Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.
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?
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.
Last week, emerging market equities actually outperformed their developed counterparts in a change to a familiar trend. What were the catalysts behind this change -- and is this the start of a sustainable uptrend?
As economic growth accelerates and interest in UK equities mounts, how should investors exploit the recovery?
In a special webcast, two of the sector’s most respected managers will talk about the opportunities they are finding in the UK and answer your questions about their funds. Join Tim Steer (manager of the Artemis UK Growth Fund) and Derek Stuart (Artemis UK Special Situations Fund)
Dial In Number: +44 (0) 20 3003 2666
With the US economy set to bounce back after weather-induced weakness, the Investment Clock remains in equity-friendly Recovery. Trevor Greetham and Eugene Philalithis discuss what this means for growth and income assets in Q2.
The Fidelity Special Situations Fund has followed a successful contrarian stock picking approach for more than 30 years – first under Anthony Bolton and then under Sanjeev Shah. Citywire AA-rated investor Alex Wright keeps this tradition alive today. Find out the traits he looks for in a special situation and where he is finding unloved companies in today’s market.
Gold is shining again, oil is rising and agricultural prices are blooming. Chief Investment Officer, Bob Browne, asks "What's driving this, and how do investors reconcile higher commodity prices with economic growth and inflation data?"
In the current low-rate environment, investors have turned to credit portfolios to boost paltry yields. However, new research reveals they are often not properly compensated for the risk they have taken on. A new smart beta strategy index weights a company’s debt according to fundamental measures of a company’s debt service capacity. The result is a smart beta solution offering a better quality portfolio, lower volatility, and improved Sharpe ratios. In this webinar, Dr. Shane Shepherd will explain how investors can obtain the benefits of an active bond portfolio with a transparent and rules-based strategy that offers downside protection and has low implementation costs.
Available capital for investment in 2014 has reached a new record. In this webcast we will explore in more detail how much capital is available, the geographies and property types this capital is targeting. We will also examine fund types and target investment styles and contrast with our near term views on market pricing.
John Ventre presents key ideas behind the Old Mutual Foundation Funds. The funds use Old Mutual Global Investors' world-leading managers to provide a cost-effective, long-term solution for clients requiring capital growth.
Investing for income. What are the likely outcomes of investing for income in bonds or in equities? Leo Schulz talks to Christine Johnson, manager of the Old Mutual Monthly Income Bond Fund, and Stephen Message, manager of the Old Mutual UK Equity Income Fund.
Portfolio Manager Ayesha Akbar discusses the drivers behind recent events in the emerging market region. In this video interview, Ayesha explains why now is a good time to get back into emerging markets in spite of the recent falls and periods of underperformance.
In this webcast we will provide an update on commercial real estate investment activity in Europe during the first quarter. We will consider recent trends and the current driving forces in the market including more depth analysis of cross border flows. Finally, we will wrap up with providing new term outlook for European investment activity.
Raymond Ma recently completed three years as the portfolio manager of the FF China Consumer Fund. Since inception on 23 February 2011, the fund outperformed the MSCI China Index by a significant margin (33.6% vs. 1.8% as of 31 March 2014). In this webcast, Raymond will discuss on what contributed to the fund’s consistent outperformance since launch, his stock bets as well as his strong conviction in “New China” plays. He will also share the latest portfolio positioning in this webcast.
•Smart beta trends:
oWhere is the smart money going?
oWhat is driving interest in smart beta right now?
oHow big is the market?
oWhat are the benefits?
oHow are sophisticated investors customizing their exposure?
oIndex versus manager versus bespoke
•Good smart beta strategies are transparent, rules based, diverse, low risk, and take advantage of rebalancing.
•Bad smart beta strategies are opaque, black box, concentrated, high risk, and trend following.
•The devil is in the implementation details, learn the right questions to ask to tell the good from the bad.
Pending and proposed regulatory reforms are likely to significantly impact future developments within the securities finance industry. To better understand the changing environment and how you can best prepare, please join State Street on 8 May for an informative dialogue where we’ll answer questions such as:
•What are the relevant provisions for lending agents and borrower counterparties?
•How might regulatory reform change the industry landscape?
•What impact, if any, do these changes mean for asset owners and asset managers that wish to lend their securities in the future? What are the possible new opportunities and benefits to the lending industry?
•As new structures emerge, what should beneficial owners consider?
•Besides reducing market and systemic risk, what other gains are regulators expecting to achieve from new regulations?
A basis for implementing index-based multi-factor strategies - transparently and cost-effectively
Previously only available through active management, Factor Investing has become a widely discussed part of today's investment canon and continues to be a subject of lively discussion among academics, institutional investors, product providers and index providers alike. Extensive empirical research has found positive excess returns from exposure to risk factors (or risk premia) such as value, momentum, low size (or small cap) and low volatility stocks. Now, investors are sharply focused on the practical questions of how to implement exposure to these factors.
In this webcast, MSCI will discuss the findings from the recent research paper and discuss the rationale for factor investing and how indexes can be constructed to reflect factor returns in cost-effective and transparent ways.
* Assessing the role of factor investing in the context of a plan's objectives
* Determining the appropriate factors for the plan
* Choosing an index to capture the selected factors
* Factor performance metrics