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.
Please join John Warren, who manages the UK Dynamic Long Short funds alongside Paul Marriage, to hear him discuss their long-short investment strategy, which has a bias towards Small and Mid Cap UK equities.
We believe that the best way to build a macro view is from the bottom up. The manager of SVM Continental Europe, Hugh Cuthbert, travels extensively in Europe, meeting with management of a wide range of different types of businesses in different countries. During his presentation he will give a number of examples of the opportunities he has unearthed.
With the 21st meeting of the Conference of Parties (COP21) in late November, thoughtful investors may be asking:
"How can I impact global climate change with my investment portfolio?"
"How might government response to climate change affect my portfolio?"
And "How can I take action to manage carbon risk?"
Unsure how to answer? Then join Northern Trust Asset Management and Responsible Investor on our latest webcast, as we look to share our expectations of COP21 and highlight how the themes of the Paris summit translate to your investments.
We will take a look at:
• Decarbonization: Theory to practice
• Investor challenges/risks
• How investors can mitigate these risks
The interactive session will be moderated by Responsible Investor magazine.
Launched over a year ago, both these funds have beaten their benchmarks in rising and falling markets, using short positions to counteract the recent volatility. Stephen will explain his ‘up/down’ investment process – how he focuses on higher-growth stocks while carefully managing the risk. And, as the US Federal Reserve hints at a rise in interest rates in December, he reveals where he is finding opportunities.
Schroders are seeking to launch a new investment trust investing in commercial real estate in continental Europe. The fund will invest in properties in the growth cities of Western Europe and will target a dividend yield of 5.5% as well as capital growth over time. The fund will be a London listed Investment Trust with a maximum LTV of 35%.
Join us to hear Andrew Jackson, manager of the Global Real Estate Fund, explain the attractions of taking a global approach to real estate investing. With the repositioning of the Fund now complete following the mandate change last summer, Andrew will give an update on the current portfolio composition plus the recent transactions that have resulted in a weighting of around 80% in direct assets. Andrew will also give an overview of our latest real estate House View which provides an insight into those markets and sectors that we are most favourable on going forward.
Join Omar Negyal, portfolio manager, and Claire Peck, client portfolio manager as they provide a timely update on the JPM Emerging Markets Fund and JPM Emerging Markets Income Fund. As the year draws to a close, Omar and Claire will discuss what has driven the asset class in 2015, how these funds have performed and the opportunities for 2016.
The investment trust seeks to provide a high rate of total return through investment in equities and equity related securities of companies trading in the Asia Pacific region (excluding Japan).
Schroders have managed the Company's assets since March 2013
FTSE Russell recently published results from its first US financial advisor smart beta survey. In this webinar, FTSE Russell reviews those results, providing a background for discussion with smart beta providers and practitioners.
Invesco PowerShares will offer insight into smart beta as part of the investor toolkit and how these strategies can be implemented in core-satellite portfolios.
Speakers: Rolf Agather – FTSE Russell, John Feyerer – Invesco PowerShares
Time: 1:00pm - 2:00pm EST
After 6 years of zero interest rate policy, the Federal Reserve is ready for lift-off and is looking to normalize monetary conditions. On the other hand, for the ECB, the BOJ and many emerging economies, monetary conditions remain too tight and further stimulus is required. In this interview, Jim Leaviss will discuss the impact this environment is likely to have on bond markets and how is positioned to benefit the most from these challenging conditions.
Fidelity’s Global Equity and Fixed Income CIOs will answer your questions in this live and interactive webcast. Join Dominic Rossi and Andrew Wells to discuss some of the key issues and themes that look set to drive financials markets over the course of 2016.
Charles Hepworth, manager of GAMs risk-rated model portfolios, appraises the market trends, events and developments which made 2015 a year in which active managers have generally outperformed the passive market, cites some of his preferred active managers and gives an outlook for the year ahead.
Charles will also provide an update on asset allocation and performance of GAM's risk-rated model portfolios.
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
Peter Yi, CFA - Director of Short Duration Fixed Income
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
Start 2016 with an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.
Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.
This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).