UK Financial Advisers

While global investors shun UK stocks, William Littlewood, manager of the Artemis Strategic Assets Fund, believes they now offer value. He weighs up the opportunities and risks in the UK market with Artemis’ Ross Leckie.

Politics continues to have a heavy influence on US equities at present. Now we have the results of the midterm elections, Cormac Weldon, manager of the Artemis US Select Fund, considers the outlook from here.

Bringing clarity to the confusion of smart beta

Factor investing is transforming the way investors construct and manage portfolios. But how can you be sure you’re getting the factor exposure you seek? MSCI FaCS and Factor Box remove this uncertainty by providing a factor standard that can be incorporated into your due diligence process.
In this webcast we will:
•Provide an overview of MSCI FaCS and MSCI Factor Box
•Demonstrate how to measure and analyze factor exposures at the security, fund or portfolio level using MSCI FaCS
•Use Factor Box to compare funds to funds, funds to benchmarks and report fund or style characteristics

With dramatic developments in the Brexit story, we are in a fast changing situation with much at stake for the country and for investment portfolios. Trevor Greetham, Head of Multi Asset at Royal London Asset Management shares his views on possible outcomes and how they are likely to impact a range of investments.

Financially material ESG factors could have a significant impact – positive or negative – on a company’s business model and value drivers, such as revenue growth, margins, required capital and risk. We take a look at how to define what is financially material ESG information and how this can be used by investors. We also look at moving from research to real life, considering the three broad approaches to addressing ESG in a portfolio how to incorporate detailed analysis effectively.

Calculating the value of an estate is clearly important when it comes to planning for inheritance tax and can be impacted by a variety of factors. That’s why our latest webinar looks at how to calculate the value of an estate, the various exemptions and reliefs available and, of course, some of the ways to mitigate IHT. CPD certificates available to all attendees.

Robotics, automation & artificial intelligence (RAAI) may be one of the most important investment opportunities of our generation. The multi- decade transition to a world dominated by RAAI technologies is still in its infancy and the ingredients for a major breakthrough are already in place.

In this webinar, Edward Park is joined by Richard Lightbound of Robo Global, who will discuss the investment themes that they believe will shape this exciting opportunity. The revolution is happening now!

Richard Lightbound has worked for 15+ years within the financial services sector with Wells Fargo and Standard Chartered Bank in senior management positions with responsibility for Institutional and Corporate clients across Europe, MENA and Asia. Richard enjoyed a 7 year break from banking to join an early cloud computing company funded by Warburg Pincus and now part of Infor. Richard launched and managed operations across Asia and Europe. In 2014 Richard joined ROBO Global and in addition to managing daily operations in Europe and Asia, he is responsible for executing business strategy and serves on the Index Committee. Richard is a frequent speaker at Robotics & Automation conferences and events. During his career Richard has lived and worked in Hong Kong, USA, Europe and Sri Lanka.

An outlook of increasing volatility and potential economic slowdown makes the case for a defensive approach to equities. With income from traditional sources still difficult to come by, and higher yielding strategies carrying risk, we discuss an approach to achieving higher income with comparatively low risk through the use of covered calls within an ETF structure.

Please join the Jupiter Value Equities team for a live update on the Jupiter Global Value Strategy.

Ben Whitmore -

Ben joined Jupiter in 2006 and is currently Head of Strategy, Value Equities.

Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets.

Ben has a degree in Geography from Cambridge University.

Dermot Murphy -

Dermot joined Jupiter in 2014 and is currently a Fund Manager in the Value Equities team.

Prior to joining Jupiter, Dermot worked at Fidelity where he was a Building Materials Analyst.

Dermot holds a BA in Commerce from the National University of Ireland, Galway.

As Robeco announces that it is the Sustainability Investing Partner of City to Sea, their founder Natalie Fee shares her own experience of realising that something needs to be done about plastic pollution. She takes a look at the problem and what you can do to be part of the solution.

Sustainability investing is not the only approach to making an impact – active ownership can be very powerful. Carola will discuss how investors can reap the benefits of engagement around financially material ESG themes.

Fund manager, Mark Munro, discusses the changes, updates and outlook for the Total Return Credit Fund

The UN SDGs are becoming a popular lens through which investors can view the impact of their sustainability investing. However quantifying a company’s contribution to the SDGs is no mean feat. Taeke will discuss the goals, how investors might approach incorporating them in their portfolio, and the framework developed by Robeco to rate companies on their SDG impact.

James Rutter from COOK joins our SI Explore in London to talk about the value of putting purpose at the centre of the business.

Partecipi al prossimo webinar con Sandra Crowl, che parlerà delle attuali strategie globali e di investimento di Carmignac. LA CONFERENZA SARA’ IN ITALIANO.

After a long period of calm in financial markets, 2018 has seen a significant increase in volatility. Bond yields and credit spread have risen, whilst uncertainty around global trade has increased, several emerging markets have been under the spotlight and political risk in the Eurozone has re-emerged. This has all proven a very challenging backdrop for fixed income strategies. In this context, Gordon Harding, Investment Specialist at UBS Asset management will outline current opportunities and discuss how the new UBS Global Strategic Bond Fund provides a solution to fixed income investing in this more uncertain environment.

Inefficiencies are prolific in the emerging corporate bond space, making it an active manager’s paradise. In this webinar, Wouter Van Overfelt, Senior Portfolio Manager, will explain how to take advantage of these inefficiencies by complementing tried and tested value-driven strategies with event-driven opportunities.

Wouter will also answer your questions and discuss the following:
-Why he actively seeks stories which other managers avoid.
-Where he is finding value in the current market.
-What his views are on recent market developments.

Únase a nuestra próxima presentación de Didier Saint-Georges, Managing Director y Miembro del Comité de Inversiones, en la cual presentará nuestra visión así como un resumen de la actual estrategia global de inversión. Tendrá la oportunidad de realizar preguntas durante la conferencia y se contestarán una vez finalizada dicha presentación.

Peter Brooke, fund manager and head of MacroSolutions, gives his views on what lies behind the recent market volatility and how the team actively navigate this volatility. He also discusses why the outlook for SA-facing assets is set to improve over the medium to longer term.

Check out our highlights video from Future Decoded 2018 to see what we got up to (you might have even made the final cut!).

Wes McCoy, manager of the UK Equity Unconstrained Fund, provides an update of the Fund, discussing:
-Performance
-Contributors and activity
-Positioning
-Outlook

What will the outcome of the U.S. midterm elections mean for global markets? Libby Cantrill, PIMCO's head of public policy, and Scott Mather, CIO of U.S. Core Strategies, discuss what we see on the horizon for U.S. policy and implications for investing.

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.

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In this webinar, Gervais Williams, fund manager on the LF Miton UK Smaller Companies Fund, sets out his views on the UK Smaller Companies universe, whilst also discussing his outlook and positioning for the fund.

The electric vehicle market is changing the automotive landscape. Sales of electric vehicles are growing exponentially as innovation in battery technology drives the total cost of owning an electric vehicle lower.

In this webinar, we will explore developments in the battery technology landscape and how changing demand may affect the prices of commodities, such as nickel.

Topics to be discussed include:

• Developments in lithium ion batteries & implications for the supply chain
• Catalysts behind electric vehicle uptake
• How changes in battery technology may affect demand for different commodities