Our Portland based US equities Portfolio Managers, Don Klotter and Joel Rubenstein, discuss where they see growth opportunities in the current market environment. Innovation & disruptive business models lead the way.
As we edge nearer to the EU referendum, Fidelity Solutions' Nick Peters assess today's uncertain investment backdrop. He reveals some of the key tactical buying opportunities that are being created across asset classes by recent market movements.
Both the Schroder UK Opportunities Fund and the Schroder UK Alpha Income Fund follow an investment approach based around the business cycle, where the managers attempt to identify turning points in the cycle and then focus on the types of companies they believe will benefit from it.
Join Fund Manager Matt Hudson where he will discuss how the UK economy is going through an “economic slowdown, not a showdown” and the opportunities he is currently finding within the markets.
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.
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.