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.
Will you be joining Fund Manager, Bryn Jones and Credit Analyst, Noelle Cazalis on Thursday 26th November?
The current climate of low interest rates, low inflation and uncertain investor sentiment towards credit markets has created much debate around how clients’ portfolios should be positioned.
Bryn Jones (manager of the Rathbone Strategic Bond Fund) and Noelle Cazalis (Credit Analyst), will explain how maintaining consistently low volatility has been key for clients seeking risk adjusted returns.
Hear it first by joining Bryn and Noelle in this live webinar.
Please join John Warren, who manages the UK Dynamic Long Short funds alongside Paul Marriage, to hear him discuss their long-short investment strategy, which has a bias towards Small and Mid Cap UK equities.
We believe that the best way to build a macro view is from the bottom up. The manager of SVM Continental Europe, Hugh Cuthbert, travels extensively in Europe, meeting with management of a wide range of different types of businesses in different countries. During his presentation he will give a number of examples of the opportunities he has unearthed.
Having just celebrated its five year anniversary, Bambos Hambi, Head of Funds Management, will provide an update on our MyFolio Range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across 5 risk levels.
With the 21st meeting of the Conference of Parties (COP21) in late November, thoughtful investors may be asking:
"How can I impact global climate change with my investment portfolio?"
"How might government response to climate change affect my portfolio?"
And "How can I take action to manage carbon risk?"
Unsure how to answer? Then join Northern Trust Asset Management and Responsible Investor on our latest webcast, as we look to share our expectations of COP21 and highlight how the themes of the Paris summit translate to your investments.
We will take a look at:
• Decarbonization: Theory to practice
• Investor challenges/risks
• How investors can mitigate these risks
The interactive session will be moderated by Responsible Investor magazine.
Launched over a year ago, both these funds have beaten their benchmarks in rising and falling markets, using short positions to counteract the recent volatility. Stephen will explain his ‘up/down’ investment process – how he focuses on higher-growth stocks while carefully managing the risk. And, as the US Federal Reserve hints at a rise in interest rates in December, he reveals where he is finding opportunities.
Schroders are seeking to launch a new investment trust investing in commercial real estate in continental Europe. The fund will invest in properties in the growth cities of Western Europe and will target a dividend yield of 5.5% as well as capital growth over time. The fund will be a London listed Investment Trust with a maximum LTV of 35%.
Pressures in the energy and commodity-related sectors have created an attractive entry point for investing in US high yield. Andrew Jessop, Portfolio Manager, discusses how a focus on higher quality can help investors navigate this space.
Following the publication of its interim report into the credit card market, the Financial Conduct Authority (FCA) will be holding an exclusive webinar with Credit Today on 2 December to discuss findings and seek feedback from the market. View report: http://www.fca.org.uk/news/credit-card-market-study
During the broadcast, FCA director of competition Mary Starks and Richard Koch, head of policy at the UK Cards Association, will join Credit Today’s managing editor Fred Crawley for an hour’s discussion on the report, with time for questions & answers from listeners.
The webinar will address:
•The findings of the report, which reviewed 34 million accounts and surveyed 40 million consumers
•The FCA’s concerns regarding 2 million consumers in persistent debt, and a further 1.6 million regularly making minimum payments
•What remedies are possible to make the market work better for the “significant minority” of consumers experiencing problem debt
•What firms can do to work with consumers struggling to repay credit card debt
The FCA will also use the webinar as a chance to seek feedback from financial services and collections businesses familiar with credit card debt
Register for this FREE webinar now and join the discussion on how to tackle indebtedness in the UK cards market.
When faced with increased market pressures and the unavoidable need for change, the first port of call for many organisations is to focus on the skills and capabilities of their people. Indeed, corporate training and development is a growing area. Research shows year on year double-digit growth since 2011 in corporate training spend. And whilst capability and skill development is an inevitable part of organisational development and effectiveness, the question however has to be, are we truly getting the returns on the investments being made? Is capability development meeting the needs of the organisation?
In this webinar Simon Jackson will share his experience and insight that has been developed over many years working with leading global brands on transformation initiatives that have focused on leadership development and change programmes. We will explore what is really needed to transform the capability of your people and create high performance.
For investors seeking growth across market environments, taking an innovative and flexible approach is absolutely crucial. In our view being adaptive is necessary to produce better and more consistent outcomes.
Please join us for a special session with Johanna Kyrklund, CFA, Head of Schroders Multi-Asset Investments, as she shares her thoughts on the evolving nature of managing diversified growth strategies and how she builds portfolios to adapt to the ever-changing market environment. The discussion will highlight the importance of going beyond the theoretical and applying a truly innovative and practical approach to asset allocation. Johanna will also answer questions from participants who wish to hear the team’s views on accessing better beta exposures, dynamic asset allocation and risk management.
In challenging and rapidly changing business environments, new leadership skills and behaviours are needed to lead through uncertainty and transform business. Leaders need to be agile and influential at all levels within the organisation. The old style of command and control no longer works. Instead, blame, judgment and criticism need to be replaced by responsibility and shared leadership.
Organisations who embrace a collective leadership approach will engage teams, inspire their clients and create lasting change.
Research shows that in the presence of horses, people are more aligned, more authentic and more transparent in their approach. Horses model leading from the collective, where every member of the herd takes responsibility for combined success. Jude will explain how working with horses enables teams to model collective leadership and lead change with confidence and clarity.
Jude is an international speaker, Horse Assisted Educator and author of the book Leadership Beyond Measure. She helps senior leaders develop embodied leadership skills that have a profound impact on clients and teams. Through live events and workshops, she partners with horses who provide non-judgmental feedback, enabling clients to identify their leadership behaviours and transform themselves into courageous and hugely influential, non-verbal communicators.
Is Asia a lucrative market for the wealth management industry?
The statistics look fabulous. Asia is now the region with the highest number of High Net Worth Individuals in the world and any day now the most absolute wealth too.But the reality looks sketchy.
Of the billions of people is Asia, there is barely a middle class right now and there is a vast amount of poverty. Serious wealth is in the hands of few, typically an older, less easy to capture audience.
In this webinar we cover the pros and cons, opportunities and threats of doing good business in Asia. We explain the current landscape, explore how clients and regulations are changing and examine the opportunities presented by the digital revolution, both adoption by consumers and fintech solutions for the industry.
This is essential listening for businesses watching Asia with interest, or starting to do business there.
After 6 years of zero interest rate policy, the Federal Reserve is ready for lift-off and is looking to normalize monetary conditions. On the other hand, for the ECB, the BOJ and many emerging economies, monetary conditions remain too tight and further stimulus is required. In this interview, Jim Leaviss will discuss the impact this environment is likely to have on bond markets and how is positioned to benefit the most from these challenging conditions.
A lot can happen in twelve months. The past year has seen investment markets dominated by continued uncertainty in the Eurozone, the threat of rising interest rates in the US and worries about a hard economic landing in China. What will next year have in store for investors? Can Financial Planners and Wealth Managers ever accurately predict the future? Assuming our crystal balls do work, how should advisers adjust their investment recommendations to avoid the pitfalls and focus on the opportunities? In this webinar, Martin will share his views on crystal ball gazing, the big themes to consider for 2016 and how investment portfolios are best positioned for the future.
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.
Hear from Maybank, Malaysia's largest financial services provider, about the opportunities ahead in ASEAN markets.
Maybank Asset Management has operations in Malaysia, Singapore, Indonesia and Thailand focused on Asian and Islamic investment solutions to both the retail and institutional segments.
Join our webinar on 10 December to hear from three of Maybank AM's top investment specialists on the current and future prospects for Asian macro outlook, Asian equities and dollar bonds.
Rachana Mehta, Head of Fixed Income
Rachana is responsible for Fixed Income investments, with particular focus on BlueWaterz and alternative fixed income strategies, at Maybank Asset Management Singapore. She has over 20 years of experience managing Asian local currency government bonds, corporates and foreign exchange.
Rachana graduated from Birla Institute of Technology and Science with a Masters in Management Studies (Finance). She holds an MBA (with distinction) from University of South Carolina, Columbia and is a CFA charterholder.
Christina Hee, Regional Head of Research
Christina has over 14 years of experience having worked as a research analyst at Goldman Sachs and UOB in addition to a tenure as a consultant with Deloitte Touche Tohmatsu, prior to joining Maybank in 2009.
She graduated with Bachelor of Commerce from the University of Melbourne and is a CFA charterholder.
Kedar Wagle, CFA , Co-Head Of Equity, Alternative
Kedar is responsible for equity investments, as a co-portfolio manager of the Akshayam Asia Fund at Maybank Asset Management Singapore (MAMS). He has over 20 years of experience on buy-side investing across Asia, with a strong sector expertise in Telecom, Utilities, Financials, Property and Energy.
The event will be hosted and moderated by Funds Europe's editor-in-chief Nick Fitzpatrick.
This is a webinar suitable for investors interested in the developments of the South East Asian markets across sectors.
Charles Hepworth, manager of GAMs risk-rated model portfolios, appraises the market trends, events and developments which made 2015 a year in which active managers have generally outperformed the passive market, cites some of his preferred active managers and gives an outlook for the year ahead.
Charles will also provide an update on asset allocation and performance of GAM's risk-rated model portfolios.
Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Peter Yi, CFA - Director of Short Duration Fixed Income
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
Start 2016 with an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.
Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.
This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).