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.
The webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management Global Multi-Asset Solutions Team. Toby will review the markets and look at how this has impacted the portfolios and investment decisions moving forwards.
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
Daniel Phillips, CFA - Senior Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
Opportunities in emerging markets have changed over time. In this 30-minute webcast our global emerging market equities portfolio managers will discuss key themes relevant to emerging markets investing today.
Topics to be discussed include:
- Are traditional drivers of the Emerging Markets investment case such as population growth, rising consumer incomes and productivity enhancements still as relevant today as they were 20 years ago?
- Where are the opportunities to generate alpha in emerging markets today? What are the examples of market inefficiencies which prove that active fundamental based investing is relevant in the emerging markets?
- What are the implications on Emerging Markets of structurally slower growth in China?
- Does the future of EM still depend upon domestic consumption and services?
With developed markets grappling with heightened economic and political uncertainty, Asia’s strong domestic dynamics offer a haven of growth in these volatile times. Fidelity Asia Fund manager Teera Chanpongsang discusses the key structural drivers which are reshaping the landscape across the region.
With investors in ‘back to school’ mode, Richard Buxton, head of UK equities, will be assessing what lies ahead for the new term in his monthly update on 20 September.
Apart from the obvious jitters over the Italian referendum and US election, top of the agenda will be whether or not UK company directors intend to change their business investment spending plans in light of the Brexit vote.
Join Richard to listen to his current market outlook and to find out how the Old Mutual UK Alpha Fund could benefit your clients' portfolios.
Audience dial in:
Standard International Access:+44 (0) 20 3003 2666
UK Toll Free:0808 109 0700
USA Toll Free: 1 866 966 5335
Audience Password: 48678
Markets have witnessed a month of exceptionally low volatility, with the S&P’s daily moves less than 1% for the whole of August. In their latest asset allocation video, Fidelity Multi Asset’s Nick Peters and Kevin O’Nolan reflect on the calm that may have preceded the storm and how that is reflected in their positioning.
Market moves seem to be signalling that the persistent underperformance of the emerging markets may be behind us. Join Leon Eidelman, portfolio manager, and Claire Peck, client portfolio manager, as they discuss what the rest of 2016 may hold for Emerging Markets equities. They will also provide an update on the JPM Emerging Markets Fund and JPM Emerging Markets Income Fund.
Following a prolonged period of weakness, emerging market equities have posted strong gains in 2016. A recovery in oil prices, paring back of US rate expectations and the hunt for yield are amongst the catalysts. In this live and interactive webcast, Nick Price will take your questions as he reflects on the performance of his global emerging market equity strategy and outlines the key drivers impacting the positioning. Listening to this webcast qualifies for 45 minutes of CPD accreditation.
Heightened volatility in the foreign exchange ("FX") markets has increased the level of risk that companies face. Managing currency exposures inherent in the globally diversified portfolios is now front and center for many firms, including alternative fund managers as a topic of interest, particularly among oversight boards with fiduciary responsibility.
BNY Mellon’s Currency Administration group provides an outsourced passive currency hedging service that helps companies manage the currency risk of their international portfolios. In this seminar we will discuss how hedge programs may help reduce the operational and financial risk of foreign currency exposures.
Aram Compton, Fund Manager of the Sarasin GlobalSar fund range, explores how economic growth relates to investment returns and in what way multi-asset portfolios can be balanced for this generation and the next.
The Schroders’ Maximiser strategy is a tested stockmarket based investment strategy targeting a 7%* annual yield. Following the reorganisation of the team, the investment philosophy, process and management of the Maximiser range will stay the same, delivering attractive income returns through different market environments as it has been since 2005.
Please join Rupert Rucker, Client Portfolio Manager, as he provides more information on the new team and an update on the fund range.
*The target yield quoted is an estimate and is not guaranteed
Over £720 billion* was paid out by companies in the MSCI ACWI index over the last 12 months, proving that global equities offer a rich source of income for investors.
Not all global equity income investments are created equally. In this webinar, Mark Whitehead, Portfolio Manager, will outline the benefits that Securities Trust of Scotland offers its shareholders - and what sets it apart from the competition.
Currently yielding 4.0%+ Securities Trust of Scotland aims to deliver a rising income and capital growth over the long term from a portfolio of global equities. Income is not guaranteed.
Should this investment be on your radar?
*Source MSCI 30 June 2016.
+Source for historic yield: Martin Currie as at 30 June 2016. The historic yield reflects dividends declared over the past 12 months as a percentage of the mid-market share price on 30 June 2016.
Mike Riddell, fixed income portfolio manager at Allianz Global Investors, reviews the performance of the UK economy and assesses its future prospects, as well as giving his views on whether inflation and interest rates will rise. In addition, he provides an analysis of term premium, and explains its impact on government bonds.
Value holds centre court in Kevin Murphy and Nick Kirrage's investment strategy for the Schroder Recovery Fund and following this strategy for 10 years has led to a return of 138.7% versus the 72.1% return from the FTSE All Share index*.
To celebrate a decade of managing the fund, please join Nick and Kevin as they explain how the value investing strategy works and how they were able to overcome the tough ten years that value stocks faced.
*Performance from 21 July 2006 to 21 July 2016. Source: FE Analytics, bid to bid with net income reinvested to 21 July 2016, Z Acc share class, net of fees in GBP
Portfolio manager Leigh Himsworth provides an update on the Fidelity UK Opportunities Fund. Against a somewhat uninspiring economic backdrop, he reveals where he is finding pockets of growth and how this is influencing stock selection across sectors.
Please join Shrenick Shah and Talib Sheikh, portfolio managers for the Global Macro Opportunities Fund, for an update on the macro environment, our positioning and performance.
The 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
Fund Manager, Shalin Shah and Head of Credit Research, Martin Foden consider some of the factors distorting allocation within the credit universe and the opportunities they create for investors. They offer an insight into their actively managed, low turnover approach to managing credit portfolios.
Many equity investors are herding towards companies associated with lower volatility cash flows, as they believe these to be a safer investment option.
Companies that don’t fit this description are much cheaper – and the gap has opened up to historically unusual levels. In a live CPD-accredited webcast, Alex Wright will explain what this means for you.
As investors question where next for UK monetary and fiscal policy initiatives, Richard Watts, manager of the Old Mutual UK Mid Cap Fund, remains relatively relaxed with his portfolio positioning.
Join Richard for a live webcast on 29 September where you can tune in to his current thinking on the macroeconomic environment, as well as hear his views on why stock selection in the fund remains key to driving performance returns.
Dial In Number(s)
Standard International Access +44 (0) 20 3003 2666
UK Toll Free 0808 109 0700
USA Toll Free 1 866 966 5335
Paul Spencer, manager of the Franklin UK Mid Cap Fund, will share his current views and outlook for the UK mid-cap market. He will also cover the ideas and themes that underpin his current portfolio and comment on his approach to finding alpha in a market characterised by continued volatility, low interest rates and slow-growth.
Investors increasingly are looking outside traditional government bonds in order to generate acceptable yield in what is a historical low-yielding environment.
Emerging Market Debt (EMD) has been a significant beneficiary of this reallocation. In spite of this, yields for EMD remain significantly elevated in comparison to their developed market peers, and in line with their longer term historical averages.
Much of this capital has been placed into more traditional EM issuers which in itself concentrates investors’ risks. Looking at benchmarks, the most consistent and superior long-term risk/reward outcomes in euro terms have tended to be generated by a blended allocation to hard currency, local currency and corporate EMD.
Given the significant differences in correlation of hard, local and corporate EMD versus traditional fixed income, this active and blended approach could provide investors with diversification from core fixed income holdings whilst capturing the higher yields on offer.
Wondering what the rise of populist politics globally might mean for investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions -- including Populist Roulette.
Join this timely webinar now and learn more about:
-Slow Growth Angst
-Market Cycles in a Cycle-less Economy
Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the previous quarter; and discuss the current positioning and 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.
Join Stephanie Flanders, Chief Market Strategist for UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference and answers your questions about the issues that matter to you.
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 your clients in the months ahead.
Hear Nicola Rawlinson, client portfolio manager for the JPM Global Macro Opportunities Fund, discuss how the fund exploits global macro trends with a flexible dynamic multi-asset portfolio that aims to generate positive returns in different market conditions.
Ben Russon, Citywire AAA rated manager of the Franklin UK Opportunities Fund, will outline his current views and outlook for UK equities.
He will also share the ideas and themes that underpin his current portfolio and comment on his approach to outperforming the FTSE All-Share Index by focusing on downside protection.
James Syme, co-manager of the JOHCM Global Emerging Markets Opportunities Strategy, reviews the Strategy's performance over Q3 2016 and provides an update on the team's outlook for the asset class and current portfolio positioning.
J.P. Morgan Asset Management's Long-term Capital Market Assumptions are used by investors and advisors around the world to guide their strategic asset allocation and set realistic risk and return expectations over a 10- to 15-year time frame. The Assumptions help investors formulate solutions aligned with their specific investment needs.
Join our investment experts as they discuss the 2016 annual assessment and long-term overview across all major asset classes and markets.
If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.