This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.
Please join James Elliot (Chief Investment Officer for Multi-Asset Solutions International) and Shrenick Shah—portfolio managers for the Global Macro strategy—as they provide an update on the macro environment, and the positioning and performance for the strategy’s flagship fund, Global Macro Opportunities Fund.
The fund aims to deliver positive returns over the medium term by capitalising on trends and changes in the global macro environment. Using a research-driven approach, the fund leverages the expertise of an experienced team of portfolio managers and strategists, whose macro views are reflected across a set of traditional and sophisticated strategies.
Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund
Ben Russon manager of the Franklin UK Opportunities Fund and co-manager of the Franklin UK Managers’ Focus Fund will outline the Franklin UK Equity Team’s outlook for 2017. Ben will touch on their experiences and learning from 2016 and outline where they see the biggest opportunities and risks for 2017. At a portfolio level, Ben will also cover how the team expect to position their portfolios in a market dominated by low rates, high valuations and sterling weakness.
Carlos Hardenberg, lead manager of the £2bn Templeton Emerging Markets Investment Trust (TEMIT), will provide an update on emerging markets and how the portfolio is positioned to take advantage of opportunities the team has identified.
It appeared that the environment for emerging market debt was improving as many developing countries have brought inflation under control, have seen an improvement in their competitiveness and have scope to reduce interest rates. But the election of Donald Trump has raised the spectre of US protectionism and resulted in rising Treasury yields. Alan Cauberghs, Investment Director, explores whether the outlook for emerging market debt has changed materially and if the asset class can still generate attractive returns in the revised political climate
Dr. Eric Ben-Artzi, former Deutsche Bank Risk Officer, and Dana Gold, Esq., Senior Fellow at the Government Accountability Project ("GAP") discuss Dr. Ben-Artzi's remarkable whistleblower effort to expose improper accounting practices at Deutsche Bank, as well as GAP's ground-breaking advocacy efforts on behalf of whistleblowers and to advance corporate and regulatory reform.
A week after the U.S. Election, our CIOs have now had time to assimilate the results of the election and thoughtfully consider the investment implications of President-elect Trump, a republican house and republican Senate.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This quarter will focus around:
-U.S. Election: volatility & performance
-Real factor exposure: is it about sectors?
-Factor valuations and forecasts
-Up next: measuring monetary policy error
Whether it’s referred to as smart beta, factor-tilts, systematic alpha, or Northern Trust Asset Management's own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors globally.
The second of our Factor-based Investing series will see us taking a fresh look at how Asian investors can enhance portfolio construction by a more efficient and intentional sourcing of excess returns. Our first webcast addressed “why factors”, this time we'll focus on the practical “how".
Because bonds are a natural hedge of other asset classes such as equities but it means that you MUST favour high-quality bonds only, with good liquidity and without high correlation to equities in order to deliver positive performance when stock markets are in negative territory.
2. What are the asset classes that should be favoured?
In EUR, we favour APP (Asset Purchase Program) bonds (Govies + PSPP + CSPP), i.e. bonds bought by the ECB (EUR 80 billion/month) and in USD, we stay overweight long US Treasuries (both 30y nominal bonds and TIPS which are inflation-linked). In USD, we also favour high quality emerging bonds (but high quality only). We avoid any kind of bonds which eventually behave like equities in bear markets (high yield, deeply subordinated bank debt).
Please join James Elliot (Chief Investment Officer for Multi-Asset Solutions International) and Shrenick Shah, Portfolio Managers for the Global Macro Opportunities Fund, and Mark Richards, Global Strategist in the Global Multi-Asset Strategy Team for an update on the macro environment, our positioning and performance.
The Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that aims to deliver positive returns in different market environments. The fund capitalises on the expertise of an experienced team of investors, who reflect their macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.
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.
Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund
This webinar will provide investors with a framework for understanding true factor exposure and, how to approach portfolio construction differently to capture the intended exposures necessary to achieve your objectives.
Key topics include:
• The importance of execution – critical characteristics every asset owner should be aware of
• A new way to measure factor efficiency – determining your true factor exposure
• Portfolio construction 2.0 – looking at your portfolio through a different lens
• Case studies – practical applications from leading institutional investors
The US Presidential and Congressional elections always capture the world’s attention because of their potential to have a significant impact on the US and global economy.
We are delighted to invite you to join our US Election Results webcast on Wednesday 9th November, when several of our experts will discuss the results and implications for investors across different asset classes.
If you do not have the facilities to listen online (headphones / speakers) please use the details below:
UK Toll Free: 0800 368 0707
Standard International: +44 (0) 20 3059 2627
USA Toll Free: 1 877 406 7969
This 30-minute webcast will dissect the outcome of the previous day’s historic US presidential election and provide clarity and likely consequences of the outcome.
Topics to be discussed include:
- Our thoughts on the incoming president’s economic agenda and surprises from election day.
- How do we expect policy issues such as trade and immigration to be effected?
- Will the outcome trigger volatility?
- How do we expect stock prices and bond yields to move as a result of the election?
- What possible implications do we see for particular sectors?
Stephanie Flanders, Chief Market Strategist for UK & Europe, is joined by our Chief Global Strategist in New York, Dr. David Kelly, to discuss the US election results and the implications for investors and global markets.
If you prefer to listen the live event over the telephone please use the appropriate dial in details from the numbers below.
Global family offices and high net worth individuals have over US$50 trillion in assets to deploy. By 2025, this asset volume is expected to surpass US$100 trillion. This group represents a powerful force for good in the financing of climate solutions and the transition of the financial system towards low-carbon investments, across all asset classes. This webinar will explore low-carbon investment strategies for private investors in the context of a market transition away from fossil fuels and the economy-wide decarbonisation targets reaffirmed in Marrakech.
Leading private wealth advisors are increasingly being asked to measure the impact of their strategies on climate targets, and to incorporate climate value creation metrics into their investment decision-making.
In this ET Index Research webinar industry experts will explain:
• Why leading wealth advisors are adjusting their strategies across asset classes to capture the upside of a market-led transition to zero carbon energy systems
• How family office investors and their advisors can protect their portfolios through the low carbon transition and use strategic capital deployment to accelerate an economy-wide transition.
• What impact private wealth investment decisions mean for the future of climate change policy action and the market-based transition away from fossil fuels.
James Cameron, Co-Chair, ET Index; Founding Partner, SystemiQ; Chairman, Overseas Development Institute
Sir Ed Davey, Chairnan, Mongoose Energy
Richard Azarnia, Fluktuat family office
Carl Tishler, Direct Investor, former CIO, Infraventus Group
Please join us for a discussion of current market themes and cross-asset class investment implications. Geraldine Sundstrom and Dan Phillipson will discuss market dynamics and where investment opportunities remain amidst uncertain markets.
Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.