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.
Andrea Nardon, Head of Quant, takes a look at supervised machine learning. In this 20 minute video he illustrates what neural networks are, how they work, and whether it is possible to use one to predict the future return of a stock.
La presentazione illustrerà il punto di vista di Charles Zerah, gestore obbligazionario, in termini di rischi e opportunità nell'universo obbligazionario. Nel contesto delle sfide affrontate dalle asset class, vale a dire una maggiore volatilità, minore liquidità e incertezza politica, la conferenza web fornirà uno sguardo sulla sua filosofia di investimento unica, che include un approccio flessibile e non vincolato.
La sua partecipazione al webinar sarà particolarmente gradita.
Enterprise blockchain has been touted as the "next big thing" for blockchain. However, implementing a new and often complex technology into a larger organisation has a number of obstacles that stand in the way of successful adoption and implementation.
Join this session where a panel of experts will discuss:
-The main challenges with implementation and how to overcome them
-Moving from POC to pilot
-Tackling security concerns
-Private, public, and hybrid blockchains
The rise of smartphones has given consumers globally unprecedented access and choice when it comes to shopping. Digital-native millennials are also reaching their peak spending years, while older, wealthier generations are also increasingly connected and comfortable shopping online.
In light of these trends, traditional businesses are reaching a crunch point where they must adapt to the digital age or be disrupted by more digitally-savvy firms. Retailers are rapidly adapting to the needs of these connected consumers to make shopping quicker, easier and more personalised. We believe this represents a significant structural opportunity for investors seeking long-term growth.
Against this backdrop, the AXA Framlington Digital Economy strategy seeks to invest in global growth companies that contribute to the overall value chain of the digital economy, across the discovery, decision-making and delivery of goods and services. The strategy will also invest in companies which act as ‘enablers’ for traditional businesses looking to transition to the digital economy.
Join Jeremy Gleeson, Portfolio Manager, AXA Investment Managers on September, 20, 2018 to uncover the investment opportunities of the digital economy.
Please join Fund Manager, Carl Stick on Wednesday 19th September at 11am for our live webcast.
Carl will review performance of the Rathbone Income Fund in 2018. He will also discuss the strategy and positioning of the fund looking ahead and consider where opportunities for long term performance may be found in the current landscape.
Some European smaller companies are delivering value, quality and consistent returns despite challenges that include trade tensions, weak commodity prices and Italian political drama. Join Ian Ormiston, manager of the Old Mutual Europe (ex-UK) Smaller Companies Fund, on this webcast as he gives an update on the fund positioning, including the outperformers and underperformers, and the macroeconomic ups and downs in the region.
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
Fund manager, Craig Yeaman shares the latest views from our UK equity team, commenting on the UK equity market and updating on his investment approach and any current themes that are affecting our UK Opportunities Fund.
With all the noise in the US markets dominated by the big 5 FAANG stocks; what is happening in the rest of the market and how is the rest of the US economy performing? The FAANG stocks have become significant weightings in the US indices and been a big driver of the positive returns posted this year to date. However there is life elsewhere in the US.
David Coombs, Head of Multi-Asset at Rathbones will highlight the other areas that are seeing good growth that are below the radar; also covering how he is positioning his Multi-Asset funds to maximise these growth areas.
You can put your questions to David in advance or during the call using the ‘questions’ tab at the top of the video screen.
Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment theme shifting the global asset allocation, risk and return landscape over the next five years.
Neville White, Head of SRI Policy & Research at EdenTree, talks about our latest Amity Insight: Hungry Planet Revisited.
A sister publication to our previous Amity Insight: Thirsty Planet Revisited, Hungry Planet explores the risks, challenges and opportunities related to the global food supply chain and a rising population. As well as examining these issues, we will look at the investment value chain via five 'investible themes'.
In this webinar, Fred Liebenberg, Head of Fund Specialists at Old Mutual Wealth, looks into five conundrums that confront most advisers and investors when deciding whether, and, if so, how much, to invest offshore.
This will be followed by a brief Q & A session
For the best part of a decade, delivering income has been a battle. Low interest rates and bond yields have pushed investors to take greater risks to achieve high income. As US interest rates rise and bond yields spike higher, has the landscape changed? With cash potentially delivering an income in real terms, are we back to a more normal environment of bonds for income and equity for growth? What does this mean for portfolio positioning today?
Marguerita M. Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jamie Hopkins, Director of the New York Life Center for Retirement Income
Tom Hegna, Economist, Author and Retirement Planning Expert
James Thomson, manager of the Rathbone Global Opportunities fund will discuss the drivers of top quartile performance in 2018* including the zero exposure to emerging markets, declining UK and overweight US, tech and defensive growth. He will also address the vulnerabilities of his strategy and highest conviction themes.
*Source: Data Source: Financial Express as at 31/07/2018
This Webinar will bring experts together to discuss income at retirement investment strategies.
We should hear about the challenges to generate income in a consistent and substantial manner in all asset classes, Fixed Income, Equity Income products as well as multi asset income products, which are becoming increasingly popular with savers and investors.
We will also discuss solutions driven products that are being offered to savers and investors at retirement age, including draw down solutions to complement retirement income.
Finally, we will address how distributors and advisors are helping their clients before retirement and once they are retired in meeting their financial needs.
George Lagarias, Senior Economist, Mazars
Adrian Lowcock, Head of Personal Investing, Willis Owen
Toby Nangle, Global Co-Head of Asset Allocation & Head of Multi-Asset, EMEA, Columbia Threadneedle
Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.
The Global Macro investment strategy seeks to capitalise on the major global themes driving asset class returns. High conviction macro views are reflected in a focused portfolio of long and short positions across equity, fixed income and currency, with the flexibility to adjust exposures in a risk-aware manner as the macro and markets evolve.
Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.
If you are dialling in please use the details below with the pin: 61429#
Generating income of base rates plus 4.5% is not a simple task but it can be done with a multi-asset absolute return approach. It can also be done by avoiding taking unnecessary risks in traditional asset classes, which Fulcrum believes are likely to face a challenging return phase over the medium term.
In this session;
* We address the current income dilemma – how to generate income without taking too much risk
* We highlight the potentially low returns from traditional assets
* We suggest alternative solutions
* We provide the Fulcrum Income Solution
Join this session to learn how to achieve consistent income, low sensitivity to equities AND bonds as well as long-term capital preservation
About the presenter - Graham Neilson, Investment Director
Graham has been with Fulcrum as an Investment Director since summer 2017. Before that he was the Chief Investment Strategist at Cairn Capital for seven years. Between 2004 and 2010 he worked at Credaris Portfolio Management where he was a Partner and Portfolio Manager. He has also worked at ABN Amro, HVB, Bear Stearns, BNP Paribas and Asia Equity where he started his career in Hong Kong in 1993. Graham has a MA in Economics from University of St Andrew’s.
Markets entered 2018 with double-digit equity returns, strong momentum and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 will continue into 2018.
However, markets have been more uncertain year-to-date with recent volatility suggesting that change is in the wind for investors. Central banks globally are moving away from emergency levels of easing, and large fiscal stimulus in the U.S. in the late stages of the business cycle could have unintended consequences. And, of course, valuations matter.
So how do you approach the asset allocation conundrum when investing late in the cycle? Join us on the 13th to find out.
Most of us have heard about crypto “currencies”, ICOs and the tremendous volatility and risks involved. Is there any rationality in this space? Is there any room for a more traditional investor – or is investing in crypto anything but a crap shoot?
The fact of the matter is that there is already quite a broad range of investments available in the crypto space, many of which carry far less risk and a far higher level of security than one might believe from general media reporting on the crypto sector.
This session will briefly touch on all of the major categories of investments in the crypto space and then focus on the various fixed-income and pseudo-fixed-income investments which already exist. It will conclude with a brief look at where the sector is going – which we know with relative certainty because the “fiat” space (the traditional financial sector) has already been there…
Timothy is the founder and the primary Principal of Crypto Asset Management, LP ("CAM"). Prior to founding CAM, Mr. Enneking was the founder and investment manager for the Crypto Currency Fund (“CCF”), one of the world's first private funds focused on cryptocurrencies.
Prior to operating CCF, Mr. Enneking founded and managed Tera Capital Fund, a fund of funds focused on Eastern Europe (established in 2004). Simultaneously, in 2013, he was engaged to manage the world’s first Bitcoin fund.
Mr. Enneking also has extensive M&A experience, having completed more than 70 transactions with an aggregate transaction value of over US$12 billion. He speaks near-native French and Russian, as well as German. He has five university degrees, all in international business and law.
Fixed income investors globally face a huge challenge defending returns against rising rates and resurgent volatility. Central banks are on the path to policy normalisation and in all likelihood the low yields of this cycle are now behind us, while bond market volatility has returned with a vengeance in 2018 as markets struggle to navigate an increasingly unpredictable geopolitical climate.
In this webinar, TwentyFour Asset Management partner and portfolio manager Chris Bowie shows that even within the fixed rate investment grade bond market, there is a mix of assets that can offer protection against these challenging conditions without giving up the potential for absolute returns.
Taking inspiration from best-in-class marketing departments working across both the Technology and Financial Services organizations, this presentation looks at the situation, strengths, differences and challenges of each sector. Whilst vastly different sectors, all too often both can be too inwardly-industry-focused and in fact both have much to learn from each other.
This session will provide examples of best-in-each-sector and will provide actionable ideas to take back to the business; to further enrich your roles and the robustness of your own marketing strategy.
This session will cover:
-Picking the CRM and marketing automation stack that's right for you
-Organizing and managing data structures and flows across systems
-Setting up campaigns for success and scale
-Attributing pipeline, bookings and revenue to campaigns
By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.
Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:
• Understanding the needs of the millennial worker
• The key steps to providing the right technology within your digital transformation programme
• Why mobility and flexible working is the key to hiring and retaining a millennial workforce
• Demonstrating the proven link between mobility and productivity
This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
The world around us is being reshaped by technology as innovative companies disrupt traditional business models and transform the way that individuals lead their lives. In this webcast, Richard Clode, portfolio manager in the Janus Henderson Global Technology Team, will cover:
• The acceleration and growing breadth of technology disruption
• Navigating the hype cycle to reduce volatility in technology investing
• The importance of valuation discipline
• Performance update and outlook
Emerging market equities remain an attractive area to find growth. While liquidity and FX remain powerful drivers of EM asset prices, for those with a longer-term view, we think the fundamentals are strong and there remains compelling alpha to be had across region, sector, and market cap. So where are we seeing value?
Join Dr Michael O’Brien and Derek Power from Schroders QEP team as they look at the secular changes that are transforming this dynamic and diverse asset class -- and where they see opportunities.
In this webinar, Hugh Grieves, fund manager on the LF Miton US Opportunities Fund, sets out his views on the longest post-war expansion in modern times whilst also discussing his outlook for US markets.
Trevor Greetham, Head of Multi asset will present his latest quarterly update, sharing his current views and the latest time on the Investment Clock model that helps to guide asset allocation within our Royal London Global Multi Asset Portolios (GMAPs).
With Europe's largest Exchange Traded Funds event coming up in just a few weeks, we've gathered some of the elite speakers who will be taking the stage to debate the hottest ETF topics, trends and the biggest opportunities and challenges for sophisticated investors in passive investing.
* ETF trends and strategies
* Leveraging smart beta
* Active vs passive investing
What will they be talking about at the Royal Lancaster, London on the 1-2 of October 2018, what do they want to hear about, what are they looking forward to?
Derek Fulton, Chief Executive Officer, First Trust Global Portfolios
Frank Potaczek, Head of UK Proposition at Axa Architas
Paul Boston, Director of Sales, Novia Financial
In this webinar, Pieter Hundersmarck, fund manager of the Old Mutual Titan Global Equity Fund, looks into the opportunities presented by corporate disruption and why South Africans who keep their savings at home will miss out on the greater opportunity set offered by the global universe.
Rather than de-globalising, we believe the world has entered a new era defined by intangible flows of data and information, based on powerful new digital infrastructure. This is not purely driven by large, western multinational companies, but also allowing small and medium-sized enterprises from emerging markets which are ‘born global’ and to become micro multinationals from day one. Join us as Steve discusses some of the major implications of this convergence between globalisation and digitisation, and how this is creating truly global markets and changing the economics of doing business. He will go on to explain how companies with innovative business models and disruptive technologies are altering the landscape and how they are well suited to adapt and survive in the current environment of escalating trade tensions.
Join this live panel discussion with experts at Inside ETFs Europe for up-to-date trends & strategies on what's driving maximum distribution.
Knowing the most ideal market for a specific ETF can be tough with hundreds of ETFs already on the market. Tune into this interactive Q&A session with world renowned ETF leaders while they discuss the following:
- discover who is most effective in their distribution, and how they do it
- Understand how to build your ETF for optimal market reception
- hear which attributes are most attractive to various market segments
This live panel will be streamed directly from Inside ETFs Europe in Europe! Join us for live Q&A from the comfort of your desk.
Heather Hopkins, Managing Director, NextWealth
We are delighted to invite you to join our forthcoming webcast at which our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views whilst considering the Outlook for the next quarter. There will be an opportunity to pose your questions directly to Andrew at the end of his presentation.
Audience dial in numbers:
+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 this live panel discussion with experts at Inside ETFs Europe for up-to-date trends on what's disrupting the market and how to take your business to the next level.
Institutional Investors all have strict investment guidelines. Tune into this interactive Q&A session with world-renowned ETF leaders while they discuss the following:
* How can you filter to make sure you have the right choice?
* What data sources are used by the most impactful teams?
* What investment opportunities are out there you should know about?
This live panel will be streamed directly from Inside ETFs Europe in Europe! Join us for live Q&A from the comfort of your desk.
Henry Cobbe, Head of Research, Elston Consulting
Andre Havas, Senior Partner, CIMalgo AB
Henry Lowson, Senior Fund Manager will present our latest webinar update. Henry oversees our mid-cap strategies and will be drawing on his specialist knowledge to provide listeners with an update on this area of the market.
Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Fund, believes expert insight is required when investing in health care – a highly complex, dynamic growth sector. In this webcast, Ethan will discuss:
•The case for long-term investment in the health care sector
•Why an active approach is crucial
•The key strengths of the Global Life Sciences Team
•The investment process, fund performance and current fund positioning
As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
With Schroders' upcoming Quarterly Fixed Income Investment Forum coming up in a few weeks, David will use this webinar as a forum to discuss several ongoing investor debates, including the state of the USD, and Inflation. He will also offer a research analyst's perspective on another current debate sparked by recent tweets - quarterly reporting.
As technology has progressed, having the right systems & infrastructure has gone from an afterthought to a strategic advantage. Hiring right team has also become a critical skill, as a fast-paced marketplace requires lean and agile teams to work together seamlessly, and low retention can hinder business over the long run.
In this session, our panel of experts will discuss key operational and industry outlook themes in the Family Office space including;
* Optimising team structures, and succession
* Insourcing vs. Outsourcing
* Tech as a strategic advantage
* New Business Models
You’ll leave these webinars with direct knowledge of what your industry peers are doing to ensure success in their organizations from a hiring, tech, operation and process standpoint, and know how to make the first step towards integrating them into your business.
Ewan McAlpine presents our regular six-monthly update on fixed income markets, sharing current themes he has seen within the market and providing his outlook for the full spectrum of fixed income assets.