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.
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.
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.
Abdullah Al-Busairi, Director of KMEFIC FTSE Kuwait Equity UCITS ETFRecorded: Dec 5 201921 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
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.
Andrew Voysey (Soil Capital), Steven Rosenzweig (General Mills), Yasmine Svan (LGIM), Gemma James (PRI)Recorded: Dec 4 201961 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.
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.
Andre Voinea, Director, DACH Region HANetfRecorded: Dec 3 201949 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
Luke Layfield, Aviva Investors; Brendan Maton, IPERecorded: Dec 3 201963 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
Luke Layfield - Fund manager, REaLM Commercial Assets and REaLM Social Housing Funds, Aviva Investors Real Assets
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.
David Moss, Fund ManagerRecorded: Nov 29 201916 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.
Jamie Fiveash, Smart Pension; Dick Kamp, BPF Levensmiddelen; Mark Austin, Northern Trust; Brendan Maton, IPERecorded: Nov 28 201963 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
Jamie Fiveash, Chief Operating Officer, Smart Pension
Dick Kamp, Risk Manager, BPF Levensmiddelen
Mark Austin, Chair of Trustees, Northern Trust (UK) Pension Plan
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.
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: Nov 28 201958 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.
Bettina Reinboth, Head of Social Issues, PRIRecorded: Nov 28 201960 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.
Colin Morton, Manager, Franklin UK Equity Income FundRecorded: Nov 28 201948 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
Investment Managers Vincent McEntegart & Jacob VijverbergRecorded: Nov 27 201937 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.
- market update
- benefits of a multi-asset, diversified approach for income generation
- delivering for our clients
Hamish Mair, Head of Private EquityRecorded: Nov 27 201935 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.
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: Nov 27 20193 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.
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
Ian Woodhouse, Head of Strategy & Change, OrbiumRecorded: Nov 27 201961 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
Armit Bhambra, Head of iShares UK Retirement, BlackRock; Guido Giese, Executive Director, Applied Equity Research, MSCIDec 9 20192:00 pmUTC75 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.
- Armit Bhambra, Head of iShares UK Retirement, BlackRock
- Guido Giese, Executive Director, Applied Equity Research, MSCI
Dev Chakrabarti, Portfolio Manager Concentrated Global Equities - AllianceBernsteinDec 10 20199:00 amUTC60 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.
Charles Glasse, Manager of the Waverton European Dividend Growth FundDec 10 20192:30 pmUTC60 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.
Research Team at WisdomTreeDec 11 20199:00 amUTC60 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.
• 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?
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.
[European audience webinar] Philip Lawlor, managing director, global markets research, FTSE RussellDec 11 201910:00 amUTC45 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.
Lothar Mentel, Tatton IM | Lidia Treiber, WisdomTree AM | Jon Jonsson, Neuberger BermanDec 12 20199:30 amUTC60 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
Lothar Mentel, CIO, Tatton Investment Management
Lidia Treiber, CFA - Director - Research, WisdomTree Asset Management
Jon Jonsson, Senior Portfolio Manager - Global Fixed Income, Neuberger Berman
Paul Tinkler, Insight Development ManagerDec 12 201911:00 amUTC35 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
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.
Triodos IM | Hans Stegeman, Joeri de Wilde, Els Ankum-GriffioenDec 13 201911:30 amUTC30 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.
Trevor Greetham and Melanie BakerDec 13 20192:00 pmUTC45 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.
HANetf, Jay Pelosky, CIO, TPW Investment Management, Kevin Carter, Founder & CIO, EMQQDec 18 201910:00 amUTC45 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
- The next billion shoppers - are internet and ecommerce sectors
insulated from the US-China Trade War?
Derek Fulton, CEO, First Trust Global PortfoliosDec 19 20192:00 pmUTC60 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.
• 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
Anthony Willis and Gary PotterJan 7 202011:00 amUTC60 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.