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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.
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Webinars and videos
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Old Mutual UK Alpha Fund monthly update with Richard Buxton
Richard Buxton
Recorded:
Apr 17 2014
30 mins
Old Mutual UK Alpha Fund monthly update with Richard Buxton
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Pin: 31234 -
Jupiter Japan Income Fund Audio Update
Simon Somerville
Recorded:
Apr 16 2014
14 mins
Simon Somerville presents an audio update for the Jupiter Japan Income Fund. -
2 Minutes on BrightTALK: How to Market Your Firm
Todd Thomson, Founder and CEO, Headwaters Capital
Recorded:
Apr 15 2014
2 mins
Todd Thomson explains how advisory firms can successfully market their brands around their competitive advantages and specialties. -
Emerging market strategy quarterly review
George Iwanicki, Emerging Markets Macro Strategist
Recorded:
Apr 15 2014
44 mins
This strategy webconference hosted by George Iwanicki, our dedicated Emerging Markets Macro Strategist, draws heavily on the discussions we have as a team in our weekly macro calls, monthly asset allocation meetings and proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models. The investment outlook is 12 months and will be updated on a quarterly basis.
Don't miss this opportunity to hear from our emerging markets specialist and put forward your questions.
If you prefer to listen via your telephone please use the appropriate dial in details from the numbers below.
Password: 30433
United Kingdom Local Call: +44 (0) 844 581 9089
Austria: +43 (0) 2 68220 56552
Belgium: +32 (0) 2 789 8603
Denmark: +45 3271 4573
Finland: +358 9 2319 5437
France: +33 (0) 1 7037 7166
Germany: +49 (0) 69 7104 45598
Ireland: +1 800 930 488
Italy: +39 02 36269665
Netherlands: 0207948426
Norway: 21563318
Portugal: +351 3 0880 2081
Spain: +34 91 787 0777
Sweden: +46 (0) 8 50520424
Switzerland: +41 (0) 22 592 7103
Standard International dial: +44 (0) 20 3003 2666 -
What Happened to the Great Rotation?
Andrew Smith - CIO, Asset Management, Canada
Recorded:
Apr 14 2014
5 mins
The "great rotation" predicted an end to the decades-long bond bull market -- three years ago. Yet, demand remains strong. What did the pundits miss? -
Dividend-focused investing - an update on the Newton Global Higher Income Fund
James Harries, Newton Investment Management
Recorded:
Apr 14 2014
30 mins
James Harries, lead manager of the Newton Global Higher Income Fund will explore the benefits of dividend-focused, unconstrained approach to global equity investing employed by the Fund and provide and update on the Fund's performance and asset allocation.
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
Password: 30452 -
Opportunities beyond investment grade – JPM Global High Yield Bond Fund
Robert Cook, portfolio manager and David Seaman, client portfolio manager, JPM Global High Yield Bond Fund co-managers
Recorded:
Apr 10 2014
31 mins
High yield bonds offer higher yields than government or investment grade bonds to compensate investors for the increased risk of default.
With corporate health at peak levels and spreads attractive relative to default expectations, hear Robert Cook, portfolio manager and David Seaman, client portfolio manager for the JPM Global High Yield Bond Fund, as he discusses the portfolio positioning and the many opportunities beyond investment grade. -
Identifying sustainable dividends
Dan Roberts
Recorded:
Apr 10 2014
53 mins
The rally in global markets has largely outpaced the growth in company earnings. Companies now need to deliver on the high expectations embedded in their share prices - a tough ask with corporate profit margins at or near all-time highs. That could play out well for companies offering the cushion of a healthy and sustainable dividend. From a global universe of thousands, which companies stand out? -
European Equity Income
Will James
Recorded:
Apr 10 2014
41 mins
Fund Manager Will James will celebrate 5 years at the helm of the European Equity Income Fund this month – he has delivered an annualised dividend yield of 5.0% growing at 7.0%, and generated an annualised return of 15.5% with 20% lower volatility than the FTSE Europe ex UK Index.*
The European market has continued to recover over the last 12 months, driven by improving sentiment and a greater propensity for risk. Join us to hear about the Fund’s investment process and philosophy and how Will concentrates on finding a combination of attractive companies that offer high, sustainable and growing dividend streams.
Take the opportunity to pose your questions directly to Will.
If you do not have the facilities to listen online (headphones / speakers) please use the details below:
Tel: 0808 109 0700
Conference Password: 28267 -
Old Mutual Spectrum Funds Q1 update with John Ventre
John Ventre
Recorded:
Apr 10 2014
48 mins
Old Mutual Spectrum Funds Q1 update with John Ventre -
2 Minutes on BrightTALK: Making Awesome Practice Management Content
David Canter, EVP, Practice Management and Consulting, Fidelity Institutional Wealth Services (IWS)
Recorded:
Apr 9 2014
2 mins
David Canter describes the importance of making your practice management initiatives digestible and actionable. -
UK Special Situations Fund Audio Update
Ben Whitmore
Recorded:
Apr 9 2014
8 mins
Ben Whitmore, manager of the Jupiter UK Special Situations Fund, discusses his investment philosophy and portfolio positionning. Ben aims to buy a diversified list of statistically low-priced stocks and consistently applies his investment process. -
Budget 2014: Opportunities and recommended next steps for DB scheme sponsors
Alex Whitley
Recorded:
Apr 9 2014
44 mins
The headlines accompanying the Chancellor’s Budget announcements on pensions relate primarily to DC schemes. However, the knock-on implications for DB sponsors could be extremely significant, and there may be a number of new opportunities for de-risking within a relatively short time-frame. -
Legg Mason Capital Management Opportunity Fund
Sam McLemore
Recorded:
Apr 8 2014
38 mins
Pin: 29469
PARTICIPANTS' DIAL IN TELEPHONE NUMBERS:
UK Free Call: 0808 109 0700
UK Standard International: +44 (0) 20 3003 2666
USA Free Call: 1 866 966 5335
Australia Free Call: 1 800 681 584
Austria Free Call: 0800 005384
Belgium Free Call: 0800 746 68
Canada Free Call: 1 800 608 0547
China Free Call: 4001 200558
France Free Call: 0805 630061
Germany Free Call: 0800 673 7932
Greece Free Call: 0800 1273 78
Hong Kong Free Call: 800 900 476
Italy Free Call: 800 986 477
Luxembourg Free Call: 800 2 6438
Netherlands Free Call: 0 800 022 9132
Norway Free Call: 800 19 457
Singapore Free Call: 800 120 4789
South Korea Free Call: 00 308 13 1807
Spain Free Call: 800 300206
Sweden Free Call: 020 089 6377
Switzerland Free Call: 0800 800 038
Taiwan Free Call: 00801 126875 -
M&G Global Emerging Markets Fund Webcast
Matthew Vaight
Recorded:
Apr 8 2014
54 mins
Fund Manager Matthew Vaight will present on the M&G Global Emerging Markets Fund -
Kames Capital High Yield Bond Conference Call
Phil Milburn and Claire McGuckin
Recorded:
Apr 8 2014
35 mins
Fixed Income Investment Managers Phil Milburn and Claire McGuckin discuss the Kames High Yield Bond Fund. -
Is the UK a bubble and Europe toil and trouble?
Wayne Bowers - Chief Investment Officer, Asset Management, EMEA & APAC
Recorded:
Apr 7 2014
4 mins
Is strong growth in the UK too good to be true? Is fiscal easing on its way for Europe? Wayne Bowers shares where policy makers might take us. -
Setting a clear business strategy
Brett Davidson
Recorded:
Apr 7 2014
44 mins
As Lewis Carroll once said, "If you don't know where you are going, any road will get you there." The same is true for your business. Getting the strategy right is the compass that always points north. Knowing where you are headed makes decision making easier in areas like hiring and firing, pricing, use of technology and marketing. In this webinar I'll look at a simple approach to setting your business course and keeping you and your team on track. -
Pathway Funds Webinar
Philip Duggan
Recorded:
Apr 4 2014
33 mins
Our Pathway Funds are almost 6 months old, with assets under management fast approaching €100 million .
Why not join us this coming Friday for the first of our Pathway Webinars? Philip Duggan & Pat Cunningham, two of the Pathway fund managers, will provide insights as to how the funds are managed to each of the specific risk prfolies. A brief macro-overview and outlook for the rest of the year will also be discussed. -
High Yield
Amie Stow
Recorded:
Apr 3 2014
23 mins
Amie Stow, Product Specialist for High Yield, considers the outlook for the global high yield market in 2014. A regionally unconstrained approach reaps the benefits of higher yields, wider spreads, broader overall market liquidity and greater diversification. But do today’s valuations adequately compensate against the inherent risks? -
Legg Mason Japan Equity Fund
Hideo Shiozumi
Recorded:
Apr 2 2014
32 mins
Pin: 29467
PARTICIPANTS' DIAL IN TELEPHONE NUMBERS:
UK Free Call: 0808 109 0700
UK Standard International: +44 (0) 20 3003 2666
USA Free Call: 1 866 966 5335
Australia Free Call: 1 800 681 584
Austria Free Call: 0800 005384
Belgium Free Call: 0800 746 68
Canada Free Call: 1 800 608 0547
China Free Call: 4001 200558
France Free Call: 0805 630061
Germany Free Call: 0800 673 7932
Greece Free Call: 0800 1273 78
Hong Kong Free Call: 800 900 476
Italy Free Call: 800 986 477
Luxembourg Free Call: 800 2 6438
Netherlands Free Call: 0 800 022 9132
Norway Free Call: 800 19 457
Singapore Free Call: 800 120 4789
South Korea Free Call: 00 308 13 1807
Spain Free Call: 800 300206
Sweden Free Call: 020 089 6377
Switzerland Free Call: 0800 800 038
Taiwan Free Call: 00801 126875 -
2 Minutes on BrightTALK: How to Supplement Financial Advice with Robo-Advice
Dave Welling, SVP and General Manager, Black Diamond
Recorded:
Apr 1 2014
3 mins
Dave Welling discusses how robo-advisory tools empower a relationship between a firm and its customer, taking the conversation beyond a simple information exchange and into insightful discussion. -
2 Minutes on BrightTALK: Understanding Your Customer's Journey
Kelly Bodine, Co-Author, Outside In: The Power of Putting Customers at the Center of Your Business
Recorded:
Apr 1 2014
3 mins
Kelly Bodine describes how to better empathize with and understand your customers by analyzing information you already have and by asking the right questions.
-
Property Update Web Conference
Don Jordison
Apr 23 2014
8:30 am
UTC
60 mins
Property has long been known as an important source of diversification for investors as well as being a hard, tangible asset that generates regular cash flows. After several years of pressure on capital values, UK commercial property markets have shown clear signs of recovery across all the major sectors as investors have been attracted by the combination of attractive real yields and the prospect of further improvements in capital values as the UK domestic economy strengthens.
Join Threadneedle’s Property Managing Director Don Jordison as he discusses topics including:
• Property’s high relative income return when compared to other asset classes
• The tailwinds for property in 2014, such as the attractive supply fundamentals due to a lack of development in the noughties
• Current portfolio themes
Participants will be able to ask questions at the registration stage or online in the Q&A session that follows the main presentation. -
Unlocking Asia's dividend potential - Newton Asian Income Fund quarterly update
Jason Pidcock, Newton Investment Management
Apr 23 2014
9:30 am
UTC
45 mins
Jason Pidcock, lead manager of the Newton Asian Income Fund will discuss where he believes income opportunities lie in 2014, and provide an update on the Fund's performance and asset allocation. -
Onside with Gartside (Q2 2014)
Iain Stealey, JPM Strategic Bond Fund co-manager
Apr 24 2014
8:30 am
UTC
60 mins
Hear Iain Stealey, co-manager of JPM Strategic Bond Fund, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.
In particular, Iain will cover:
• Fixed income returns have surprised investors year to date, as weaker data, lower inflation and geopolitical unrest have impacted markets
• However with the Federal Reserve quantitative easing program coming to an end and the expectation of rate hikes by both the Fed and the Bank of England coming in 2015, the next big move in bond yields will be higher
• In this environment a flexible, unconstrained fixed income portfolio will be important to navigate markets going forward
This call will qualify you for 30 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII). -
Schroder GAIA Avoca Credit
Simon Thorp
Apr 29 2014
2:00 pm
UTC
60 mins
Simon Thorp will give us an update on the fund and an outlook of the market.
The structure is 30 mins presenting, followed by 10 mins of Q&A. -
Quarterly Market Insights update with Stephanie Flanders (Q2 2014)
Stephanie Flanders, Chief Market Strategist for the UK and Europe
Apr 30 2014
8:30 am
UTC
60 mins
Join Stephanie for the Q2 2014 Quarterly Market Insights webconference and be among the first to put your questions to her on the issues that matter for your clients.
Stephanie will share her views on the themes shaping global markets today and introduce new charts from the latest Guide to the Markets.
In particular, Stephanie will cover:
•2014 has been kinder to core fixed income assets than previously expected, but the eventual rise in interest rates will still create challenges for the asset class and underlines the need for a diversified approach to fixed income investing
•The European recovery has not yet been reflected in corporate earnings. Will this year see a turn in the earnings cycle?
•Emerging markets have become an unloved asset class, but current valuations are difficult to ignore for the long term investor
•Political risks create uncertainty and add to market volatility, but investors should focus on fundamentals when taking a long term approach
In the UK, this call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII). -
JPM Dynamic Funds update
Jon Ingram, Head of Dynamic team, J.P. Morgan Asset Management
May 8 2014
8:30 am
UTC
60 mins
The UK economy is showing signs of a broad-based recovery, with conditions improving across the manufacturing, services and construction sectors. Whilst in Europe, the corporate sector is particularly well placed to benefit from any recovery in regional growth.
Hear Jon Ingram, head of the Dynamic team at J.P. Morgan Asset Management, as he discusses the portfolio positioning and how the JPM UK Dynamic and JPM Europe Dynamic (ex-UK) Funds provide access to our best investment opportunities across both UK and European equity markets. -
Legg Mason Western Asset Senior Loans
TJ Settel
May 8 2014
2:00 pm
UTC
60 mins
Pin: 29470
PARTICIPANTS' DIAL IN TELEPHONE NUMBERS:
UK Free Call: 0808 109 0700
UK Standard International: +44 (0) 20 3003 2666
USA Free Call: 1 866 966 5335
Australia Free Call: 1 800 681 584
Austria Free Call: 0800 005384
Belgium Free Call: 0800 746 68
Canada Free Call: 1 800 608 0547
China Free Call: 4001 200558
France Free Call: 0805 630061
Germany Free Call: 0800 673 7932
Greece Free Call: 0800 1273 78
Hong Kong Free Call: 800 900 476
Italy Free Call: 800 986 477
Luxembourg Free Call: 800 2 6438
Netherlands Free Call: 0 800 022 9132
Norway Free Call: 800 19 457
Singapore Free Call: 800 120 4789
South Korea Free Call: 00 308 13 1807
Spain Free Call: 800 300206
Sweden Free Call: 020 089 6377
Switzerland Free Call: 0800 800 038
Taiwan Free Call: 00801 126875 -
Global Absolute Return Strategies Fund (GARS)
Andy Ford
May 13 2014
8:00 am
UTC
45 mins
Telephone dial in support: 0808 109 0700
Conference ID: 28269 -
4 reasons to consider the Newton Managed Income Fund - an update wtih Paul Flood
Paul Flood, Newton Investment Management
May 14 2014
9:30 am
UTC
45 mins
The Newton Managed Income Fund offers exposure to a range
of high-quality Newton funds, while enabling investors to outsource
responsibility for asset allocation, both between and within bond and
equity markets, to an experienced, professional asset allocator.
Join Paul Flood as he gives an update on the Fund's performance and explains key benefits of investing in this outsourced solution. -
Creating A High Performance Business Strucutre
Brett Davidson
May 14 2014
11:00 am
UTC
45 mins
Too many small businesses stay small because they don't address the structural changes that must be made to facilitate growth. In this webinar I'll look at some simple steps you can take to create a high performance business structure. -
Global Outlook
Andrew Milligan
May 15 2014
8:30 am
UTC
45 mins
Head of Global Strategy, Andrew Milligan, considers the global economic backdrop and current market developments.
-
FCA update: Evidencing compliant conduct under principles-based regulation
Credit Today and Squire Sanders
May 15 2014
11:30 am
UTC
90 mins
1.The interaction between the Principles for Businesses and the Consumer Credit Sourcebook (“CONC”)
2.The extent of creditworthiness and affordability
3.Practically defining TCF
4.The impact of rule breaches and the ability for consumers to take action for breach of statutory duty against lenders -
MyFolio
Bambos Hambi
May 27 2014
8:30 am
UTC
45 mins
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. -
UK Property PAIF
Nigel Chapman
Jun 24 2014
3:00 pm
UTC
45 mins
Telephone dial in support: 0808 109 0700
Conference ID: 28268 -
JPM Emerging Markets Income Fund update
Richard Titherington
Jul 10 2014
8:30 am
UTC
60 mins
As increasing numbers of investors look to Emerging Markets to diversify their income source, or as a less volatile exposure to EM, hear Richard Titherington discuss the JPMorgan Emerging Markets Income Fund.
This fund can provide access to high yielding stocks across a wide range of emerging market companies, markets and sectors, allowing your clients access to a powerful combination of income and growth.
The call will offer insight into the current market environment, how we are currently positioned and stock level changes in the fund. -
Emerging market strategy quarterly review
George Iwanicki, Emerging Markets Macro Strategist
Jul 17 2014
2:00 pm
UTC
60 mins
This strategy webconference hosted by George Iwanicki, our dedicated Emerging Markets Macro Strategist, draws heavily on the discussions we have as a team in our weekly macro calls, monthly asset allocation meetings and proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models. The investment outlook is 12 months and will be updated on a quarterly basis.
Don't miss this opportunity to hear from our emerging markets specialist and put forward your questions. -
Global Outlook
Andrew Milligan
Sep 18 2014
8:30 am
UTC
45 mins
Head of Global Strategy, Andrew Milligan, considers the global economic backdrop and current market developments.
-
JPM Emerging Markets Fund update
Leon Eidelman
Sep 23 2014
8:30 am
UTC
60 mins
2013 was a challenging year for Emerging Markets, as the asset class was impacted by the ongoing uncertainties of tapering and subsequent effect on currencies.
Hear Portfolio Manager Leon Eidelman discuss the environment in 2014, our portfolio positioning and changes and why this asset class continues to be one that long-term investors shouldn’t ignore. -
JPM Emerging Markets Income Fund update
Omar Negyal
Nov 27 2014
9:30 am
UTC
60 mins
As increasing numbers of investors look to Emerging Markets to diversify their income source, or as a less volatile exposure to EM, hear Portfolio Manager, Omar Negyal discuss the JPMorgan Emerging Markets Income Fund.
This fund can provide access to high yielding stocks across a wide range of emerging market companies, markets and sectors, allowing your clients access to a powerful combination of income and growth.
The call will offer insight into the current market environment, how we are currently positioned and stock level changes in the fund. -
Global Outlook
Andrew Milligan
Dec 10 2014
9:30 am
UTC
45 mins
Head of Global Strategy, Andrew Milligan, considers the global economic backdrop and current market developments.
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