resource, leave him well placed to continue to generated alpha for clients.
In this webcast, Fund Manager Chris Hiorns, CFA introduces his Amity Sterling Bond Fund and provides an update on recent performance. This defensive fund, aims to protect capital while offering an attractive yield by accessing niche areas of the fixed income market often overlooked by investors. Chris will also provide a performance update and discuss how he is currently positioning the portfolio.
The fund’s objective is to provide investors with a high level of monthly income from a diversified portfolio of debt securities. The full spectrum of available securities, including unrated issues and those of non-investment grade, are utilised.
Join Michael Scott, who took over as fund manager in July 2012, for an update. Since then the fund has delivered consistent monthly distributions and has maintained a well-diversified portfolio across the high yield credit universe.
Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.
You Will Learn:
1.What Mindfulness is & why it is useful in the business world.
2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
3.How to be 100% in the present moment, focused, free of distractions.
4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)
Can’t Miss Takeaway:
•Learn the daily practice of Mindfulness & how it delivers practical benefits.
•Have access to an audio guide to a daily Mindfulness practice.
•Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.
Who Should Attend?
Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
Hear Talib Sheikh, JPM Multi-Asset Income Fund portfolio manager, as he discusses how the fund draws upon the global resources of J.P. Morgan Asset Management to seek out the best risk-adjusted yielding securities across geographies, asset classes, and the capital structure.
2015 is a year of major market transitions on a global scale, causing turmoil and creating opportunities. Didier Saint-Georges will provide Carmignac’s views on key factors affecting market movements in Q4 and a preview of Carmignac’s global investment strategy for the end of the year.
Pensions freedoms in the UK are now nearly 6 months old. Advisers have been adding value by helping clients make an informed decision on the choices available, but are all tools that are available to help in this process equally fit for purpose?
Understanding how the tools work and their limitations is a critical step both in providing compliant and robust advice, and in explaining the results to clients.
eValue explains the methodologies and limitations of the income planning tools provided to advisers to help advisers ask the right questions to become comfortable with the tools selected. The webinar covers:
- Why the modelling risks are so important in post retirement income planning
- The main types of forecast methodology and their limitations
- What to look out for when choosing your income planning tool
Join us for the latest of our regular updates as we set out our thoughts on the recent events in markets, what effect this has had on performance and how we have positioned the PFS Hawksmoor Vanbrugh Fund and the PFS Hawksmoor Distribution Fund.
What’s next for investors? Northern Trust’s Chief Investment Strategist Jim McDonald and Claire Meier, sovereign analyst for international fixed income will discuss our long-term investment outlook. Learn about:
• The key investment themes you’ll want to watch in the years ahead
• Our 5-year economic and financial market return forecasts
• What it means for your investment portfolio
Join us on September 15 at 9:30 a.m. CT. Register now.
A recent report suggested that nearly half of IFAs are recommending their clients invest in multi-asset investment funds. Increased market volatility appears to have resulted in more IFAs recommending these fund solutions. Despite their rising popularity, are multi-asset funds the panacea they appear to be? Are IFAs delegating too much responsibility for risk management and investment performance when opting for multi-asset funds, instead of constructing a portfolio of single-asset class funds? In this presentation, Martin will explore the arguments for and against the use of multi-asset funds for advised investment clients. His conclusions might surprise you.
During the presentation, David Coombs will discuss:
1. Targeting income in a rising interest rate environment-- how do we avoid losses if yields rise?
2. Rising liquidity risk in income producing asset classes-- what does this mean and how do I spot it?
3. Achieving a consistently increasing income stream-- How to ensure your clients "pot" does not run out
4. Avoiding income disappointment-- maintaining your client's lifestyle over the long term
Fear, greed and everything in between: time and time again, we witness the significance of behavioural influences on financial markets. The M&G Multi Asset team seeks to take advantage of these emotionally driven misalignments by establishing positions in assets that have been affected by such events and might benefit as prices gravitate back towards fairer valuations. The cornerstone of the approach is to establish which assets currently appear attractively or unattractively priced and, crucially, why. Maria Municchi, investment specialist of the M&G Multi Asset team will discuss some key views and current market observations.
Fund Manager Lucy Walker will examine how human behavioural biases prevent us from being rational when it comes to financial markets, and stresses the importance of being aware of this. Lucy will also reveal how she challenges the conventional approach of focusing on performance and emphasises the importance of differentiating between manager selection and allocation.
Investment returns have been lifted by strong, supportive demographic, disinflation, globalization and leverage tailwinds over the last 3 decades. These have now abated.
Attend this webianr, where Daniel Phillipson, Executive VP of Asset Allocation Strategies will go through a roadmap for how investors should approach this new environment and where value can still be found.
Our webconference focuses on the challenges facing investors seeking income in today's low growth, low yield environment, where traditional sources of income can no longer fulfil demands, and clients are potentially pushed up the risk spectrum. Iain Cunningham, Multi-Asset Fund Manager, offers an approach to meeting these income demands while managing risk.