Hi [[ session.user.profile.firstName ]]

UK Wealth Managers

  • Should investors aim high in 2020?
    Should investors aim high in 2020?
    Tom Ross & Seth Meyer Recorded: Dec 5 2019 45 mins
    2019 has seen policy easing by central banks amplify the search for yield amid an unclear global economic backdrop. In this presentation, Seth Meyer and Tom Ross, credit portfolio managers at Janus Henderson Investors, take stock of market conditions and the economic outlook to consider the prospects for high yield bonds in 2020. Areas covered include:

    •Market dynamics within different regions and why global high yield is expected to remain in demand.
    •The catalysts that could drive a widening or tightening of spreads, with US politics set to play a starring role.
    •Whether quality will continue to outperform or will a trough in the cycle see fresh appetite for lower-rated bonds.
  • EdenTree Amity Global Equity Fund for Charities Introduction
    EdenTree Amity Global Equity Fund for Charities Introduction
    Ketan Patel, Fund Manager Recorded: Dec 5 2019 8 mins
    An introduction to our EdenTree Amity Global Equity Fund for Charities by fund manager Ketan Patel.
  • Quarterly multi asset update
    Quarterly multi asset update
    Trevor Greetham Recorded: Dec 5 2019 36 mins
    As we approach the end of 2019, Trevor Greetham, Head of Multi Asset, presents his final quarterly update of the year. Trevor will be sharing with listeners his latest fund positioning and time on the investment clock, as well as his outlook for 2020. 
  • LF Miton US Opportunities Fund Webinar
    LF Miton US Opportunities Fund Webinar
    Hugh Grieves, co-fund manager of the LF Miton US Opportunities Fund Recorded: Dec 5 2019 31 mins
    In this webinar, Hugh Grieves, co-fund manager of the LF Miton US Opportunities Fund will discuss the current positioning of the fund, as well as sharing his views for US markets in 2020.
  • Kuwait MSCI Emerging Market Inclusion - Tactical Solution for Investors in 2020?
    Kuwait MSCI Emerging Market Inclusion - Tactical Solution for Investors in 2020?
    Abdullah Al-Busairi, Director of KMEFIC FTSE Kuwait Equity UCITS ETF Recorded: Dec 5 2019 21 mins
    In 2019, FTSE Russell and S&P upgraded Kuwait to emerging markets status. More recently, the MSCI stated that it would also reclassify the Gulf region in 2020, subject to certain stipulations and reforms being met by the Kuwait market by the end of November 2019. With the final leg of this journey approaching, investors are awaiting MSCI's final confirmation of its upgrade decision with an announcement expected imminently.

    In this webinar, Abdullah Al-Busairi will outline:

    •A time-table for the inclusion and what this will mean for active and passive flows

    •What impact the upgrade will have on Kuwait equity markets

    •An outlook on the Kuwait economy in 2020 and beyond
  • Global Outlook Update Q4 2019
    Global Outlook Update Q4 2019
    Andrew Milligan Recorded: Dec 4 2019 38 mins
    Our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views and answer your questions, which you can submit through our platform during this live presentation.
  • What and why investors need to know about soil health
    What and why investors need to know about soil health
    Andrew Voysey (Soil Capital), Steven Rosenzweig (General Mills), Yasmine Svan (LGIM), Gemma James (PRI) Recorded: Dec 4 2019 61 mins
    Investors have been engaged on agricultural related topics such as deforestation, water, food security and climate but little attention has been paid to the importance of soil health and its foundational role in all of these issues, as well as with respect to supporting decent farmer livelihoods. PRI will host a webinar to raise awareness and to build the business case on why investors should pay attention to soil health. It will highlight the risks that all investors are exposed to and explore the opportunities available to them.

    The webinar will cover:
    1. Why soil health is important to companies throughout the food sector and the risks and opportunities investors are exposed to;
    2. Regenerative agriculture as one approach to improving soil health and the associated benefits for businesses and resilient communities;
    3. How investors can integrate soil health with other agriculture-related topics and what they should engage companies on which is specific to soil health.
  • Rathbone Global Sustainability Fund
    Rathbone Global Sustainability Fund
    David Harrison Recorded: Dec 4 2019 35 mins
    Please take this opportunity to join David Harrison, lead fund manager of the Rathbone Global Sustainability Fund, on Wednesday 4 December at 10.30am. David will provide an insight into the ESG market and how his fund aims to provide a total return in excess of the FTSE World Index by investing in companies aligned with sustainable development.

    Current big themes for the fund and how to profit from them whilst remaining in line with the UN Sustainable Development Goals will also be discussed.

    Put your questions to David in advance or during the call using the 'questions' tab at the top of the video screen. A recording will be available 'on demand' after the call if you are unable to join us at 10.30am.
  • The Rise of Cloud - Have European Investors Underestimated its Potential?
    The Rise of Cloud - Have European Investors Underestimated its Potential?
    Andre Voinea, Director, DACH Region HANetf Recorded: Dec 3 2019 49 mins
    Assets in Cloud ETFs globally have more than quadrupled over the period of 2017-2019, however not all investors seem equally convinced about the potential of the Cloud. While US investors have poured considerable assets in Cloud companies since the beginning of 2019, European investors have not seemed to embrace this sector. What is the reason for this divergence and who made the better decision?

    This webinar will cover:

    - What is Cloud technology and why has it become one of the major industrial growth stories of the early 21st century
    - US vs European inflows into Cloud - a comparison
    - Hype or reality? The fundamentals underpinning the Cloud sector and its future growth drivers
    - Accessing Cloud through investing in thematic ETFs
  • Urban regeneration: contractual cashflows from redeveloping cities
    Urban regeneration: contractual cashflows from redeveloping cities
    Luke Layfield, Aviva Investors; Brendan Maton, IPE Recorded: Dec 3 2019 63 mins
    In this webcast, Luke Layfield, Fund Manager at Aviva Investors Real Assets, will discuss how investors can partner with the public sector to finance the re-generation of town centres.

    Using recent example transactions he will cover:

    - How these partnerships can provide investors with long-dated, secure, inflation-linked income
    - The broader investment benefits of long lease real estate
    - The integration of ESG elements – helping investors to deliver on their wider goals

    Presented by:
    Luke Layfield - Fund manager, REaLM Commercial Assets and REaLM Social Housing Funds, Aviva Investors Real Assets

    Moderated by:
    Brendan Maton, IPE

    RA19/1534/31122019
  • The changing landscape of sterling credit
    The changing landscape of sterling credit
    Ewan McAlpine Recorded: Dec 3 2019 44 mins
    The characteristics of sterling credit markets and rating agency methodologies have seen radical changes over recent years. To demonstrate these and changes in the wider sterling credit landscape, we consider how one of our sterling portfolios, the RL Ethical Bond Fund, has adjusted over recent years.
  • Asset TV Masterclass on the Road - UK Equities
    Asset TV Masterclass on the Road - UK Equities
    David Moss, Fund Manager Recorded: Nov 29 2019 16 mins
    David Moss, Fund Manager, BMO UK Mid-Cap Fund presents his thoughts on whether UK equities currently offer value and whether you can find good quality income at a reasonable price as part of an Asset TV Masterclass on the Road event in Exeter.
  • The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading
    The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading
    Allan Lane, PhD, Algo-Chain | Sam Rudnick, eToro | Irene Bauer, Twenty20 Investments Recorded: Nov 28 2019 59 mins
    This week, you'll learn:

    What is meant by Social Investing Platforms and Copy Trading?
    How the world of FinTech is re-shaping the WealthTech space
    Why Model Portfolios are playing a key role in both of these movements

    Participants
    Allan Lane - Algo-Chain - Co Founder
    Sam Rudnick - AUM Growth Manager - eToro
    Irene Bauer - CIO - Twenty20 Investments
  • Practicalities of Pension Consolidation
    Practicalities of Pension Consolidation
    Jamie Fiveash, Smart Pension; Dick Kamp, BPF Levensmiddelen; Mark Austin, Northern Trust; Brendan Maton, IPE Recorded: Nov 28 2019 63 mins
    Consolidation is among the foremost trends and topics in pensions – increasingly seen as a solution to a range of challenges the retirement industry faces.

    In countries including the UK, the focus of regulators is increasingly on driving small and mid-sized scheme consolidation, to help improve stewardship and drive investment performance while achieving value for money.

    Join our webcast with Smart Pension’s Claire Altman, Dick Kamp of BPF Levensmiddelen and Northern Trust’s Mark Austin in exploring the practicalities of consolidation for pension trustees and other stakeholders.

    The webcast will cover:

    • The dynamics driving pension fund consolidation
    • First-hand experiences of DB and DC consolidation
    • Key considerations for those assessing pension consolidation

    Presented by:
    Jamie Fiveash, Chief Operating Officer, Smart Pension
    Dick Kamp, Risk Manager, BPF Levensmiddelen
    Mark Austin, Chair of Trustees, Northern Trust (UK) Pension Plan

    Moderated by Brendan Maton, IPE
  • A sustainable foundation for credit analysis
    A sustainable foundation for credit analysis
    Martin Foden Recorded: Nov 28 2019 34 mins
    ESG investing started as an equity specialism, and much of the data and analysis used today is still centred on equities, so are ESG factors relevant for corporate bonds and what role do Green bonds play? Martin Foden explores this and discusses sustainable fixed income investing and how two distinct processes – ESG and credit analysis – can be integrated to seek to achieve positive outcomes for investors.
  • Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 28 2019 58 mins
    The wealth management industry has witnessed significant change over the past few years. In order to stay competitive and deliver modern client expectations, successful wealth managers must develop strategies for delivering a streamlined client onboarding journey to a digitally savvy client base.

    In this webinar, you will learn:

    - Why client experience is the new battleground for global wealth managers
    - How data, innovation and technology are transforming client onboarding
    - The latest market trends and insights
    - What a best-in-class client experience looks like

    The Wealth Mosaic's Co-Founder and Head of Marketplace & Content, Stephen Wall, will speak with Steve D'Souza, Global Divisional Head - Private Banking & Wealth Management at Fenergo, and Abhishek Singh, Asset & Wealth Management Lead at Capital Markets, on this topic.
  • Human rights due diligence and modern slavery: the case for investor action
    Human rights due diligence and modern slavery: the case for investor action
    Bettina Reinboth, Head of Social Issues, PRI Recorded: Nov 28 2019 60 mins
    This webinar will explore how investors can play a role in pushing for more and better human rights due diligence and will focus in particular on efforts to tackle modern slavery and human trafficking. Speakers from the UN Working Group on Business and Human Rights, the World Business Council for Sustainable Development and from the Liechtenstein Initiative for a Financial Sector Commission on Modern Slavery and Human Trafficking will provide insights on how investors can push forward this ambitious agenda.
  • UK Equity Income: Update & Outlook
    UK Equity Income: Update & Outlook
    Colin Morton, Manager, Franklin UK Equity Income Fund Recorded: Nov 28 2019 48 mins
    Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will provide an update tailored to professional fund buyers on this important asset class. Colin will share his views on how the general election and the Brexit process may impact market movements, as well as covering the key themes and stock ideas driving performance;
    •Key themes driving performance
    •Recent portfolio changes
    •Outlook and positioning
  • Delivering consistent income in volatile markets
    Delivering consistent income in volatile markets
    Investment Managers Vincent McEntegart & Jacob Vijverberg Recorded: Nov 27 2019 37 mins
    Financial markets are not coming to rest: stressed by political uncertainties, volatile equity markets and, last but not least, the low interest rate environment. How do we achieve consistent income against this backdrop of renewed volatility and uncertainty?

    Please join our webinar with Vincent McEntegart and Jacob Vijverberg, co-managers of the Kames multi-asset income strategy.

    Key highlights:
    - market update
    - benefits of a multi-asset, diversified approach for income generation
    - delivering for our clients

    Followed by a Q&A session.
  • Disruptive Technology webcast
    Disruptive Technology webcast
    Ramon Esteruelas Recorded: Nov 27 2019 26 mins
    Pourquoi la technologie disruptive est-il d’actualité ?
  • BMO Private Equity Trust Webinar with Hamish Mair
    BMO Private Equity Trust Webinar with Hamish Mair
    Hamish Mair, Head of Private Equity Recorded: Nov 27 2019 35 mins
    Hamish Mair, the manager of BMO Private Equity Trust, will discuss this long established private equity investment trust and its distinctive approach to private equity through supporting emerging managers, diversification across Europe and its innovative dividend and gearing policies.
  • Focus Solutions:Benefits, factors and tips for technology project implementation
    Focus Solutions:Benefits, factors and tips for technology project implementation
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 27 2019 3 mins
    Welcome to video four of our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Martin McHugh, Head of Delivery, who provides us with a view of the benefits, factors and tips for successful technology project implementation, including:

    What he sees as the benefits of a strong implementation process and the risks of a poor one
    What he sees as the important factors in delivering a successful project implementation, and what defines success
    What tips he would give to wealth management firms to help them improve their project implementation process
    Thank you again to Martin for his time and insights.

    More insights to follow soon....
  • Finantix’s value proposition to the wealth management sector
    Finantix’s value proposition to the wealth management sector
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 27 2019 3 mins
    Welcome to the second video from our new video interview series with Finantix. In this video, we interview Alessandro Tonchia, Co-Founder & Director, who provides us with:

    - The Finantix value proposition
    - Why choose Finantix?

    Thank you again to Alessandro for his time and insights.

    More insights to follow soon.....
  • The Huge Opportunity Potentially Being Missed in Emerging Markets
    The Huge Opportunity Potentially Being Missed in Emerging Markets
    Ernest Yeung Recorded: Nov 27 2019 45 mins
    For Professional Clients Only

    The vast majority of professionally invested monies flowing into emerging markets (EM) equity take a core, growth or quality investment approach. This means that investors who access the broad EM opportunity set via these types of managers can end up with portfolios highly skewed to a small number of prominent technology names in the Asian region.
    In this webinar, Portfolio Manager Ernest Yeung will shed light on the considerable opportunity potentially being missed by most EM investors. Technical elements such as the absence of private equity rigour, shareholder activism and diminishing sell-side coverage leaves a vast universe of companies that are being forgotten, but which can provide attractive prospects for investors with the breadth of research to uncover them.

    This webinar is accredited with 1 hour worth of CPD points - UK Only
  • The WealthTech Talks: Client lifecycle management for wealth mgmt - What is it?
    The WealthTech Talks: Client lifecycle management for wealth mgmt - What is it?
    Ian Woodhouse, Head of Strategy & Change, Orbium Recorded: Nov 27 2019 61 mins
    Wealth management is a business that has been built on a history of personal relationships, a deep understanding of the client and the allure of a highly personalised service. Historically, however, that model has been highly dependent on individuals and particularly relationship managers and featured little in terms of real process, workflow and focused technological support.

    In a more complex environment, think regulation, client expectations, competition, products and more, there is a striking need for process, workflow and technology to support, enhance and enable a better wealth management model. For every participant, client, adviser and wealth management business, there is a clear need and a clear benefit. Enter the role of client lifecycle management (CLM).

    CLM offers wealth managers a means to manage and coordinates the full process of the client relationship from prospecting and due diligence, to onboarding, maintaining the relationship throughout its duration, through to ‘offboarding’. For the modern wealth manager, this is a potentially fundamental toolkit to develop and benefit from a full view of the client and the client journey.

    In this webinar, you will hear from expert CLM vendors in the wealth management space who will provide their view on:

    •What CLM is, what it does and how wealth management firms can benefit
    •What needs, challenges and opportunities a wealth manager might exhibit to benefit from CLM
    •What trends are at play and what developments and capabilities are coming to further develop and improve the existing CLM offering
    •What is it wealth managers want to see from CLM now and looking forward
    •Where the CLM sits in the technology infrastructure of the modern wealth manager and how it interacts with other parts of that environment
  • Amity Insight: Mind The Gap
    Amity Insight: Mind The Gap
    Jon Mowll, Responsible Investment Analyst Dec 6 2019 2:00 pm UTC 60 mins
    Jon Mowll, Responsible Investment Analyst at EdenTree Investment Management takes us through EdenTree's latest Amity Insight: Mind The Gap
  • Schroder European Real Estate Investment Trust's Annual Results
    Schroder European Real Estate Investment Trust's Annual Results
    Jeff O'Dwyer and Andrew MacDonald Dec 9 2019 11:00 am UTC 60 mins
    Investment manager, Jeff O'Dwyer and Head of Finance, Real Estate, Andrew MacDonald present the Schroder European Real Estate Investment Trust's Annual Results
  • Building Sustainable Portfolios
    Building Sustainable Portfolios
    Armit Bhambra, Head of iShares UK Retirement, BlackRock; Guido Giese, Executive Director, Applied Equity Research, MSCI Dec 9 2019 2:00 pm UTC 75 mins
    Sustainability is the future of investing. With an improvement in investment data, more sophisticated ESG analysis and a broad range of products to choose from, investors have more choice than ever before when building sustainable portfolios. However, the industry’s rapid growth has made the space confusing and difficult to navigate. Hear from experts at MSCI & iShares as they break down the sustainable investing landscape and the various ways investors are building sustainable portfolios.

    Presented by:
    - Armit Bhambra, Head of iShares UK Retirement, BlackRock
    - Guido Giese, Executive Director, Applied Equity Research, MSCI

    Moderated by:
    - Brendan Maton, IPE
  • Global Equities 2020: Focus on quality amidst slowing growth
    Global Equities 2020: Focus on quality amidst slowing growth
    Dev Chakrabarti, Portfolio Manager Concentrated Global Equities - AllianceBernstein Dec 10 2019 9:00 am UTC 60 mins
    Dev Chakrabarti, Portfolio Manager Concentrated Global Equities at AllianceBernstein, will share his thoughts on the key challenges and opportunities ahead for global equity investors against a backdrop of slowing global economic growth. A strict focus on quality and an ability to blend out shorter-term market noise, are two key ingredients in a successful investment approach to global equities - join Dev to find out more about the best opportunities in the new year ahead.
  • Capital Cycle investing in Europe;  the challenges and opportunities today
    Capital Cycle investing in Europe; the challenges and opportunities today
    Charles Glasse, Manager of the Waverton European Dividend Growth Fund Dec 10 2019 2:30 pm UTC 60 mins
    Waverton European Team discuss Capital Cycle Investing, highlighting the challenges the team face using this philosophy due to the extended period of low real interest rate, as well as the stock opportunities available.
  • Investment Outlook 2020
    Investment Outlook 2020
    Research Team at WisdomTree Dec 11 2019 9:00 am UTC 60 mins
    Our outlook for 2020 and beyond is hinged on whether the US and China reach a trade deal or not. Will we have a trade truce or trade armageddon? If they fail to reach a deal, the global economy is likely to slide into a recession – the beginning of which has already started.

    Join us for our upcoming webinar in which we will examine the new challenges and opportunities that we expect investors to face in 2020 given this uncertain backdrop.

    Key topics:

    • Gold shines amid global macro uncertainties
    • Is Europe’s recovery losing steam?
    • Haven currencies in vogue as global economy decelerates
    • Slowing growth expectations to be a driver of bond yields
    • Cryptocurrencies: 2019 was the end of the winter - what does the future hold?
  • China: resilient despite challenges
    China: resilient despite challenges
    May Ling Wee Dec 11 2019 9:15 am UTC 60 mins
    A slowing economy, ongoing geopolitical adversity and turmoil and a ratcheting down of global growth expectations have been the backdrop for the most of 2019. Against this, what are the new opportunities – and challenges – for investors in the China market? May Ling Wee, China portfolio manager at Janus Henderson Investors will address this topic as well as provide a year-end review for Chinese equities, a portfolio update including positioning and performance review, and share the team’s outlook for 2020.
  • 2020 Investment Outlook
    2020 Investment Outlook
    [European audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell Dec 11 2019 10:00 am UTC 45 mins
    Global Markets Research, FTSE Russell.
    (Session for investors based in EMEA)

    In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • Why Asian fixed income makes sense in the face of rising uncertainty
    Why Asian fixed income makes sense in the face of rising uncertainty
    Neal Capecci, CFA, Managing Director, Portfolio Manager, Asian Fixed Income Dec 11 2019 12:00 pm UTC 5 mins
    Neal Capecci, portfolio manager, Asian fixed income, addresses some topical themes relating to Asian bonds and what makes the Asian fixed-income space stand out right now in a global context
  • Livestream Video Panel - Fixed Income outlook for 2020
    Livestream Video Panel - Fixed Income outlook for 2020
    Lothar Mentel, Tatton IM | Lidia Treiber, WisdomTree AM | Jon Jonsson, Neuberger Berman Dec 12 2019 9:30 am UTC 60 mins
    With historic yield curve inversions around the world in 2019, 2020 is poised to be another year where fixed income markets will be carefully watched by investors. This panel will focus a discussion on topics most important investors from a fixed income perspective, such as:

    - Potential monetary policy changes by the FED and the ECB
    - Global trade between the US and china
    - US Presidential Elections & Brexit

    Panellists
    Lothar Mentel, CIO, Tatton Investment Management
    Lidia Treiber, CFA - Director - Research, WisdomTree Asset Management
    Jon Jonsson, Senior Portfolio Manager - Global Fixed Income, Neuberger Berman

    Moderated by Justin Simler, Independent Expert
  • Overview of the multi-asset investment market
    Overview of the multi-asset investment market
    Paul Tinkler, Insight Development Manager Dec 12 2019 11:00 am UTC 35 mins
    Join Paul Tinkler, Insight Development Manager, 12 December at 11 am for an overview of the multi-asset investment market.

    In this webinar, he will cover:
    • Overview of the multi-asset investment market
    • The ESG market – adviser and Defaqto perspective
    • Liquidity – what can you do, as an adviser?
    • Multi-asset funds – does risk equate to return
  • TPI Webinar: Transportation
    TPI Webinar: Transportation
    TPI Dec 12 2019 4:00 pm UTC 60 mins
    Join us to discuss the latest release from the Transition Pathway Initiative (TPI). This release covers the transportation section which looks at Airlines, Autos, and the new sector of Shipping. The discussion will cover a brief overview of the TPI, the methodology and the results from these sectors. There will also be a chance for some Q&A.
  • Gervais Williams - UK General Election Special
    Gervais Williams - UK General Election Special
    Gervais Williams Dec 13 2019 10:30 am UTC 45 mins
    In this webinar, Head of Equities, Gervais Williams, will discuss the outcome of next week's General Election and what it means for the UK market.
  • Investment Outlook 2020: Living in a castle in the air
    Investment Outlook 2020: Living in a castle in the air
    Triodos IM | Hans Stegeman, Joeri de Wilde, Els Ankum-Griffioen Dec 13 2019 11:30 am UTC 30 mins
    Join this webinar with Hans Stegeman, Head of Investment Analysis & Economics, and Joeri de Wilde, Investment Strategist, for a live discussion of our views on the economy and financial markets for 2020, moderated by Els Ankum-Griffioen. Accommodative monetary policies by central banks and fiscal stimulus by governments provide a false sense of security and fuel an unsustainable status quo of lower growth and inflated asset prices. In our economic outlook for 2020, we analyse this worrying cocktail. What we need, instead, and more urgently than ever, are targeted green monetary and fiscal policies to secure sustainable economic development.
  • Election outcome –  thoughts from RLAM
    Election outcome – thoughts from RLAM
    Trevor Greetham and Melanie Baker Dec 13 2019 2:00 pm UTC 45 mins
    Following the results of what many consider to be the most divisive general election in living history, RLAM’s Head of Multi Asset, Trevor Greetham and Senior Economist, Melanie Baker come together to discuss the result and their thoughts for what it could mean for markets, the economy and different asset classes.
  • 2020 Global Outlook - Navigating the Year Ahead
    2020 Global Outlook - Navigating the Year Ahead
    HANetf, Jay Pelosky, CIO, TPW Investment Management, Kevin Carter, Founder & CIO, EMQQ Dec 18 2019 10:00 am UTC 45 mins
    As we approach the end of a decade, how should investors position portfolios in 2020?

    In this webinar, we address investor's questions such as:
    - Will continued low growth and inflation sustain the search for yield?
    - Will geopolitical overhangs, both in trade as well as Brexit, stabilise
    or fall apart?
    - Are US politics about to upset the apple cart?
    - What could surprise investors in 2020?

    And cover topics including:
    - Reflation 2020 – the big four signposts: global easing, global growth,
    US-China trade & global earnings
    - Looking to the past to guide the future. How the 1995, 1998 & 2016
    cycles can provide guidance for 2020
    - The consumer growth story – emerging markets and the digital
    revolution
    - The next billion shoppers - are internet and ecommerce sectors
    insulated from the US-China Trade War?
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Dec 19 2019 2:00 pm UTC 60 mins
    We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

    The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

    Learning Objectives:

    • Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
    • Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
    • Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
  • Multi-manager Review and Outlook Q1 2020 | BMO GAM
    Multi-manager Review and Outlook Q1 2020 | BMO GAM
    Anthony Willis and Gary Potter Jan 7 2020 11:00 am UTC 60 mins
    We would be delighted if you could join Gary Potter and Anthony Willis from the BMO Multi-Manager People on 7th January at 11am for the first of our 2020 quarterly podcasts.

    They will reflect on key stock and bond performance in 2019, as well as setting into context our BMO Multi Manager fund performance across both the Navigator and Lifestyle ranges. They will also peer into their crystal ball and highlight some of the key issues likely to influence the direction of asset class returns in 2020 as well as likely trends in the asset management industry.

    After reflecting on 2019 we’ll cast our eyes towards 2020, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned to take advantage of opportunities in the coming year.