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 era of negative rates is nearing an end. Politicians, keen to support their economies, stand waiting to prime their economies with loose spending, funded by rock bottom yields on government debt. What will this policy shift mean for investors? Anthony Doyle, Investment Director and M&G Bond Vigilante, will be discussing the shift from monetary to fiscal policy, the implications for bond and currency markets, and how global bond investors should be positioned for the year ahead.
UBP's specialist teams cover many emerging market assets across various global locations and conduct their own direct fundamental in all major emerging markets. This presentation will set out a number of supporting reasons for investors to include Emerging Equities as part of their asset allocation strategy. We will explain how, in addition to attractive potential returns, an exposure to Emerging Equities can help to diversify a global equity portfolio so that it benefits from the current improvements in research. The presentation will also tackle the question of how to maintain better diversification within the EM universe.
Nick Langley, co-CIO of RARE Infrastructure gives an update on the recent sell off sparked by the US election result and the potential impact of rising rates on the portfolio and Infrastructure in general.
Many UK investors have a disproportionately large exposure to UK equities – despite clear and present dangers faced by some of the key sectors and industries.
Join Tom Walker as he discusses the key economic issues and presents his case for a high conviction, global equity portfolio - a simple alternative that could help to reduce concentration risk and open up new opportunities.
In order to help our clients understand the world of factor investing, we have launched a series of videos to inform about the who, what, when and where of factor investing. Watch the second episode of our factor investing series now.
In order to help our clients understand the world of factor investing, we have launched a series of videos to inform about the who, what, when and where of factor investing. Watch the first episode of our factor investing series now.
Carlos Hardenberg, lead manager of the £2bn Templeton Emerging Markets Investment Trust (TEMIT), will provide an update on emerging markets and how the portfolio is positioned to take advantage of opportunities the team has identified.
The RiskMaster Multi Asset Funds range takes a radically different approach to risk. Designed to deliver an accurate, defined level of risk, our RiskMaster Funds offer diverse investment opportunities with a forward looking risk management approach. Find out more about the Allianz RiskMaster Fund range in our quick video introduction.
The Chancellor announced less ambitious fiscal targets in the Autumn Statement last week, allowing more flexibility in the process of fiscal consolidation over the next four years. Global Economist Anna Stupnytska reveals what the statement means for investors
The result of the US election is generally positive for the healthcare sector, lifting a key political overhang surrounding the pricing of US drugs – a debate which has plagued the sector for over a year.
On this webconference, Anne Marden, Co-Portfolio Manager, and Frances Gerhold, Client Portfolio Manager, discuss key implications for healthcare companies and investment opportunities across this diverse sector.
Focus fund: JPMorgan Funds - Global Healthcare Fund
Members of RLAM's Fixed Income Team including Jonathan Platt, Azhar Hussain and Eric Holt outline where they see pockets of value within fixed income markets focusing on credit and high yield in particular.
Nick Peters gives his take on the economic and political landscape following Trump's triumph. He outlines the key risks and opportunities for investors from here and how today’s backdrop is shaping positioning across Fidelity's Multi Asset fund range.
We would like to invite you to listen to a live webcast with Nick Anderson and Hamish Chamberlayne, fund managers of the Henderson Global Care Growth Fund on Thursday 24th November at 14:00 GMT.
During the webcast, which qualifies for 30 minutes of strucutred CPD, Nick and Hamish will discuss:
•The recent progress countries have made towards meeting their COP21 climate change commitments
•The importance of positioning for a low-carbon economy
•The investment threats and opportunities posed by climate change
•Fund performance and activity
•Q&A with participants
As one of the highest-yielding regions globally, Asia continues to offer significant structural advantages in favour of consistent dividends, and this fund maintains a bottom-up investment view, which remains key to identifying attractive pockets of growth across regional markets.
Join Richard Sennitt, Fund Manager, as he provides an update on the fund and shares some insights into his hunt for Asian yield.
Blake Crawford, portfolio manager for the JPM Europe Dynamic (ex-UK) Fund, provides a bitesize update on the fund and its outlook for the future. Given the current challenging political backdrop and the uncertainties this brings Blake explains how we are navigating this environment, and looks at where this unconstrained, flexible fund is finding opportunities.
The election of Donald Trump in the US sparked a global bond sell off and significant currency fluctuations, particularly in some emerging markets. During this webcast, Ken Leech, CIO of Western Asset, will discuss the reaction of the markets and the implications for fixed income investing.
Hear Mark Jackson, client portfolio manager for the JPM Multi-Asset Income Fund, as he discusses how the fund aims to exploit income opportunities from a range of asset classes and across the capital structure. The fund pursues global diversification from both developed and emerging markets and uses a flexible allocation strategy to access the most attractive risk-adjusted yield.
A week after the U.S. Election, our CIOs have now had time to assimilate the results of the election and thoughtfully consider the investment implications of President-elect Trump, a republican house and republican Senate.
Michael Clark reflects on how the recent fall in sterling has impacted the outlook for UK dividends. He also reveals some of the quality stocks he believes can deliver for the Fidelity MoneyBuilder Dividend and Enhanced Income funds in these uncertain times.
Is this this beginning of the end of QE? Will interest rates finally end their continuous downward march? What happens to equity markets if they do? Listen to our 2017 Investment Outlook, “Beyond the Shadow of QE”, to find out how to take advantage of the changing landscape with Daniel Morris, Senior Investment Strategist.
Ben Russon manager of the Franklin UK Opportunities Fund and co-manager of the Franklin UK Managers’ Focus Fund will outline the Franklin UK Equity Team’s outlook for 2017. Ben will touch on their experiences and learning from 2016 and outline where they see the biggest opportunities and risks for 2017. At a portfolio level, Ben will also cover how the team expect to position their portfolios in a market dominated by low rates, high valuations and sterling weakness.
Please join James Elliot (Chief Investment Officer for Multi-Asset Solutions International) and Shrenick Shah—portfolio managers for the Global Macro strategy—as they provide an update on the macro environment, and the positioning and performance for the strategy’s flagship fund, Global Macro Opportunities Fund.
The fund aims to deliver positive returns over the medium term by capitalising on trends and changes in the global macro environment. Using a research-driven approach, the fund leverages the expertise of an experienced team of portfolio managers and strategists, whose macro views are reflected across a set of traditional and sophisticated strategies.
Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund
How do you make sure changes are smoothly implemented? How do you achieve lasting benefits? Kevin Johnson focuses on the impact of change on people as they move from one situation to another.
Kevin gained the majority of his business experience in senior management in the financial services industry. As a senior consultant he worked with blue chip organisations across Europe, Asia and the United States including Banco de Portugal, Ford Europe, VW, the Whitbread Group and Delta Airlines.
Head of Derivatives, Darren Bustin will review the current political climate considering how unpredictability is impacting bond investors. Darren will review expected versus actual bond market reactions and outline the role absolute return strategies can play in adapting to this.
2016 proved to be an eventful year for global markets, with politics and policy moves taking centre stage. As we enter the new year, should we expect more of the same? In a live and interactive webcast, Fidelity’s Global Equity and Fixed Income CIOs Dominic Rossi and Charles McKenzie will answer your questions and discuss some of the key themes that are set to drive markets in the year ahead.
Global family offices and high net worth individuals have over US$50 trillion in assets to deploy. By 2025, this asset volume is expected to surpass US$100 trillion. This group represents a powerful force for good in the financing of climate solutions and the transition of the financial system towards low-carbon investments, across all asset classes. This webinar will explore low-carbon investment strategies for private investors in the context of a market transition away from fossil fuels and the economy-wide decarbonisation targets reaffirmed in Marrakech.
Leading private wealth advisors are increasingly being asked to measure the impact of their strategies on climate targets, and to incorporate climate value creation metrics into their investment decision-making.
In this ET Index Research webinar industry experts will explain:
• Why leading wealth advisors are adjusting their strategies across asset classes to capture the upside of a market-led transition to zero carbon energy systems
• How family office investors and their advisors can protect their portfolios through the low carbon transition and use strategic capital deployment to accelerate an economy-wide transition.
• What impact private wealth investment decisions mean for the future of climate change policy action and the market-based transition away from fossil fuels.
James Cameron, Co-Chair, ET Index; Founding Partner, SystemiQ; Chairman, Overseas Development Institute
Sir Ed Davey, Chairnan, Mongoose Energy
Richard Azarnia, Fluktuat family office
Carl Tishler, Direct Investor, former CIO, Infraventus Group
The purpose of this webinar is to review 2016's fourth quarter and to discuss what Philippe Jabre believes is a paradigm shift for Global Market activity following the Trump win and how it will benefit active fund management.
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
Jim McDonald - Chief Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
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.