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.
Please join Lloyd Harris, manager of the Old Mutual Corporate Bond Fund, for a review of the fund over the last quarter. After an extended equities bull market, which some fear may have become long in the tooth, Lloyd will give his outlook for sterling corporate bonds. He will explain how he has positioned the fund with the aim of cushioning against volatility, and will review performance over the last quarter.
As always, Lloyd will be happy to take your questions.
Participant 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 - 55920
Harvest's Beijing based investment team will be addressing the following topics on this forthcoming investor webcast:
• Current trends
• Political situation
• Housing market (bubble?)
• Bank debt
• Macro overview
• How is this incorporated into the Harvest China A Shares Equity Fund?
Frances Gerhold, client portfolio manager of JPMorgan Global Growth & Income plc provides a bitesize update on the trust and its outlook for the remainder 2017. During the call, we will also discuss the trust's innovative distribution policy with the trust committing to pay a dividend of 4% each year.
Analyzing the Combined Effects of the Business Cycle and the Policy Agenda
The purpose of this BrightTALK webinar is to examine the two biggest issues facing investors in the remainder of 2017. While the analysis cannot escape some consideration of politics, it is not partisan. I am interested in policy effects on the market, not which leaders win or lose.
The biggest risk for the market is almost always a business cycle peak, the official definition of the start of a recession. What kind of notice will we have? What are the best indicators to watch?
Some historical data will provide background. I will review the strengths and weaknesses of some popular indicators.
Biggest Upside Chance
A market-friendly policy environment would provide a healthy foundation for stocks, with plenty of upside. This should include the following:
1. Resolution of the debt limit issue
2. Key government funding decisions
3. Tax reform
4. Infrastructure improvements
These need not be specific Trump Administration policies. Market-friendly probably requires bipartisan cooperation.
Measuring the result
Bot risks and rewards will be reflected in expected corporate earnings.
Psigma’s Head of Investment Strategy, Rory Mcpherson, will give an overview of some of the key themes in markets.
He will discuss the current environment and share some of Psigma’s thoughts on where they believe are the best opportunities to add value at this stage in the cycle. This will include a tour of asset classes as well as some of the favoured fund picks the team are employing.
George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the Emerging Market and Asia Pacific Equities Team in weekly macro calls, monthly asset allocation meetings and the output of 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.
Don't miss this opportunity to hear from our emerging market specialist and put forward your questions.
If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.
Emerging Market (EM) debt currently represents a compelling opportunity for investors within the fixed income universe. Strengthening economies in many EM countries, rising growth forecasts and attractive prices puts EM investing on a much firmer footing for future growth.
As emerging markets are a collection of very diverse economies, it follows that the impact of various risk scenarios will vary significantly from country to country. For investors considering EM exposure in their portfolio, doing so based on the quality of fundamentals is the intelligent choice.
Join our webinar as we examine:
- the latest emerging market trends
- why risk-mitigation should be central when assessing each emerging market
Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Join us for an update from James Britton, manager of the Global Real Estate Fund. On the webcast, James covers:
• Why we expect global real estate to remain an attractive asset class for investment
• How intensive asset management is driving fund performance
• The growing distribution yield of the fund and how currency hedging is stabilising returns
Panacea Adviser has teamed up with BrightTalk and Rathbones for a free webcast to support and educate Financial Advisers.
The webcast will provide a quarterly market overview of what happened the in the last quarter as well as a future forecast taking into account the most recent economic insights from Rathbones CIO Julian Chillingworth.
This fresh investment perspective will be of real value to you and your firm and not one to be missed!
The banking industry has been flipped on its head over the past few years with new challengers and technology coming in to make things quicker, easier, and safer.
In this forward-thinking discussion, the panel of experts will go over what's new, what's to come, and which new technologies have helped the banking world change for the better. This live panel discussion will be filmed and broadcasted live from SIBOS in Toronto.
Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q3 2017, the changes recently implemented to our strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.
- Overview of the key drivers of strategy performance over the third quarter of 2017.
- Summary of the new fund ideas incorporated into the strategies over the course of Q3, and the tactical changes made to the portfolios’ asset allocations.
- An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.
The global growth rate has been slowing for some time, with demographics and productivity levels suggesting that this is likely to continue. Generally speaking, this means that many companies will struggle to deliver profits growth, and investors need to work harder to find the success stories.
In this live webinar, Fund Manager James Hutton discusses:
· How phenomena like Brexit, recent natural disasters, and the North Korean tensions are effecting markets
· The outlook for valuations and returns in the current investment environment
· Long-term strategies that IFAs and Wealth Managers can adopt to benefit their clients
Join James Illsley, portfolio manager of the JPM UK Equity Core Fund, for an update on why he believes the ongoing cyclical pickup in global growth coupled with an attractive valuation continue to provide a supportive backdrop for UK equities and how rigorous control of active risk has helped deliver consistent outperformance through previous episodes of economic and political volatility.
With great power comes the need for greater security. New technology has, unfortunately, also resulted in an increase in new forms of financial fraud. Security companies and financial institutions have to work hand-in-hand to stay one step ahead of the game when battling it out with fraudsters.
Join this panel where luminaries in the field of security will discuss the biggest challenges facing the industry and how they are best detecting and preventing fraud.
Moderator: Denise Bedell, Executive Director, Content Innovo
Abeer Khedr, Head of Information Security at the National Bank of Egypt
Rob Douglas, Chairman and CEO at Bioconnect
Marlène Meli, Head of Compliance Practice at Temenos
Robin Oldham, Head of Security Consulting Practice, BAE Systems Applied Intelligence
Financial Institutions are often drowning in massive piles of data. Unlocking the value within this data and using it to create actionable insights has always been a challenge.
Watch this live panel discussion where data and analytics experts will do a deep-dive into the role analytics has played in regulation, security, and improving the customer experience for financial organisations.
This session will be filmed and broadcasted live from SIBOS in Toronto.
During the call, Roger will discuss our Global Absolute Return Strategies covering key themes within the portfolio and a summary of our current positions and outlook. You'll also have the opportunity to ask Roger questions during the webcast.
+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
1 877 406 7969 - USA Toll Free
Gli asset dei mercati emergenti, quest’anno, superano quelli dei mercati sviluppati per la gioia degli investitori esposti a questo universo. Le buone performance dell’asset class nel suo complesso riflettono un miglioramento dei fondamentali economici, soprattutto in termini di bilancia commerciale e partite correnti, indicatori di produzione e crescita del PIL, con un ulteriore sostegno fornito da una bassa inflazione.
Tuttavia, pur avendo gli indicatori economici puntati verso la giusta direzione, questo non garantisce che il trend di mercato non sfumi nel nulla. Quanto sono saldamente radicati i driver dietro questo miglioramento? Quali rischi che potrebbero emergere una volta che questo ottimissmo sarà completamente scontato dal mercato? Come catturare la crescita riducendo al tempo stesso il potenziale di rischio di flessione del portafoglio?
Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
During the call, Roger will discuss our Global Absolute Return Strategies covering key themes within the portfolio and a summary of our current portfolio positions and outlook. You'll also have the opportunity to ask Roger questions during the webcast.
+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
1 877 406 7969 - USA Toll Free
Access PIN: 9975890#
Join Paul O’Connor, Head of the UK based Multi-Asset Team, and Dean Cheeseman, Portfolio Manager, to hear their latest views on the macroeconomy. They will also reveal what they see as the key investment risks and opportunities from a cross-asset perspective and how these views are reflected on the funds across the desk.
Please join Colin Morton, Manager of the Franklin UK Equity Income Fund, who will explain how a sustainable and growing income can be delivered from a portfolio of mainly large-cap UK equities, while taking less risk than the benchmark. Based on his team’s latest research, Colin will talk about the UK market and the holdings that he believes will offer attractive, endurable yields in the coming months.
As a contrarian investor, Alex Wright focuses on unloved companies whose improving growth prospects are overlooked by other investors. UK Banks are widely seen as one of the riskiest sectors in the market. Yet - consistent with Alex’s approach - it’s a view that he fundamentally disagrees with. In a live webcast, Alex explains where he is finding interesting value opportunities in today’s market and reveals which stocks and sectors he believes are best placed to deliver attractive long term returns.
Investor obligations do not end at the point where investment decisions are made. We use in-depth engagement dialogue to encourage investee companies to improve performance and move towards best practice in the management of ESG issues. Matthias Beer, Associate Director in BMO Global Asset Management’s Governance and Sustainable Investment Team will explain how active engagement forms part of a comprehensive responsible investment strategy and will show case studies illustrating its potential and limitations.
Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove third-quarter performance, the investment team's outlook, and current portfolio positioning.
In this one-hour presentation, David Siegel will walk through token design space and explain token business models. David is the author of The Token Handbook, the most comprehensive resource on tokens to date.
David will present his token taxonomy and discuss what's happening in the world of ICOs and tokens today. And he'll answer your questions about your token project and ICO. Join us to learn about the exploding world of blockchain tokens!
Gobal Emerging Market (GEM) equities are up almost 40% since the start of 2016 to end September. Improving investor sentiment has led to huge inflows into the asset class over this period.
However, if we look behind a façade of blanket optimism for GEM equities, we uncover trends that reflect huge distortions across GEM equities. Differentiated from our peers, we take advantage of the anomalies and seek out excellent valuation opportunities for long-term outperformance.
Is it possible to generate financial returns at the same time as investing to support positive environmental and social outcomes?
Amanda Young will explore impact investing, and how the UN Sustainable Development Goals help measure impact. Sarah Norris, Portfolio Manager of the Global Equity Impact Fund will give a brief overview of the proposition.
On 31 October at 15.00 GMT Glen Finegan and Ian Tabberer, Head of and Investment Manager on the Edinburgh-based Global Emerging Market Equities Team, will discuss their distinctive bottom-up approach to the asset class.
Join Ross Teverson, manager of the Jupiter Global Emerging Markets Fund as he provides his views on emerging markets, explains how he identifies compelling businesses with attractive valuations and looks for underappreciated change.
Ross joined Jupiter in 2014 and is currently Head of Strategy, Emerging Markets. He manages the Jupiter Global Emerging Markets Fund and the Jupiter China Fund (Unit Trusts) as well as the Jupiter Global Emerging Markets Equity Unconstrained fund and the Jupiter China Select fund (SICAVs). He also manages, alongside Charles Sunnucks, the Jupiter Emerging & Frontier Income Trust PLC.
Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business.
Ross is a graduate of Oxford University and is a CFA® charterholder.
FOR PROFESSIONAL CLIENTS ONLY.
In the first of this 2 part series, managers from BNY Mellon's specialist investment boutiques explore opportunities in Emerging Markets. In this session Federico Garcia Zamora from Standish, Naomi Waistell from Newton and Colm McDonagh from Insight investment come together to discuss. Hosted by Cherry Reynard
Participez à notre prochaine conférence en ligne avec Didier Saint-Georges, Managing Director et Membre du Comité d’Investissement, qui présentera notre vision des marchés et résumera notre stratégie d’investissement globale.
Join our upcoming webinar with Didier Saint-Georges, Managing Director and Member of the Investment Committee, who will present our investment views and provide a summary of our current global investment strategy.
Although it is typically discussed in reference to managing client behavior, behavioral finance can also inform the way that we manage money and construct portfolios. By understanding the most common behavioral errors, we can begin to design investment processes that are robust to these errors. They are:
Ego - the human tendency toward overconfidence
Attention - our conflation of the lurid with the probable
Emotion - our proneness to let affect drive risk perception
Conservation - our asymmetric preferences for the status quo and gains relative to change and loss