Portfolio Insight: UK Absolute Fund

The announcements by the Federal Reserve and Bank of Japan last week showed how trapped they are. Rates will remain low for a long time, but that may be an opportunity for investors.

Tom introduces the F&C UK Mid-Cap Fund and discusses why buying out of favour shares may feel uncomfortable, but can offer the greatest reward.




UK, mid-cap, equities, Tom Wilson, BMO, Brexit

Fund Manager, Shalin Shah and Head of Credit Research, Martin Foden consider some of the factors distorting allocation within the credit universe and the opportunities they create for investors. They offer an insight into their actively managed, low turnover approach to managing credit portfolios.

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.

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
Daniel Phillips, CFA - Senior Investment Strategist

Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.

Opportunities in emerging markets have changed over time. In this 30-minute webcast our global emerging market equities portfolio managers will discuss key themes relevant to emerging markets investing today.

Topics to be discussed include:

- Are traditional drivers of the Emerging Markets investment case such as population growth, rising consumer incomes and productivity enhancements still as relevant today as they were 20 years ago?
- Where are the opportunities to generate alpha in emerging markets today? What are the examples of market inefficiencies which prove that active fundamental based investing is relevant in the emerging markets?
- What are the implications on Emerging Markets of structurally slower growth in China?
- Does the future of EM still depend upon domestic consumption and services?

Global Economist Anna Stupnytska gives her reaction to September's FOMC meeting.

Monthly update from Head of Multi Asset Trevor Greetham on the positioning of the Investment Clock.

With developed markets grappling with heightened economic and political uncertainty, Asia’s strong domestic dynamics offer a haven of growth in these volatile times. Fidelity Asia Fund manager Teera Chanpongsang discusses the key structural drivers which are reshaping the landscape across the region.

Portfolio Manager Evan Bauman gives an update on the Legg Mason ClearBridge US Aggressive Growth Fund.