UK Financial Advisers

Since the Brexit referendum the Janus Henderson UK Property PAIF has continued to hold a higher level of cash in the face of continued political and market uncertainty, and remains open for dealing. During this webcast Co-Manager Ainslie McLennan will explain that the fund’s emphasis is on holding a broad mix of high-quality properties with robust tenants on long leases in good locations. The diversification that comes from maintaining a balanced portfolio means the fund is not heavily exposed to one particular sector.

Waverton European Team discuss Capital Cycle Investing, highlighting the challenges the team face using this philosophy due to the extended period of low real interest rate, as well as the stock opportunities available.

Our outlook for 2020 and beyond is hinged on whether the US and China reach a trade deal or not. Will we have a trade truce or trade armageddon? If they fail to reach a deal, the global economy is likely to slide into a recession – the beginning of which has already started.

Join us for our upcoming webinar in which we will examine the new challenges and opportunities that we expect investors to face in 2020 given this uncertain backdrop.

Key topics:

• Gold shines amid global macro uncertainties
• Is Europe’s recovery losing steam?
• Haven currencies in vogue as global economy decelerates
• Slowing growth expectations to be a driver of bond yields
• Cryptocurrencies: 2019 was the end of the winter - what does the future hold?

A slowing economy, ongoing geopolitical adversity and turmoil and a ratcheting down of global growth expectations have been the backdrop for the most of 2019. Against this, what are the new opportunities – and challenges – for investors in the China market? May Ling Wee, China portfolio manager at Janus Henderson Investors will address this topic as well as provide a year-end review for Chinese equities, a portfolio update including positioning and performance review, and share the team’s outlook for 2020.

Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong

Neal Capecci, portfolio manager, Asian fixed income, addresses some topical themes relating to Asian bonds and what makes the Asian fixed-income space stand out right now in a global context

With historic yield curve inversions around the world in 2019, 2020 is poised to be another year where fixed income markets will be carefully watched by investors. This panel will focus a discussion on topics most important investors from a fixed income perspective, such as:

- Potential monetary policy changes by the FED and the ECB
- Global trade between the US and china
- US Presidential Elections & Brexit

Panellists
Lothar Mentel, CIO, Tatton Investment Management
Lidia Treiber, CFA - Director - Research, WisdomTree Asset Management
Jon Jonsson, Senior Portfolio Manager - Global Fixed Income, Neuberger Berman

Moderated by Justin Simler, Independent Expert

Join Paul Tinkler, Insight Development Manager, 12 December at 11 am for an overview of the multi-asset investment market.

In this webinar, he will cover:
• Overview of the multi-asset investment market
• The ESG market – adviser and Defaqto perspective
• Liquidity – what can you do, as an adviser?
• Multi-asset funds – does risk equate to return

In this webinar, Head of Equities, Gervais Williams, will discuss the outcome of next week's General Election and what it means for the UK market.

Join Karen Ward, Chief Market Strategist for EMEA, as she considers what the result of the UK election may mean for both markets and investors in the coming months.

Join this webinar with Hans Stegeman, Head of Investment Analysis & Economics, and Joeri de Wilde, Investment Strategist, for a live discussion of our views on the economy and financial markets for 2020, moderated by Els Ankum-Griffioen. Accommodative monetary policies by central banks and fiscal stimulus by governments provide a false sense of security and fuel an unsustainable status quo of lower growth and inflated asset prices. In our economic outlook for 2020, we analyse this worrying cocktail. What we need, instead, and more urgently than ever, are targeted green monetary and fiscal policies to secure sustainable economic development.

Following the results of what many consider to be the most divisive general election in living history, RLAM’s Head of Multi Asset, Trevor Greetham and Senior Economist, Melanie Baker come together to discuss the result and their thoughts for what it could mean for markets, the economy and different asset classes.

Over the past decade, the Asian fixed income universe has benefited from significantly improved
economic fundamentals and has grown to become one of the largest regional bond markets in the
world, supported by institutional, regulatory and infrastructure reforms.

Neal Capecci, Portfolio Manager, Fixed Income, Pan-Asia Bonds, shares his views on how these
developments, alongside the manifold sources of growth and the region’s increasingly accommodative
monetary policy, have created a quality, liquid, standalone market, which offers attractive real yields
and diverse investment opportunities.

Finally as the year draws to a close, Neal will look ahead to 2020 and consider the prospects and
challenges the new year may bring.

As we approach the end of a decade, how should investors position portfolios in 2020?

In this webinar, we address investor's questions such as:
- Will continued low growth and inflation sustain the search for yield?
- Will geopolitical overhangs, both in trade as well as Brexit, stabilise
or fall apart?
- Are US politics about to upset the apple cart?
- What could surprise investors in 2020?

And cover topics including:
- Reflation 2020 – the big four signposts: global easing, global growth,
US-China trade & global earnings
- Looking to the past to guide the future. How the 1995, 1998 & 2016
cycles can provide guidance for 2020
- The consumer growth story – emerging markets and the digital
revolution
- The next billion shoppers - are internet and ecommerce sectors
insulated from the US-China Trade War?

Physical impact of climate change - how physical risks affect different assets.

We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

Learning Objectives:

• Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
• Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
• Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions

We would be delighted if you could join Gary Potter and Anthony Willis from the BMO Multi-Manager People on 7th January at 11am for the first of our 2020 quarterly webinars..

They will reflect on key stock and bond performance in 2019, as well as setting into context our BMO Multi Manager fund performance across both the Navigator and Lifestyle ranges. They will also peer into their crystal ball and highlight some of the key issues likely to influence the direction of asset class returns in 2020 as well as likely trends in the asset management industry.

After reflecting on 2019 we’ll cast our eyes towards 2020, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned to take advantage of opportunities in the coming year.

Join us for the annual Investment outlook from the team at Zurich Investments.

Join Portfolio Manager, Helen Bradshaw and Head of Investment Directors, Danny Knight in their quarterly income webinar. They’ll share insights on the portfolio construction and current holdings of the Quilter Investors Monthly Income portfolios and will discuss markets and opportunities for income investors.

An overview of the key drivers of portfolio performance, portfolio positioning and our global outlook.

Towards the SDGs: The Importance of Collaboration

This session will discuss changes to the Nacha Operating Rules that will enhance quality and improve risk management and the implementation phases.

The effective date is June 30, 2020 for Originators and Third-Parties with ACH volume greater than 6 million in 2019 and June 30, 2021 for Originators and Third-Parties with ACH volume greater than 2 million in 2020.

We will discuss potential impacts, compliance obligations, and the API standardization that is key to creating efficiency and interoperability in financial services. This includes the Afinis Interoperability Standards that unites diverse, global stakeholders to bring security and interoperability throughout the financial services industry.

We will also discuss the Nacha rules, implemented in September 2013, that allow us to identify and track healthcare payments via ACH and provide for the automatic re-association of healthcare payments with payment information.

Bangladesh, a country with 160+ million population and $300 billion GDP, is growing more than 8%, which is one of the highest growth in Asia. Although agriculture growth has slowed, but the country has witnessed tremendous growth in manufacturing and services in the fiscal year FY 2019. Domestic consumption continued to remain strong and the country has shown superior level of resilience amid global economic slowdown. The impending completion of large infrastructure projects could help sustain this growth, which would enable the country to become one of the most stable high growth countries in the World. However, financial sector vulnerability due to increasing non-performing loans is a serious concern. Other major risks like political uncertainties have subsided as the present government is consolidating its position in it's third consecutive terms.

This webinar will discuss how Bangladesh has been positioned as one of the most attractive destinations for investment. What the major prospects of doing business here are, and what the opportunities of investment in private and public equities are. The webinar will also discuss about the challenges of investments in both type of equities.

As major economies deal with trade and currency issues, how will this affect their smaller trading partners? This webinar will discuss the implications of these issues on emerging markets.