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.
Although small in size, the IA Global Equity Income Sector has a diverse range of funds available to clients. Some take a more traditional approach of investing in ‘defensive’ mega caps, while others favour a higher beta more aggressive approach.
Hear from Fund Manager Kevin Troup, as he gives an overview of his Fund that offers something different. Having a style agnostic investment philosophy, coupled with diversified sources of income, gives the Standard Life Investments Global Equity Income Fund the ability to perform through the investment cycle.
Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.
The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.
Don't miss this opportunity to hear from Bill and put forward your questions.
Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund
If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.
A money laundering scam known as ‘Cuckoo Smurfing’ saw three men jailed for attempting to replace £700,000 of legitimate funds with ‘dirty money’. Business Resilience Manager, Graham Vance from the Scottish Business Resilience Centre presents. He discuss the case and how it highlights when a bank’s ‘adequate’ anti-money laundering procedures just aren’t good enough. And the importance of accountability and communication as part of the new FCA Senior Managers Regime.
In this webcast we will provide the latest quarterly update to the Cushman & Wakefield Fair Value Index™ and reveal those markets which look most attractive for investment. We will also touch on the impact of the drop in the oil price and financial market volatility since the turn of the year.
The Webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management’s Global Multi-Asset Solutions Team. Toby will review the markets over the last quarter and talk through how this impacted his approach with the Atlas Portfolios. He will also look at the current economic landscape and market conditions, and provide an outlook for 2016, explaining how these factors impact on his investment decisions moving forwards.
Citywire AAA-rated Jeremy Podger provides an update on the Fidelity Global Special Situations Fund. Find out where he is finding opportunities following the recent sell-off and how the fund is positioned for a fresh wave of corporate change.
Serge would be delighted if you could join this short webinar on Quantitative Easing. He will talk to you about the impact of Quantitative Easing or QE for short on the European economy and financial markets and debate what the impact of a low interest rate environment could mean for investments and consumption today.
- Active, bottom-up unbenchmarked asset management is a key source of added value,
- Investments in quality companies offer protection against permanent capital losses,
- Focus on valuation offers protection in volatile markets
- Fundamental investment approach
- Fund update
Members of RLAM's fixed income team discuss the outlook for various areas of the fixed income market for 2016, with a focus on short duration bonds. Senior Client Portfolio manager, Ewan McAlpine hosts the discussion alongside Head of Short Rates and Cash, Craig Inches, Head of Global High Yield, Azhar Hussain and Senior Fund managers Paola Binns and Richard Nelson.
• By contrast to the UK consumer, global growth is set to remain subdued
• Only a handful of large cap stocks have the potential to grow cash flows and dividends in the years ahead
• Our unconstrained mandate and research platform provide the means to identify and back companies with strong fundamentals, whilst avoiding those that are set to disappoint
Join Thomas Moore as he discusses the market’s volatile start to 2016 and where he sees opportunity for equity income investors going forward.
The past year was event-filled, for the global economy and for equity markets. Having successfully navigated this period, Jacob will explain his thoughts about 2016 and how he has positioned his portfolio.
Participant Dial In Number(s)
Standard International Access +44 (0) 20 3003 2701
UK Toll Free 0808 109 0701
Fidelity Solutions’ Nick Peters provides an update on the Fidelity Multi Asset fund range. He reveals some of the key tactical buying opportunities that are being created across asset classes by recent whipsaw market movements.
Vinayak and Brian will discuss key factors recently impacting EMD assets and how they affected 2015 performance. They will also share where they see EMD opportunities and risk-adjusted returns going forward.
2015 saw European investment activity surpass its previous peak in 2007, but was Q4 activity as strong as expected?
Join Nigel Almond, Head of Capital Markets Research and Magali Marton, Head of EMEA Research, to discuss the latest trends in European capital markets in Q4 2015 and the year as a whole. Who has been investing and where? What is the outlook for the market in 2016?
Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
In volatile environments, maintaining investment conviction is paramount. Join Kurt Feuerman as he reviews 2015 and discusses his strategy for weathering the volatility that has thus far characterized 2016.
In this live and interactive webcast, Head of European Equities Paras Anand gives his views on the key drivers and implications of recent volatility in UK equities. With the sharp falls seemingly at odds with a slow and steady economic recovery, he will also outline the areas which could offer opportunities for investors over the coming months.
- Active, bottom-up unbenchmarked asset management is a key source of added value
- Investments in quality companies offer protection against permanent capital losses
- Focus on valuation offers protection in volatile markets
- Fundamental investment approach
- Approach works best in moderately rising or volatile markets
In this live webcast, Dan Roberts outlines the benefits of a having a strict valuation discipline and clear focus on strong and sustainable dividend payers in today’s volatile environment. As uncertainty abounds, find out how he has kept the Fidelity Global Dividend Fund a reassuringly top quartile performer since its launch more than four years ago. Listening to this webcast qualifies for 45 minutes of structured CPD.
The fund invests in a broad range of UK equities, selecting from the full spectrum of large, medium-sized and smaller companies. As pockets of the UK equity market remain attractively valued, this fund continues to focus on these lowly-valued areas within the market.
Alex Breese, Citywire AA-rated* fund manager, will provide an update on the fund.
The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment. Join Marcus Brookes, head of the Multi-Manager team, for an update.
Erik & Chris will explain how fund managers incorporate equity factors into their investment processes. As a result factor exposures are often referred to as ‘styles’. They will consider the origin of these factors, why they are likely to continue to generate excess returns and how these returns can be harnessed through a global, systematic market neutral equity strategy.
The recent turbulence in global markets has highlighted the increasing difficulty for investors to generate attractive returns without having to weather higher volatility.
Hear Nicola Rawlinson, client portfolio manager for the JPM Global Macro Opportunities Fund, discuss how the fund exploits global macro trends with a flexible and dynamic multi-asset portfolio that aims to generate positive returns in different market conditions.
*With effect from 01 February 2016, the fund was renamed from JPM Multi-Asset Macro Fund to the JPM Global Macro Opportunities Fund. In addition, the investment objective was updated to further clarify the investment strategy, details of which can be found in the general prospectus on am.jpmorgan.co.uk. These changes do not alter the way in which the fund is currently being managed or the risk profile of the fund.
Asia continues to offer significant structural advantages in terms of growth potential over the longer term, and this fund maintains a bottom-up investment view, investing in Asian companies with a strong income case and potential for capital growth.
Richard Sennitt, Fund Manager, with over 22 years of investment experience in this region, will provide an update on the fund and an insight into how he uses fundamental research to help unlock income opportunities in Asian markets.
After leaving the British Army, Bryan lead a team of retired Gurkhas in the delivery of industrial security services on a diamond mine, in war-torn Angola. After being taken captive, released and evacuated, Bryan volunteered to return to secure the mine. Under his effective leadership, his team managed to excel beyond their contractual duty in a harsh and hostile environment.
Bryan honed his business skills in wealth management before forming his own leadership development and sales training company. He has worked with many major banking and insurance clients.
Investors are nervous over the rate of headline dividend growth slowing in the UK.
While the fears are to some extent justified, in his latest webcast Stephen Message, manager of the Old Mutual UK Equity Income Fund, discusses those areas of the UK equity market in which he continues to find dividend opportunities.
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free
Please join James Elliot, CIO of the International Business of Multi-Asset Solutions and Portfolio Manager for the Global Macro Opportunities Fund, and Shrenick Shah, Portfolio Manager for the Global Macro Opportunities Fund, for an update on the macro environment, our positioning and performance.
The JPM Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro and total return investors, who reflect their latest views 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
In this webcast on 15 March 2016, Stephen Moore, manager of the Artemis US Extended Alpha and US Absolute Return Funds, will explain his views on the US equity market. Importantly, he will consider current valuations, whether volatility might persist and where he is finding opportunities.
Stephen will then explain how he manages the Artemis US Absolute Return Fund and what it offers to investors. At a time of increased volatility, this strategy could provide investors with an attractive option.