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UK Financial Advisers

  • Blockchain in the Enterprise
    Blockchain in the Enterprise Kate Baucherel (Sphere Network), Anthony Stevens (Northern Trust), Vlad Dramaliev (æternity), Kapil Dhar (LBG) Recorded: Sep 20 2018 60 mins
    Enterprise blockchain has been touted as the "next big thing" for blockchain. However, implementing a new and often complex technology into a larger organisation has a number of obstacles that stand in the way of successful adoption and implementation.

    Join this session where a panel of experts will discuss:
    -The main challenges with implementation and how to overcome them
    -Moving from POC to pilot
    -Tackling security concerns
    -Private, public, and hybrid blockchains
    -Industry-specific examples
  • The Next 5 Years: What Investors Can Expect
    The Next 5 Years: What Investors Can Expect Jim McDonald - Chief Investment Strategist & Bob Browne, CFA - Chief Investment Officer Recorded: Sep 20 2018 58 mins
    Get an inside look into our new capital market assumptions research
    which identifies the key investment themes shifting the global asset
    allocation, risk and return landscape over the next five years.
  • Digital Economy
    Digital Economy Jeremy Gleeson, Portfolio Manager, AXA Investment Managers; Nick Fitzpatrick, Group Editor, Funds Europe Recorded: Sep 20 2018 48 mins
    The rise of smartphones has given consumers globally unprecedented access and choice when it comes to shopping. Digital-native millennials are also reaching their peak spending years, while older, wealthier generations are also increasingly connected and comfortable shopping online.
    In light of these trends, traditional businesses are reaching a crunch point where they must adapt to the digital age or be disrupted by more digitally-savvy firms. Retailers are rapidly adapting to the needs of these connected consumers to make shopping quicker, easier and more personalised. We believe this represents a significant structural opportunity for investors seeking long-term growth.
    Against this backdrop, the AXA Framlington Digital Economy strategy seeks to invest in global growth companies that contribute to the overall value chain of the digital economy, across the discovery, decision-making and delivery of goods and services. The strategy will also invest in companies which act as ‘enablers’ for traditional businesses looking to transition to the digital economy.
    Join Jeremy Gleeson, Portfolio Manager, AXA Investment Managers on September, 20, 2018 to uncover the investment opportunities of the digital economy.
  • Small Car Big Talk: Episode 01
    Small Car Big Talk: Episode 01 Alexandra Cheung, Cruxy & Company and Darren Eggenschwiler, BrightTALK Recorded: Sep 19 2018 13 mins
    Join Darren and Alexandra as they drive through the streets of London discussing all things FinTech! Throughout their journey, Darren and Alexandra cover:

    - The future of FinTech and retail partnerships

    -Arizona has just opened the first FinTech sandbox in the US.

    - The implications of Arizona's new FinTech sandbox.

    - Crypto-related jobs increasing in frequency.

    - Trends in AI-related Financial Services.
  • Rathbone Income Fund
    Rathbone Income Fund Carl Stick Recorded: Sep 19 2018 35 mins
    Please join Fund Manager, Carl Stick on Wednesday 19th September at 11am for our live webcast.

    Carl will review performance of the Rathbone Income Fund in 2018. He will also discuss the strategy and positioning of the fund looking ahead and consider where opportunities for long term performance may be found in the current landscape.
  • Is now the time for European small caps to deliver?
    Is now the time for European small caps to deliver? Ian Ormiston Recorded: Sep 19 2018 44 mins
    Some European smaller companies are delivering value, quality and consistent returns despite challenges that include trade tensions, weak commodity prices and Italian political drama. Join Ian Ormiston, manager of the Old Mutual Europe (ex-UK) Smaller Companies Fund, on this webcast as he gives an update on the fund positioning, including the outperformers and underperformers, and the macroeconomic ups and downs in the region.

    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

    Passcode: 61543
  • UK Equities update
    UK Equities update Craig Yeaman Recorded: Sep 18 2018 26 mins
    Fund manager, Craig Yeaman shares the latest views from our UK equity team, commenting on the UK equity market and updating on his investment approach and any current themes that are affecting our UK Opportunities Fund.
  • Rathbone Multi-Asset Portfolios
    Rathbone Multi-Asset Portfolios David Coombs Recorded: Sep 18 2018 36 mins
    With all the noise in the US markets dominated by the big 5 FAANG stocks; what is happening in the rest of the market and how is the rest of the US economy performing? The FAANG stocks have become significant weightings in the US indices and been a big driver of the positive returns posted this year to date. However there is life elsewhere in the US.

    David Coombs, Head of Multi-Asset at Rathbones will highlight the other areas that are seeing good growth that are below the radar; also covering how he is positioning his Multi-Asset funds to maximise these growth areas.

    You can put your questions to David in advance or during the call using the ‘questions’ tab at the top of the video screen.
  • Introducing Re:Call
    Introducing Re:Call TeleWare Recorded: Sep 18 2018 1 min
    Introducing Re:Call - An App that gives you a second number on your personal phone for business calls and SMS
  • Jim McDonald: The Next Five Years: What Investors Can Expect
    Jim McDonald: The Next Five Years: What Investors Can Expect Jim McDonald - Chief Investment Strategist Recorded: Sep 17 2018 4 mins
    Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment theme shifting the global asset allocation, risk and return landscape over the next five years.
  • Amity Insight: Hungry Planet Revisited
    Amity Insight: Hungry Planet Revisited Neville White, Head of SRI Policy & Research at EdenTree Recorded: Sep 14 2018 15 mins
    Neville White, Head of SRI Policy & Research at EdenTree, talks about our latest Amity Insight: Hungry Planet Revisited.

    A sister publication to our previous Amity Insight: Thirsty Planet Revisited, Hungry Planet explores the risks, challenges and opportunities related to the global food supply chain and a rising population. As well as examining these issues, we will look at the investment value chain via five 'investible themes'.
  • Offshore investment conundrums
    Offshore investment conundrums Fred Liebenberg Recorded: Sep 14 2018 33 mins
    In this webinar, Fred Liebenberg, Head of Fund Specialists at Old Mutual Wealth, looks into five conundrums that confront most advisers and investors when deciding whether, and, if so, how much, to invest offshore.
    This will be followed by a brief Q & A session
  • Income At Retirement: US Outlook and Strategies
    Income At Retirement: US Outlook and Strategies Marguerita Cheng | Jamie Hopkins | Tom Hegna | Cherry Reynard Recorded: Sep 13 2018 42 mins
    For the best part of a decade, delivering income has been a battle. Low interest rates and bond yields have pushed investors to take greater risks to achieve high income. As US interest rates rise and bond yields spike higher, has the landscape changed? With cash potentially delivering an income in real terms, are we back to a more normal environment of bonds for income and equity for growth? What does this mean for portfolio positioning today?

    Panellists
    Marguerita M. Cheng, Chief Executive Officer, Blue Ocean Global Wealth
    Jamie Hopkins, Director of the New York Life Center for Retirement Income
    Tom Hegna, Economist, Author and Retirement Planning Expert

    Moderated by;
    Cherry Reynard, Consulting Editor, Boring Money
  • Newton Real Return Strategy Update
    Newton Real Return Strategy Update Catherine Doyle and Andy Warwick Recorded: Sep 13 2018 26 mins
    Catherine Doyle from the Newton Real Return provides an update on the Newton Real Return strategy.
  • Income At Retirement: EMEA Outlook and Strategies
    Income At Retirement: EMEA Outlook and Strategies Jean Francois Hautemulle, George Lagarias, Adrian Lowcock, Toby Nangle Recorded: Sep 13 2018 58 mins
    This Webinar will bring experts together to discuss income at retirement investment strategies.

    We should hear about the challenges to generate income in a consistent and substantial manner in all asset classes, Fixed Income, Equity Income products as well as multi asset income products, which are becoming increasingly popular with savers and investors.

    We will also discuss solutions driven products that are being offered to savers and investors at retirement age, including draw down solutions to complement retirement income.

    Finally, we will address how distributors and advisors are helping their clients before retirement and once they are retired in meeting their financial needs.

    Panellists
    George Lagarias, Senior Economist, Mazars
    Adrian Lowcock, Head of Personal Investing, Willis Owen
    Toby Nangle, Global Co-Head of Asset Allocation & Head of Multi-Asset, EMEA, Columbia Threadneedle

    Moderated by;
    Jean-Francois Hautemulle, Principal, Terres Neuves Consulting Limited
  • Rathbone Global Opportunities Fund
    Rathbone Global Opportunities Fund James Thomson Recorded: Sep 13 2018 30 mins
    James Thomson, manager of the Rathbone Global Opportunities fund will discuss the drivers of top quartile performance in 2018* including the zero exposure to emerging markets, declining UK and overweight US, tech and defensive growth. He will also address the vulnerabilities of his strategy and highest conviction themes.

    *Source: Data Source: Financial Express as at 31/07/2018
  • JPMorgan Investment Funds - Global Macro Opportunities Fund
    JPMorgan Investment Funds - Global Macro Opportunities Fund Global Macro Portfolio Management team Recorded: Sep 13 2018 36 mins
    Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.

    The Global Macro investment strategy seeks to capitalise on the major global themes driving asset class returns. High conviction macro views are reflected in a focused portfolio of long and short positions across equity, fixed income and currency, with the flexibility to adjust exposures in a risk-aware manner as the macro and markets evolve.

    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.

    If you are dialling in please use the details below with the pin: 61429#

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  • How to Generate Attractive Income and Preserve Capital
    How to Generate Attractive Income and Preserve Capital Graham Neilson, Investment Director, Fulcrum Asset Management Recorded: Sep 13 2018 25 mins
    Generating income of base rates plus 4.5% is not a simple task but it can be done with a multi-asset absolute return approach. It can also be done by avoiding taking unnecessary risks in traditional asset classes, which Fulcrum believes are likely to face a challenging return phase over the medium term.

    In this session;

    * We address the current income dilemma – how to generate income without taking too much risk
    * We highlight the potentially low returns from traditional assets
    * We suggest alternative solutions
    * We provide the Fulcrum Income Solution

    Join this session to learn how to achieve consistent income, low sensitivity to equities AND bonds as well as long-term capital preservation

    About the presenter - Graham Neilson, Investment Director

    Graham has been with Fulcrum as an Investment Director since summer 2017. Before that he was the Chief Investment Strategist at Cairn Capital for seven years. Between 2004 and 2010 he worked at Credaris Portfolio Management where he was a Partner and Portfolio Manager. He has also worked at ABN Amro, HVB, Bear Stearns, BNP Paribas and Asia Equity where he started his career in Hong Kong in 1993. Graham has a MA in Economics from University of St Andrew’s.
  • Asset Allocation: Late-Cycle Investing
    Asset Allocation: Late-Cycle Investing Daniel Phillipson, Head of Product Management, EMEA Recorded: Sep 13 2018 32 mins
    Markets entered 2018 with double-digit equity returns, strong momentum and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 will continue into 2018.

    However, markets have been more uncertain year-to-date with recent volatility suggesting that change is in the wind for investors. Central banks globally are moving away from emergency levels of easing, and large fiscal stimulus in the U.S. in the late stages of the business cycle could have unintended consequences. And, of course, valuations matter.

    So how do you approach the asset allocation conundrum when investing late in the cycle? Join us on the 13th to find out.
  • How To Use Crypto Currencies As A Fixed Income Solution
    How To Use Crypto Currencies As A Fixed Income Solution Tim Enneking, Founder of Crypto Asset Management. Recorded: Sep 12 2018 28 mins
    Most of us have heard about crypto “currencies”, ICOs and the tremendous volatility and risks involved. Is there any rationality in this space? Is there any room for a more traditional investor – or is investing in crypto anything but a crap shoot?

    The fact of the matter is that there is already quite a broad range of investments available in the crypto space, many of which carry far less risk and a far higher level of security than one might believe from general media reporting on the crypto sector.

    This session will briefly touch on all of the major categories of investments in the crypto space and then focus on the various fixed-income and pseudo-fixed-income investments which already exist. It will conclude with a brief look at where the sector is going – which we know with relative certainty because the “fiat” space (the traditional financial sector) has already been there…

    About Tim

    Timothy is the founder and the primary Principal of Crypto Asset Management, LP ("CAM"). Prior to founding CAM, Mr. Enneking was the founder and investment manager for the Crypto Currency Fund (“CCF”), one of the world's first private funds focused on cryptocurrencies.

    Prior to operating CCF, Mr. Enneking founded and managed Tera Capital Fund, a fund of funds focused on Eastern Europe (established in 2004). Simultaneously, in 2013, he was engaged to manage the world’s first Bitcoin fund.

    Mr. Enneking also has extensive M&A experience, having completed more than 70 transactions with an aggregate transaction value of over US$12 billion. He speaks near-native French and Russian, as well as German. He has five university degrees, all in international business and law.
  • 3Q18 Fixed-Income Outlook - Tails Risks Are Getting Fatter
    3Q18 Fixed-Income Outlook - Tails Risks Are Getting Fatter William J. Costigan, Director, Guggenheim Investments Recorded: Sep 12 2018 20 mins
    While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy. The Fixed-Income Outlook webcast features Guggenheim Investments’ Bill Costigan, Director, Portfolio Management.

    Exclusive insights to cover:

    * What are risks of a full-blown trade war?
    * Is Fed policy heading into restrictive territory?
    * What fundamental concerns are rising in credit markets?
    * Will investor confusion prevail as the mid-2018 theme?
  • Strategies For Finding Income Amongst Current Low Yields And Uncertainty
    Strategies For Finding Income Amongst Current Low Yields And Uncertainty Jonathan Platt, Head of Fixed Income, RLAM Recorded: Sep 12 2018 43 mins
    The desire for income certainty remains a key investment theme. Jonathan Platt, Head of Fixed Income at RLAM, explains how bonds can provide benefits and why it is important to have diversified exposure across the fixed income universe and a flexible approach to exploit the inefficiencies inherent in the credit markets. He will look at multi-sector approaches such as the RLAM Monthly Income Bond, which has the flexibility to blend existing credit capabilities by pooling the cash flows available from a range of fixed interest asset classes and distributing these in a smooth and regular manner.