Join our monthly Global Macro webcast on Thursday 12 May 2010 at 10:15am. In the call Economist, Tim Drayson will cover the key asset classes across the major world economies, setting the backdrop for both developed and developing markets. As well as outlining the key risks to our central economic scenario.
Please join Steve Ellis in this regular webcast as he looks to explain Fidelity’s Emerging Market Debt team’s views on why, in a low yield world and despite soft fundamentals, emerging market debt continues to offer an attractive income for an acceptable level of risk. The asset class has enjoyed a strong start to the year, with the supply/demand imbalance created by inflows and limited debt issuance leading yields to come in. This has resulted in an approximate 4% return for hard currency debt over the year to date. Local currency sovereign debt currently yields around 6.4%, US dollar-denominated sovereign debt yields 5.7% and US dollar-denominated corporates yield 5.2%. This compares very favorably to yields on offer from various asset classes in the developing world; particularly when considering a significant proportion of this universe is rated investment grade.
Emerging markets can throw up opportunities where one might least expect to find them. Please join Steve Ellis in discovering where the market opportunities lie.
The strong market rally early in 2015 may have been unusual, but Paras Anand believes European equities still have further upside potential. Find out which factors he thinks point to a well-supported market and why corporate earnings are likely to surprise on the upside.
Join senior portfolio manager, James P. Shanahan as he gives a quarterly update on the JPMorgan Senior Secured Loan Fund’s performance.
The JPMorgan Senior Secured Loan Fund focuses on income from a portfolio of senior secured loans of mainly US and Canadian borrowers.
On the eve of retail’s biggest annual event, ICSC ReCon in Las Vegas, DTZ proudly presents Retail Real Estate 2015: The New Frontier. Please join us as we take a deeper look at the U.S. retail marketplace in this live, interactive webcast led by Garrick Brown, one of the industry’s most engaging retail real estate thought leaders.
The fund seeks to provide a total return by investing actively in the full spectrum of global fixed income securities. The fund is not constrained by a benchmark and will invest in the best fixed income opportunities across the globe, actively allocating between government bonds, investment grade corporate bonds, high yield corporate bonds and emerging market debt from both governments and companies.
Join Gareth Isaac, co-fund manager, for an update on the fund.
With the least predictable General Election outcome in decades fast approaching, Richard Buxton, Head of UK & European Equities, will discuss the wider implications of the result for UK equities, in addition to his regular update on the Old Mutual UK Alpha Fund.
Please submit your questions for Richard in advance by emailing email@example.com or live during the call.
Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
Richard Hodges, fund manager of the Dynamic Bond Trust, takes a dynamic approach to fund management and here he will outline his current view on credit markets and how he is positioning his fund to cope with a volatile environment.
Our Economist, Tim Drayson, provides a fresh update on our latest macroeconomic views. He will examine the health of the world’s key economies and the difficulties they face both today and in the future.
Our economist Tim Drayson will provide a fresh update on how he views the state of the world's major economies, with analysis of the key challenges that still face developed market governments. Joining him will be Ben Gill, the manager of our Global Macro Themes Fund. Ben will provide insight into his own macro economic views and how these are being reflected in his active managed portfolio.
Join our webcast on Thursday 12 April at 10:15am for an update from our economist Tim Drayson about recent macro-economic developements and our outlook for the future. Afterwards fund manager Richard Black will discuss the positioning and performance of our UK Equity Income fund and the opportunities for income investors in the UK stock market.
Join our UK Alpha Trust webcast on Tuesday 20 March at 10am to hear Richard Penny, manager of this award-winning fund, provide an update on recent performance and where he is finding opportunities in the market.
Join us on Friday 16 March at 10:15am to hear from Emerging Markets Strategist, Brian Coulton, who will focus on the growth outlook for Asia. Fund Manager, Paul Hilsley will provide an update on the Asian Income Trust.
Join our webcast on Friday 17 February at 10:15am when economist Tim Drayson will discuss our outlook for the major world economies, followed by fund manager Ben Gill with an update on our Global Macro Themes Fund.