UK Financial Advisers

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.

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.

Overall market volatility has picked up, and high-flying stocks have taken a beating. Is the market signaling a deteriorating investing outlook?

Sonja Uys, Insight Investment on five questions to ask your fund manager when comparing funds.

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

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Simon Somerville presents an audio update for the Jupiter Japan Income Fund.

Todd Thomson explains how advisory firms can successfully market their brands around their competitive advantages and specialties.

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

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?

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

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.

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?

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

David Canter describes the importance of making your practice management initiatives digestible and actionable.

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.

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.

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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

Fund Manager Matthew Vaight will present on the M&G Global Emerging Markets Fund

Fixed Income Investment Managers Phil Milburn and Claire McGuckin discuss the Kames High Yield Bond Fund.

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.

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.

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. 

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?