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.
A key aim of the Pyrford Global Total Return (Sterling) Fund is not to lose clients' money. Lars will update on the Fund’s performance during 2016 and its ongoing quest to generate real returns for investors. He will also discuss global markets, return expectations and opportunities for asset allocators during 2017.
BMO, Pyrford, 2017 outlook, multi-asset, Lars Nielsen
In his latest update Nick Peters, portfolio manager of the Fidelity Multi Asset range, outlines the key opportunities he sees in today’s market environment. He takes a look at what impact the European political timetable will have on equities and why he currently has an overweight exposure to Healthcare.
Economic data indicates a positive growth and inflation backdrop. Multi Asset portfolio managers Kevin O’Nolan and Nick Peters play this off against some of the current political developments and discuss the asset classes and regions best placed to benefit.
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 webinar will help you think strategically about your portfolio's factor exposure and will cover:
• A 2017 outlook through a factor lens
• Uncovering the link between monetary policy and factor returns
• Current factor valuations and forecasts
Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.
• Michael Hunstad, Ph.D.,Director of Quantitative Research
• Matt Peron, Head of Global Equity
Join us for an update from Will James, manager of the European Equity Income Fund. On the webcast, Will covers:
• Europe’s positive growth picture
• The evolving opportunity set for income investors
• How the Fund is positioned to take advantage and the outlook going forward
Mike Riddell, Fixed Income Portfolio Manager at AllianzGI, discusses the current political risks, Trumpflation, and the main opportunities and threats to his funds in this extremely volatile environment.
Marcus Morris-Eyton, Portfolio Manager, Allianz Europe Equity Growth Team, discusses the upcoming European elections, earnings growth, what makes his team different from others and why tech is different now from 1999 to 2000.
Two fund managers from RLAM's award-winning Fixed Income Team, Richard Nelson and Paola Binns review bond markets and consider the case for short duration funds, looking across the fixed income spectrum.
Join us for an update from Thomas Moore, manager of the UK Equity Income Unconstrained Fund. On the webcast, Thomas covers:
• The rationale for taking an index agnostic approach to equity income investing
• A review of the major recent market drivers
• An update on the Fund’s positioning, activity and outlook
Please join Huw Davies, portfolio manager on the Old Mutual Absolute Return Government Bond Fund, for an update on portfolio performance and positioning.
Huw will also discuss the outlook for inflation-linked rates markets in the US and euro area amid the shift underway in western politics, and whether ‘reflation’ might shift the path of long-term interest rates.
Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free
Hear Ben Conwell; our eCommerce Fulfillment Practice Group Expert (and former Amazon N. American Operations Real Estate Director) and Garrick Brown; our Head of Retail Research for the Americas, explore the impact of the holiday shopping season and eCommerce, and relevant trends and data points affecting what’s in store for supply chain and brick-and-mortar retail in 2017.
2016 was a tumultuous year across the world and a serious level of uncertainty remains as we move into 2017. So join Western Asset Chief Investment Officer, Ken Leech as he deep dives into an analysis of the 2016 global market and discusses some 2017 considerations for your portfolio including:
- US Policy uncertainty and how to compensate for this
- The Cyclical surge amidst challenging secular headwinds
- Growth Prospects in the US
- Growth Risks from China
- 2016 Market analyses
Launched on 9 December 2015, the Schroder European Real Estate Investment Trust targets growth regions in Continental Europe and aims to provide a regular and attractive level of income together with the potential for long-term income and capital growth.
Please join Tony Smedley, Head of Continental European Real Estate Investment, and Andrew MacDonald, Head of Real Estate Finance, as they provide an update on the trust.
Despite market optimism as of late, investors should not anticipate a significantly more hawkish tone from central banks. Anna Stupnytska, Global Economist at Fidelity deciphers the data and looks more closely at the US and Chinese economy - Will the Fed raise rates? And what impact will policy tightening have on China?
Dollar strength historically creates a challenging environment for emerging market debt; and the performance of EMD following Trump’s election victory further emphasised that point. Fidelity Emerging Market Debt Fund manager Steve Ellis looks at the prospects for the asset class going forward, balancing the implications of dollar strength and improving local fundamentals.
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses the outlook for 2017, the US elections result and what this means for the fund's focus on high quality companies with sustainable dividend yields.
The webconference will run for 30 minutes with Q&A starting at 9.30am.
Is it time to get serious about allocating capital to listed infrastructure investments?
Many thought leaders think the answer is yes!
You’re cordially invited to a webinar hosted by STOXX Limited and FlexShares ETFs.
The event will discuss today’s investment landscape for listed infrastructure.
We will also discuss listed infrastructure’s role in investors’ portfolios and profile infrastructure portfolio characteristics using STOXX’s leading global infrastructure index, the STOXX Global Broad Infrastructure Index.
Please join us.
In this webinar, Renee Chen, Mandy Chan and Gregory Suen will share the key takeaways from China's National People's Congress (NPC) meeting and its implications to China's macroeconomic and asset class outlook.
As investors continue to migrate toward private assets in search of potential benefits like low volatility, differentiated sources of income and uncorrelated returns, they are faced with an increasingly broad universe from which to choose.
As they wade through a sea of private equity and debt options, it is becoming apparent to many investors that all private assets are not created equal.
Increasingly, origination – an investment manager’s ability to source a large quantity of high-quality investment opportunities – is becoming the difference between underperformance and outperformance.
In this webinar, we will discuss the important role that origination plays when it comes to achieving attractive long-term, risk-adjusted returns and income streams in:
- Private Credit
- Private Equity
- Infrastructure Debt
- Private Real Estate Investments
After a year of strong performance for fixed income, plus expectations of tighter US monetary policy in 2017, conventional wisdom suggests that bond markets are poised for a correction. But we find lessons from 2004 that point to the contrary. Join Robert Vanden Assem and Jonathan Davis from PineBridge Investments’ Developed Markets Fixed Income team as they discuss:
- Similarities between the last rate hike cycle in 2004 and today
- What’s different this time around
- Our outlook for fixed income, as well as potential opportunities for investors
Can markets continue to deliver? At current valuations it appears unlikely equity and bond market returns will replicate their recent strong runs. In this live and interactive webcast, Bill McQuaker will consider the prospects for markets in this context and identify areas where he believes he can source positive returns. You will also have the opportunity to pose your questions to the new manager of the Fidelity Multi Asset Open range.
Schroder Global Recovery Fund, which invests on a global basis, was launched to provide investors with access to the value investing approach that has driven the long-term success of the Schroder Recovery Fund.
Using a more value focused approach compared to their peers, fund managers, Nick and Kevin, will explain their strategy and what makes this fund stand out in the market.
With populist parties making their presence felt in looming elections across Europe and inflationary pressures mounting, potential safe haven assets could be vitally important. In this interactive webcast, Ian Spreadbury and Sajiv Vaid will answer your questions, as well as assessing the outlook for bonds and considering the role fixed income funds play in investors’ portfolios in the current environment. Listening to this webcast qualifies for 45 minutes of endorsed CPD.
Lewis Kaufman, founding portfolio manager of the Artisan Partners Developing World Team, discusses his views on how to capitalise on opportunities in developing world economies by investing in companies that compound business value over a market cycle, while mitigating the volatility of returns.
In this webinar Lewis will explore the team's approach to investing in developing world economies.
Since Donald Trump’s election, breakeven inflation rates implied by yield spreads between nominal and inflation-protected Treasury securities have risen sharply in both spot and forward terms. This may reflect growing expectations for higher inflation in the years ahead.
This 30-minute webcast will discuss our thoughts on how fiscal and monetary policy developments could impact inflation and TIPS valuations going forward.
This is the first in a series of three webcasts looking at Solvency II from the point of view of the insurance company CIO.
The second and third will focus on alternative fixed income and real assets respectively.
How suitable - or otherwise - are the current capital charges and what can we expect from the 2018 review?
Solvency II was conceived in a normal yield environment; that, of course has changed and this is one reason for the review planned for 2018. Insurers are interested in the agreed thinking of what these should be and the prospects of them being amended to a level more representative of the associated risk. What is reasonable and what can we expect?
What might the political obstacles be to, say, making a distinction for capital charge purposes between Spanish and UK government bonds?
The impact of regulation on investment strategy
We will explore the relative impact of matching adjustment, volatility adjustment and transitionals and the impact on investment strategy as a result.
How are insurance asset owners coping with the new regulation generally? Can we expect consolidation among insurance asset owners because of the increased regulatory burden?
Use of internal models can lead to lower capital requirements, but they are very expensive to create, and are thus likely to be the preserve of the larger insurance companies.
Smaller firms might club together to enable them to access certain types of investment, and might ultimately see acquisition by a larger firm as the only way both to do this on a consistent basis and manage the increased regulatory burden. Furthermore, a common regime across Europe should make it easier for potential buyers to assess exactly what they are buying.
Other regulatory factors
What will be the impact on investment regulation of Brexit on UK regulation, and on the investment management of insurance assets?
What can we learn from other regulatory regimes from an investment standpoint?
In this webcast we will cover a detailed look at how our fixed income factor investing strategies can benefit institutional investors looking for yield without taking additional duration, credit or liquidity risk. In particular we will focus on a long/short factor-based approach to government bonds.