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.
The Webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management’s Global Multi-Asset Solutions Team. Toby will review the markets over the last quarter and talk through how this impacted his approach with the Atlas Portfolios. He will also look at the current economic landscape and market conditions, and provide an outlook for the remainder of 2015, explaining how these factors impact on his investment decisions moving forwards.
Dial in details are as follows:
UK Freefone: 0800 169 0968
UK Primary: 0844 800 3849
International direct: +44 844 800 3849
UK Direct: +44 208 996 3943
Michael Lai, Investment Director and manager of GAM Star China Equity, will share his views on the recent Chinese stock market turmoil and give an update on how he seeks to capture the stock/sectors that are less vulnerable to the macro environment.
Inside the human advantage. The Jupiter Independent Funds Team give an overview of their investment approach; benefits of investing in a multi-manager fund, how they carry out research and how they manage risk.
Tom Dobell will comment on the uptick in performance of the M&G Recovery Fund in the first half of 2015, and joined by his deputy David Williams, will discuss the reasons behind the improvement.
In an interview format, they will also focus on the opportunity the M&G Recovery Fund offers investors today. This will be followed by a question and answer session for delegates to ask whatever they wish.
The call will start at 10:00am BST on Tuesday 28 July and is expected to last an hour.
2015 has proven to be a strong year for investment returns but we've started to see increased volatility in the markets. Join us for this investment update where we'll outline our thoughts and views as to where value can be found.
AEI Resident Scholar Derek Scissors argues that the most likely economic outcome for China is stagnation, and the process has already begun. High debt, an aging population, and natural resource constraints can be overcome, but only with powerful pro-market reforms that are not yet in place. Nonetheless, China’s size and even some of its problems offer some very appealing opportunities
Do you have a blog or news section on your website? Are you attracting high levels of traffic, but low numbers of leads for your firm? You're not alone! Converting website visitors to enquiries (and eventually clients) is a huge problem for many professional services firms. In this presentation, we'll talk about why this is the case, what you can do to combat it and how you can implement a full 'lead nurturing' system to keep converting visitors to clients, time and time again.
Inside the human advantage. Ariel Bezalel, manager of the Jupiter Strategic Bond Fund, discusses how his upbringing in East London made him the driven person he is today and how him and his team work together to run the fund.
Niall Gallagher will discuss why he believes the conditions for earnings growth are now firmly in place in Europe and explain how he approaches stock selection in the region to maximise the opportunity.
Many local European companies are thriving even in the midst of political uncertainty and economic malaise. We will explain how the New Capital Dynamic European Equity Fund focuses on what are the most important drivers for any business, namely the management and the business model. We aim to show the listener that there is a rich diversity of phenomenal companies in Europe that are prospering, despite newspaper headlines to the contrary, and where we see opportunity in equity markets going forward.
US equities exceeded their previous all-time high in April 2013 but it took European shares another two years to reach that point. As a stock market region, we believe Europe is currently well-positioned to continue to outperform other developed markets. Not only do we expect USD-strength to bolster European exporters’ revenue and profit growth but accelerating economic activity should support intra-regional commerce and therefore economies of scale for businesses at large. In this presentation, Christian Diebitsch, the Portfolio Manager of Heptagon European Focus Equity Fund, explains where he currently sees opportunities for further outperformance by following a disciplined, time-tested, bottom-up, non-benchmark driven strategy based on quality-growth.
Fortinet protects the most valuable assets of the largest financial services institutions across the globe. Learn how they provide high-performance protection against cyber-threats by hearing from security experts and key customers.
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.
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.
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
In their first joint webcast, James Foster and Jacob de Tusch-Lec discuss their close collaboration on the Artemis Monthly Distribution Fund, their outlook for bonds and global equities and how they are preparing for a rise in interest rates.
The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment. Join the team for an update.
Join Peter Harrison, Keith Wade and host, James Cardew, on Tuesday 13 October 2015 for ‘Schroders Live’. The debate will shine a spotlight on key macro-economic and topical issues.
Presenters: Peter Harrison, Head of Investment, Keith Wade, Schroders Chief Economist & Host James Cardew, Schroders Global Head of Marketing