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.
10-Year U.S. Treasury yields are currently near the 1.50% level and the majority of investors believe these rates are highly unlikely to move much lower, especially to a record low of 1%. But that's where we think they are headed. Learn more about where we go from here.
As global equity markets hover around historical highs, portfolio manager Nick Peters takes stock and outlines the key risks and opportunities for investors over the rest of the year. He also reveals how this is shaping tactical positioning across asset classes in Fidelity’s Multi Asset fund range.
Corporate behaviour is changing, and with it public companies are increasingly providing green goods, products and services as part of their business mix.
Join FTSE Russell and the London School of Economics as we explore:
• Global economic cycles, climate legislation and what to prepare for
• The risks portfolios are facing in a developing green economy
• How to measure and track portfolio exposure to the green economy
• The FTSE Green Revenues Index Series
08:00 - 09:00 San Francisco PDT
11:00 - 12:00 New York EDT
16:00 - 17:00 London BST
• Professor Sam Fankhauser PhD, Co-Director, Grantham Research Institute, London School of Economics
• Gordon Morrison FIA, Managing Director, ESG, FTSE Russell
• Kevin Bourne, Managing Director, FTSE Russell (host)
As part of our on - going 'What's Really Happening in Emerging market' series. We are now able to give you access to the hottest Emerging Markets topics in just 10 minutes! In this edition we will be focusing on Brazil, the host of this years Olympics.
Topics that will be explored in this webcast:
• Is the Brazilian economic activity really improving?
• What is the perspective for structural reforms and fiscal accounts?
• When will the Brazilian Central Bank start easing the monetary cycle?
The United States is ahead in the medal count, and it feels to investors like a variation on a longer theme: The U.S. stock market has been leading developed and emerging market indices, causing some to say "Go USA" to their portfolios. Learn why we think this is a mistake.
Executive Pay has dominated the corporate headlines once again with significant shareholder votes against remuneration policies and reports.
We believe that remuneration policies reflect a company’s culture and affect its reputation and licence to operate. We also expect focus on this area to intensify as we approach many binding remuneration policy votes in 2017.
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
Access PIN: 6608281#
Please join Shrenick Shah, Portfolio Manager for the Global Macro Opportunities Fund, and Mark Richards, Global Strategist in the Global Multi-Asset Strategy Team, for an update on the macro environment, our positioning and performance, 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 thematic 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 hear from the portfolio management team.
Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund
The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.
In this webinar you'll hear from:
Mark C. Sodergren, CFA, Senior Portfolio Manager, Quantitative Equity;
Michael Hunstad, Ph.D., Director, Quantitative Research
Join us for an update from Wes McCoy, manager of the UK Equity Unconstrained Fund. During the webcast we'll provide you with an update on the Fund's performance and positioning. You'll have the opportunity to ask questions during the webcast.
With growth improving but government bond yields contained it is a “Goldilocks” backdrop for equities and they are within touching distance of all-time highs. The Fidelity Multi Asset team look at where markets go from here and how that is reflected in positioning across their range.
Head of Credit, Eric Holt and Senior Fund Manager, Paola Binns offer an update on credit markets following the surprise Brexit result. They also outline how they will be positioning portfolios in light of this.
Samir Mehta, manager of the JOHCM Asia ex Japan Fund and Cho-Yu Kooi, manager of the JOHCM Asia ex Japan Small & Mid-Cap Fund discuss their investment philosophy and approach and gives their thoughts on the current outlook for the Asia region.
Banks design their products around the 'perfect customer.' But what about those with vulnerabilities? With an ageing population doesn't it make good business sense to design for the 'imperfect customer'?
We are delighted to invite you to join our forthcoming webcast at which our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views. There will be an opportunity to pose your questions directly to Andrew.
Audience dial in numbers
Standard International Access
+44 (0) 20 3003 2701
UK Toll Free
0808 109 0701
USA Toll Free
1 877 419 2272
As part of our on - going 'What's Really Happening in Emerging market' series. We are now able to give you access to the hottest Emerging Markets topics in just 10 minutes! In this edition we will focusing what's next for Turkey.
Marcus analyses the current state of the pan-European commercial property market – both equities and bricks and mortar. He will also give his views on the recent issues surrounding liquidity on a number of open-ended property funds.
Following the UK's decision to leave the EU, the Bank of England has chosen to lower interest rates to ease the pain, could this be a short or long-term fix for the UK economy? What can we expect from markets post Brexit?
Please join Azad Zangana, Senior European Economist and Strategist, as he shares his thoughts on the current state of the economy and his outlook for the UK and global markets.
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
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses the outlook for the rest of 2016, the US elections and what this means for the fund's focus on high quality companies with sustainable dividend yields.
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
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.
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
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.
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.
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.
Market moves seem to be signaling that the persistent underperformance of the emerging markets may be behind us. Join Leon Eidelman, portfolio manager, and Luke Richdale, 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.
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
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?
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.
We'll take the time to understand physical health. Some of us may need to take care of our mental health, most of us will try and manage our financial health, but many of us remain oblivious to our emotional health. The workplace tends to be a place that people traditionally think that you have to be professional and leave your emotions at the door. Except, none of us are able to do that. In this webcast learning and organisational development leader, Sukh Pabial talks about understanding and working with our emotional intelligence.
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.