Standard Life Investments Webcasts

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Regular webcasts for UK intermediaries

Standard Life Investments UK intermediary channel

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A Style-Agnostic approach to Global Equity Income Kevin Troup Investors are increasingly preoccupied by looming interest policy changes in the US and UK, concerned about the impact on higher-yielding assets. Kevin and the team feel it is right to be wary of mature large-cap stocks with lower-growth businesses and little-to-no earnings and dividend growth. These ‘bond proxies’, typically boasting high absolute dividend yields but minimal dividend growth, are likely to come under pressure when interest rates eventually rise. They believe that faster-growth companies with the earnings and cashflow generation to implement material dividend increases year after year should continue to outperform. Rather than target a narrower subset of the market, Kevin’s style-agnostic approach means he is not restricted to those areas of the market that may be influenced by such macroeconomic drivers and events.

Hear from Kevin Troup, manager of the Standard Life Investments Global Equity Income Fund, as he discusses why he feels his portfolio construction and effective use of a large and collaborative research resource, leave him well placed to continue to generated alpha for clients.

UK Toll Free: 0808 109 0700
Password: 42067
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Aug 25 2015
34 mins
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  • Investors are increasingly preoccupied by looming interest policy changes in the US and UK, concerned about the impact on higher-yielding assets. Kevin and the team feel it is right to be wary of mature large-cap stocks with lower-growth businesses and little-to-no earnings and dividend growth. These ‘bond proxies’, typically boasting high absolute dividend yields but minimal dividend growth, are likely to come under pressure when interest rates eventually rise. They believe that faster-growth companies with the earnings and cashflow generation to implement material dividend increases year after year should continue to outperform. Rather than target a narrower subset of the market, Kevin’s style-agnostic approach means he is not restricted to those areas of the market that may be influenced by such macroeconomic drivers and events.

    Hear from Kevin Troup, manager of the Standard Life Investments Global Equity Income Fund, as he discusses why he feels his portfolio construction and effective use of a large and collaborative research resource, leave him well placed to continue to generated alpha for clients.

    UK Toll Free: 0808 109 0700
    Password: 42067
  • The Standard Life Investments' Strategic Bond Fund invests across the broad fixed income spectrum with the aim of delivering investors attractive risk-adjusted returns throughout the economic cycle. Our experienced team takes active allocation decisions, moving between different types of bond, to maximise the investment opportunity.

    Join us to hear members of the Strategic Bond team discuss developments in global fixed income markets so far in 2015 and how they have impacted the portfolio. With interest rate increases on the horizon in both the UK and US, the team will provide an update on our current outlook and some of the opportunities that we are currently exploiting within the portfolio.

    UK Toll Free: 0808 109 0700
    Password: 41913
  • Managers of the Strategic Bond Fund provide a brief update on their current thoughts about fixed income markets and consequent portfolio positioning.

    In this latest session, David Ennett and Mark Munro, managers of the Strategic Bond Fund, look at how fixed income markets have reacted to events in Greece and China, and how the portfolio has performed during this summer of heightened volatility. They also consider how these events, and developments in commodity and currency markets, are influencing inflation and interest rate expectations.
  • Week by week, headline indices are finding it increasingly difficult to make progress. Macroeconomic factors and regulatory pressures continue to weigh heavily on a variety of industries. As a result, Thomas believes many traditional high-yield names and associated ‘bond-proxy’ stocks exhibit growing downside risk for income investors. Despite these concerns, our 13-strong UK equity team and five-strong Smaller Companies team continue to unearth opportunities with robust fundamentals and strong prospects for dividend growth.

    Hear directly from Thomas, manager of the Standard Life Investments UK Equity Income Unconstrained Fund, as he discusses side-stepping firms with dividends under pressure and the diversification benefits that arise from a carefully constructed, high conviction approach to income.
  • Alix Chossan, Responsible Investment Analyst, and Alison Kennedy, Governance & Stewardship Director, will discuss our quarterly environmental, social and governance activity.

    If you do not have the facilities to listen online, please use the details below:

    Standard International Access - +44 (0) 20 3003 2666
    UK Toll Free - 0808 109 0700
    USA Toll Free - 1 866 966 5335

    Passcode: 41231
  • During the call we will discuss our Global Absolute Return Strategy. Covering key themes within the portfolio and a summary of our current portfolio positions and outlook

    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:40720
  • During the call we will discuss our Global Absolute Return Strategy. Covering key themes within the portfolio and a summary of our current portfolio positions and outlook

    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: 40719
  • Please join us for the quarterly update with the fund managers of the Absolute Return Global Bond Strategies portfolio. During the webcast we’ll provide you with updates on the portfolio’s performance and its drivers as well as our market views and the portfolio’s positioning. You’ll also have the opportunity to ask questions to the fund managers during the webcast.
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password - 40544
  • Standard Life Investments is delighted to announce Wes McCoy’s appointment as manager of the UK Equity Unconstrained Fund.

    Please join Wes as he opens the floor to questions and outlines his thoughts on delivering highly attractive risk-adjusted returns for investors in the Unconstrained space.

    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: 41046
  • Managers of the Strategic Bond Fund provide a brief update on their current thoughts about fixed income markets and consequent portfolio positioning.

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