Today low-volatility investing is gaining a broader acceptance within academic circles and among investors.
The success enjoyed by active managers has encouraged index providers and passive managers to also jump on the bandwagon and introduce low-volatility indices and ETFs. The names range from Minimum Volatility and Managed Volatility to Minimum Variance and Defensive, but they all exploit the low-volatility effect in one way or another.
Robeco’s Conservative Equity strategy has been successful in exploiting this investment anomaly for almost ten years now.
During this webinar Robeco will give some practical insight into this investment strategy:
• Short overview on the basic principles
• How to address the potential pitfalls
• Insights Robeco’s enhanced approach
• How Conservative Equity enhances your portfolio
For much of 2015, divergent monetary policy has led many investors to steer clear of US equities and led many who remain exposed to the region to adopt a core and satellite approach to investing in the region. In this webcast we will outline how the Old Mutual Global Equity team take a uniquely different approach.
Although the growth outlook may be improving, Eugene Philalithis expects political and policy moves to drive further volatility over the summer months. With the benefits of diversification set to come to the fore, he reveals how he is positioning Fidelity’s Multi Asset Income funds to deliver investors sustainable and stable income.
The Schroder Global Equity Income Fund seeks to capture income by investing in global companies that represent good value.
Ian Kelly and Jamie Lowry, co-fund managers, will discuss the danger of chasing yield for the sake of yield in the equity market and why they focus more on the overall valuation case of businesses rather than headline dividend yield numbers. They will also run through the investment philosophy employed by the fund, which they believe to be genuinely different from what many Global Equity Income managers are offering investors.
Please join Richard Bullas, co-manager of the Franklin UK Smaller Companies Fund, who will share with you his insights on UK small caps and why he believes smaller company valuations look attractive relative to the broader market.
Now in its 41st year, Money into Property tracks the size, structure and trends in capital markets across over 40 markets globally.
In this webcast Nigel will present some of the key findings from our latest Money into Property report and our near term outlook for the market globally. Nigel will be joined by Dominic and Magali who will provide their views on activity and the opportunities and risks in their respective regions, with opportunity at the end for your own questions.
Although the fundamental outlook for global growth continues to slowly improve, political and policy risks continue to loom large. The Fidelity Solutions team assess today’s complex investment backdrop and reveal how it is impacting their asset allocation calls.
A more positive outlook for the UK economy is creating some interesting growth opportunities for investors. Portfolio manager James Griffin reveals how he is positioning the Fidelity MoneyBuilder Growth Fund to capitalise on this improving environment and highlights his top stock picks.
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.