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.
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.
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.
Masja Zandbergen and Michael van der MeerRecorded: Nov 15 201843 mins
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.
Morgane Delledonne, ETF Investment StrategistRecorded: Nov 14 201849 mins
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.
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.
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.
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.
Wouter Van Overfelt, Francesco Tarabini CastellaniRecorded: Nov 13 201833 mins
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.
Presentación de Didier Saint-Georges (Conferencia web en español)Recorded: Nov 13 201822 mins
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.
Libby Cantrill, Head of Public Policy; Scott Mather, CIO of U.S. Core StrategiesRecorded: Nov 9 201851 mins
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.
Global Macro Portfolio Management teamRecorded: Nov 8 201826 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: 2235334#
Gervais Williams, fund manager on the LF Miton UK Smaller Companies FundRecorded: Nov 8 201835 mins
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.
Aneeka Gupta, Associate Director, Research at WisdomTree in Europe & Nitesh Shah, Director, Research at WisdomTree in EuropeRecorded: Nov 8 201851 mins
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
Andrew Mulliner & Ryan MyerbergNov 20 20182:00 pmUTC60 mins
2018, so far, has been a fairly turbulent environment for fixed income markets, marked by sporadic shocks, which investors have largely treated as being driven by one off or transitory events. However, the list of such transitory episodes continues to grow and the cumulative impact on the fixed income universe poses significant challenges to investors. Thus, the flexibility to seek out the best opportunities and protect against the worst case scenarios without any constraints has never been more important, given the continued presence of historically low yields in the developed world at a time of declining global liquidity.
In this webcast, Andrew Mulliner and Ryan Myerberg, Portfolio Managers of the Janus Henderson Horizon Total Return Bond Fund share their thoughts on the markets and the prospects for bond investors in the near future. The webcast session will also include a review of the performance of the fund and summary of current positioning.
• Macro themes likely to shape the rest of 2018
• Current strategies in the fund
• Performance and portfolio update
Ryan Ross, BrightTALK | Hugo van Veen, SwissOne | Marco Benvenuto, CryptoFunds AGNov 20 20182:00 pmUTC60 mins
A webinar series dedicated to informing investors in Cryptocurrency Funds on news in the market. Topics will include:
1) Updates on Regulations
2) Analysis & Investing Strategies
3) Investment Management Industry Adoption of Cryptos
4) Breakdown of the Underlying Technology & Terminology
5) Movers & Shakers in the industry
Pilar Gomez-Bravo, MFS Director of Fixed Income, EuropeNov 21 201810:00 amUTC40 mins
Please join MFS as Pilar Gomez-Bravo discusses contradictions between global fiscal and monetary policies, the complexities of longer-term secular themes - debt, demographics and technology - and reviews the impact of potentially-peaking global growth with muted global inflation.
Oren Kaplan | Austen Robilliard | Karl Safft | D'ArcyNov 21 201811:00 amUTC60 mins
Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.
In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.
Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.
This webinar will cover:
- What will be the impacts of a strong US dollar on markets?
- How will trade agreements, and disagreements, will shape markets in the next 6 months?
- What industries will see the most and least activity from investors?
- Which emerging markets funds are seeing inflows and outflows, and why?
Andrew Keirle - Portfolio Manager, Emerging Local Markets Bond FundNov 21 201812:00 pmUTC45 mins
Andrew Keirle's fund has an 11-year track record in the multi-faceted, sometimes misunderstood but often rewarding, world of EM local currency debt. He'll discuss how active management can help reap the very real benefits of a high-yielding, largely investment-grade asset class, while managing the risks.
Peter Rutter, Head of Global Equities will be focusing on the factors that influence how RLAM’s Global Equity funds perform and how these fit with clients’ wider portfolios. In previous webinars Peter has introduced the differentiated and proven investment process employed by the RLAM Global Equity fund managers. This process leads to differentiated portfolios with performance driven by stock selection and some clear and consistent style and factor characteristics. In particular the funds have tended to perform best when valuation factors are outperforming and there is a risk-off environment in equities. Peter will explain why this is consistent with the investment process and consequently how the portfolios might fit a strong complement to managers with more global growth and larger cap exposures in global equities.
John Lloyd, CMO, ClearlySo, and Simon Evill, Head of Origination, ClearlySoNov 21 20183:00 pmUTC45 mins
Impact investing is one of the hottest areas in finance and growing at an estimated 17% annually in the UK alone according to research from Big Society Capital. But what are investors investing in? What types of businesses? What sectors are hot or not?
ClearlySo CMO John Lloyd interviews impact investment expert and Head of Origination Simon Evill to find out.
This webinar will include:
- Overview of impact sectors and high level trends
- Insight on the types of businesses and which sectors are attracting the most capital
- Examples of recent transactions
Andre Junqueira, Spinnaker Capital | Ryan Ross, BrightTALKNov 21 20184:00 pmUTC60 mins
Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.
What are good strategies to take advantage of this situation?
This panel will join leading emerging market participants to discuss:
- Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
- How to think about where opportunities lie in chaos.
- which securities are seeing the most flows and why?
- Which industries will be most affected by trade wars, a strong US dollar, and elections around the world
Sam Bentley, Client Portfolio ManagerNov 22 20189:00 amUTC60 mins
Despite outperforming over the long term, value investing in global emerging markets has never been the well-trodden path. We believe that our contrary approach affords our clients the opportunity to outperform the market and presents exciting opportunities for long term investors.
Sam Bentley will introduce Eastspring’s differentiated and disciplined value approach to scrutinizing and investing in the latent opportunities in GEM equities and share the realities of navigating the market in uncertain times.
Jin Zhang, Portfolio Manager in our Quality Growth BoutiqueNov 22 201810:00 amUTC30 mins
Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.
With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
Francesca Gandolfi, Canada LifeNov 22 201811:00 amUTC60 mins
Trust-based inheritance tax solutions have developed over many years and the various arrangements available can provide differing levels of access and IHT efficiency. In this presentation we look at some of the common solutions and how they can be used as part of an estate planning strategy. CPD certificates available to all attendees.
Just 29% of UK employees work for firms that operate flexible working policies for all employees according to recent research commissioned by TeleWare.
This highlights the stark differences in how firms are creating workforces who can work flexibly in an increasingly mobile environment. One thing is certain, tools that enable employees to work wherever and whenever they want to are here to stay, but how firms deploy them could be the difference between success or failure.
Join us in the latest webinar in our mobility and productivity programme where we will share exclusive insight into mobile and flexible working practices.
Join our panel of experts to find out:
•The impact on businesses who fail to deliver changing flexible working expectations
•The technological advancements that are helping firms operate flexibly
•The benefits and the pitfalls of a more mobility enabled workforce
•The barriers to successful adoption and how you can overcome them.
Steve Haworth, CEO, TeleWare
Andrew Fawcett, Product Manager, TeleWare
While emerging-market (EM) stock performance has been volatile in 2018, long-term demographic and economic changes across EM continue to create fertile opportunities for well-managed businesses capable of sustained growth. An increasing number of EM companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals. Join Kathryn Langridge, Senior Portfolio Manager, who will discuss the True Opportunity in Emerging Markets.
Bo Huang, Tilney Group | Charles Morris, Atlantic House Fund Management | Mark Witten, ACT Capital PartnersNov 22 20184:00 pmUTC60 mins
While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.
This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:
- The Impacts of a strong US dollar on Emerging Markets.
- How trade agreements, and disagreements, will shape markets.
- What industries will see the most and least activity from emerging markets investors?
The gradual removal of monetary policy accommodation by central banks is removing a price-insensitive buyer from the market and leading to reduced liquidity. Tighter monetary policy is also pushing up shorter-dated bond yields and leading to a reassessment of value on the yield curve. In this webcast, Nick Maroutsos looks at how investors can navigate the new environment for fixed income and chart a potentially less volatile path with their investments.
David Fagleman, Head of Policy & Research, Cash Services UKNov 27 20189:00 amUTC45 mins
The cashless society has been talked about for decades and with the increased use of digital payments some believe it’s closer than ever. Despite this cash remains a popular method of payment for consumers and businesses, and is forecast to continue to play an important role in the payments landscape for years to come.
Join this session for a discussion on the future of cash. This will include:
· Data and forecasts on cash and non-cash payment methods
· Research on the drivers behind consumer payment behaviour
· Analysis on the future of cash – it’s role as both a transactional and continuity method of payment
Marcus Brookes, SchrodersNov 27 201810:00 amUTC60 mins
In this timely webconference, please join Marcus Brookes, Head of Multi-Manager, as he gives his thoughts on the current Brexit situation, addressing possible outcomes and implications.
Marcus will also evaluate the impact of Trump’s tax cuts and trade policy on markets, as well as focusing in on future returns and how best to approach what is likely to be a highly volatile year in 2019.
Many trusts are subject to periodic charges (sometime called ten year anniversary charges) and exit charges, and trustees are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. They may look to their professional advisers for help and this webinar looks at how these charges apply to different estate planning solutions.CPD certificates available to all attendees.
Colin Morton, manager, Franklin UK Equity Income FundNov 27 201811:00 amUTC45 mins
Please join Colin Morton, manager, Franklin UK Equity Income Fund, who will draw on more than 30 years of experience to share with you his solution for providing your clients with a premium yield couple with capital growth. As well as explaining the process behind his time-tested approach to UK equity income investing, Colin will discuss:
•Key themes driving performance
•Recent portfolio changes
•Outlook and positioning
Dr Anne Lewis, Head of Product Development, VaultexNov 27 201811:00 amUTC45 mins
What determines how people pay for their goods and services? How might using cash instead of a debit card reflect your personality? Are you a utilitarian or hedonistic shopper?
This webinar looks at how the way people behave could affect their choice of payment. Dr Anne Lewis argues that an economic model is not enough to fully predict future consumer payment habits, and social factors have an important influence on whether people reach for notes or cards.
Paul Flood, multi-asset portfolio managerNov 27 201812:00 pmUTC45 mins
Paul Flood will discuss the diversification benefits offered by alternative assets, including renewables and infrastructure, and consider their performance over the course of 2018. He will also look ahead to prospects and opportunities for capital markets in 2019, as well as the underlying characteristics which make alternative assets appealing.
Edward Park, Ben PalmerNov 27 20182:00 pmUTC45 mins
Brooks Macdonald Investment Director Ed Park interviews Ben Palmer, Head of Responsible Investment Research, about the growing world of responsible investment, and the new Brooks Macdonald Responsible Investment Service.
The fourth industrial revolution is reshaping industry, business and investment opportunities worldwide. Join HANetf to explore how emerging investment themes such as Robotics, Cloud Computing, Blockchain and Social Media are creating new investment opportunities, and how European investors can access these growth themes.
Jason Blumstein, CTP, MBA, Manager, Actualize ConsultingNov 27 20184:00 pmUTC45 mins
"How to Increase Your Treasury Efficiency with Modern Techniques"
Cash Management is moving towards a higher level of sophistication whether you use Excel or a TMS. In this session, we will cover advanced forecasting techniques, cash pooling and multi-lateral netting.
Leveraging evidence from client initiatives and recent results, we will show you how to increase your treasury efficiency by leveraging modern techniques.
David Parker, Mikko Perez, Gil Bernabeu, Jenique McNaught & Ash SeddeekNov 28 20189:00 amUTC60 mins
Join a panel of experts moderated by David Parker, CEO of Polymath Consulting & co-founder of Konsentus to discuss issues around:
Will cash continue to drop in usage or have we reached the bottom, will contactless migrate from cards to phones and take over and what is the role of wearables going forward? Will the changes in regulation and requirements for Strong Customer Authentication change how consumers pay? Or will we see biometrics with pay by face or fingerprint become the norm and to that end both cards and mobile are on the way out? What role will PSD2 open banking have on payment habits and will it be the death of cards as Accenture forecast?
Ash Seddeek, bestcash founder
Mikko Perez, Founder and CEO, Ayannah
Gil Bernabeu, Technical Director, GlobalPlatform's
Jenique McNaught, Director, Strategy Desk