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.
Cédric de Fonclare , fund manager of the Jupiter European Special Situations Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference ‘QE and Asset Price inflation: what is left for stock-pickers in Europe?’. He also comments on his current market concerns and potential opportunities.
Steve Davies, fund manager of the Jupiter UK Growth Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference ‘The connected world'. He also comments on his current market concerns and potential opportunities.
James Clunie, fund manager of the Jupiter Absolute Return Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference 'Can funds be made robust to change?. He also comments on his current market concerns and potential opportunities.
Simon Somerville, fund manager of the Jupiter Japan Income Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference 'How Abe has re-energised the Japanese market'. He also comments on his current market concerns and potential opportunities.
Ben Whitmore, fund manager of the Jupiter Special Situations Fund and Jupiter Income Trust, discusses his boardroom presentation from the 2015 Jupiter Investment Conference 'Are we in danger of trying too hard?'. He also comments on his current market concerns and potential opportunities.
Miles Geldard, fund manager of the Jupiter Strategic Reserve Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference 'Where do you invest when the unprecedented monetary experiment unwinds?'. He also comments on his current market concerns and potential opportunities.
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses how the fund’s focus on high quality companies, with sustainable dividend yields, can provide an ideal way for your clients to share in the attractive long-term returns from the US stock market.
Neil is a value orientated manager running a truly unconstrained global equity fund. His approach involves turning over a lot of rocks to find valuation anomalies and blending the resulting ideas into a portfolio designed to perform in various market conditions. In the presentation he will share his macro views and how he goes about finding the stock ideas that will differentiate his portfolio.
Since launching in January 2012, both the Standard Life Investments Global Equity Income Fund and Standard Life Investments Global Smaller Companies Fund rank in the top decile of their respective peer groups.
Hear directly from Income Fund Manager Kevin Troup, on how he has been able to build a Global Income Fund that has managed to add value in both rising and falling markets.
Alan Rowsell will discuss the case for investing in Global Smaller Companies, and how Standard Life Investments' award winning smaller companies process has now proven itself in a global context.
Anu Narula, Head of Global Equities at Mirabaud Asset Management is the portfolio manager of the Mirabaud Equity Global Focus Fund. Anu will share his views on how he and his team search for interesting investment opportunities within the Global Equity space which then forms part of his concentrated 25 stock focused portfolio.
Through his investment process Anu will share his thoughts on current market themes using a selection of stock examples which make up his best ideas 25 stock portfolio.
Ian Kelly and Jamie Lowry, co-managers of the Schroder Global Equity Income Fund, will discuss the value-based total return approach used to manage their portfolio. They will outline their view of the danger of chasing yield for the sake of yield in the equity market and why they focus more on the overall valuation case of businesses rather than headline dividend yield numbers. Ian and Jamie will also share the team’s views on where they are currently finding interesting new ideas, and explain the rationale for significant deviation of the positioning of the fund versus the broad market index.
Please join Ben Russon, co-manager, Franklin UK Managers’ Focus Fund, who will share with you an approach that focuses on identifying only the very best investment opportunities from across the UK market cap spectrum.
With contributions from Commerzbank and Pioneer Investments, this webinar will take part on Tuesday 6th October to discuss different aspects of hedging currency risks in emerging markets, such as assessing value of currency risk and how to manage the subsequent risks.
Currency risk is a complex thing. Hedging would seem to protect against these risks. But it is not so simple. For an investor, a forward hedge which locks in a future rate can come to seem like a very bad idea if it loses money, as it will have to be paid out in cash.
Most corporates can fully offset the volatility of currency cash flows and net investments in an accounting sense yet in emerging markets forwards can be at times punitively expensive. Are options or forwards more appropriate protective hedge contracts, and why?
What will this webinar discuss?
Jessica James, Head of the Quantitative Solutions Group at Commerzbank will discuss different aspects of hedging currency risk:
- Cashflows. It is not often realised how volatile currencies can be. Hedges can incur costly cashflows if they go wrong.
- Volatility in currency markets is suddenly high again. Is it possible to hedge away at reasonable cost?
- Hedging with forwards vs hedging with options – options can have some unexpected advantages.
Satu Jaatinen, Global Head of Corporate Solutions at Commerzbank, will discuss assessing value in hedging emerging markets risks:
- Risk and Cost to KPI’s
- Importance of Timing and Instrument Choice
Andreas König, Head of Foreign Exchange Europe at Pioneer Investments, poses the question how does a major bond or stock investor or corporate with foreign investments, deal with emerging market currency risk?
The Fidelity Asia Pacific Opportunities Fund has delivered strong performance since launch, outperforming its benchmark by 10.0%. With the fund's outperformance driven by high conviction stock picking, portfolio manager Anthony Srom reveals where is finding the best opportunities and shares his top stocks picks.
Whilst markets across Asia have been volatile due to concerns surrounding China’s slowdown and uncertainty of a Fed rate hike, the region's economic reforms and structural growth is providing an array of opportunities for stockpickers. Find out how Teera Chanpongsang is positioning the Fidelity South East Asia Fund to capitalise on the region's shifting landscape.
Capital Group Economist Stephen Green shares his outlook on China
Capital Group is one of the world’s largest independent investment managers. Throughout our 80-year history, our aim has always been to deliver superior, consistent results for long-term investors. Investment management is our only business.
As the fund celebrates it’s 20th anniversary, Ian Spreadbury and Andrew Wells reflect on why the Fidelity MoneyBuilder Income Fund has been able to deliver such a consistent outcome for investors. They also introduce the newest recruit to the team.
Global equity markets have been affected by numerous worries in 2015. These have hit many UK large-cap sectors, which are typically more exposed to overseas markets. Despite these international concerns, the UK remains one of the stronger developed-world economies - a situation that has helped more domestically focused smaller companies to outperform.
In this environment, the UK Smaller Companies Fund’s significant exposure to lower-risk, UK-focused growth stocks has contributed significantly to the resilience of its performance. Indeed, small-cap stocks exhibiting financial quality are a key focus and, here, our Matrix screening tool indicates this factor has become a notable driver of returns. This is reflected in the portfolio which has experienced the highest proportion of positive trading updates that manager, Harry Nimmo, can remember in recent times.
Against a volatile market backdrop, Harry continues to believe that a consistent bottom-up stock-picking process, seasoned over numerous business cycles, is vital. Together with a focus on sustainable long-term growth stocks, this should provide comfort at a time when top-down considerations are dominating investor sentiment.
The recent turbulence in global markets has highlighted the increasing difficulty for investors to generate attractive returns without having to weather higher volatility. Hear Talib Sheikh, JPM Multi-Asset Macro Fund portfolio manager, 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.
Matt Hudson, Head of the Business Cycle Equity team, will give an update on the fund.
The fund aims to deliver consistent outperformance through the cycle by avoiding a permanent style bias or market-capitalisation bias. In essence, Matt and the team assess where we are in the business cycle and, importantly, what that means for the earnings prospects of individual companies. The process of doing this determines the composition of the portfolio.
Get 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).
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.
Pension funds seeking higher risk-adjusted returns at lower costs, wealth managers responding to regulation and asset managers increasingly have been asking – “how can we harvest alpha using factor indexes?”
In 2014, Brett Hammond, Managing Director and Head of Multi-Asset Class Applied Research, and fellow researchers from MSCI, co-authored an insightful paper demonstrating how up to 80% of alpha comes from exposure to factors. This paper won the index research industry’s prestigious William F Sharpe and Bernstein Fabozzi awards, and made a significant contribution to advancing the understanding of factors.
You are invited to join this webcast where Brett Hammond will discuss how multi-factor indexes can be used to harvest alpha. A range of approaches will be covered with a special focus on the MSCI Diversified Multi-Factor Index – a truly innovative, “all-weather” index that has demonstrated an ability (back tested) to deliver market-cap-index-beating, risk-adjusted returns.
Following the sharp re-rating of European equities earlier in the year, market volatility has entrenched itself in recent weeks as the pull-back initially driven by fears of slowing economic growth in China has been compounded by the VW revelations. Despite improving macroeconomic data, share prices have fallen to levels we saw at the beginning of the year. In this webcast, Matt Siddle outlines his views on the market and discusses where he is finding ‘Quality at an attractive price’ amid the broad-based sell off.
Recent months have seen volatility re-emerging in the UK equity market. A number of sectors now seem distinctly unloved, but not all offer an equally attractive investment opportunity. Alex Wright will discuss his current views on the UK equity market, and where he sees the best potential for positive change amongst unloved stocks for the Fidelity Special Situations Fund, UK Smaller Companies Fund and Special Values PLC. Listening to this webcast qualifies for 45 minutes of structured CPD.
With the European Central Bank (ECB) raising its forecasts for eurozone growth and inflation for the next three years, the outlook for regional equities is bright. European companies are expected to grow their earnings further this year, and the ECB’s government bond purchase programme should support the eurozone recovery and boost confidence among corporates and households.
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 the remainder of 2015, explaining how these factors impact on his investment decisions moving forwards.
Rosemary Banyard, Fund Manager, will provide an update on the fund and an outlook of the market.
The Company's investment objective is to invest in Mid Cap Equities with the aim of providing a total return in excess of the FTSE Mid 250 (ex-Investment Companies) Index. The strategy is to invest principally in the investment universe associated with the benchmark index, but with an element of leeway in investment remit to allow for a conviction-driven approach and an emphasis on specific companies and targeted themes.