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.
The opportunity to find hidden gems among Asia’s 17,000 listed stocks is immense and nowhere is this more apparent than in smaller companies Nitin Bajaj, portfolio manager of the Fidelity Asian Values PLC, highlights some of the high quality companies he has identified as Asia's winners of tomorrow, today.
Roy Saunders of IFS Consultants is joined by Paul Hocking of Frank Hirth in the UK and Robert Kiggins of Culhane Meadows in the US to review the Limitation of Benefits provisions of US treaties and how they affect investment into business structures based in the US. Case studies will be prepared illustrating the criteria for qualification for reductions of the 30% US withholding taxes on dividends, interest and royalties.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.
Join us for our inaugural webinar which will provide quick timely insights into the equity factor market designed to leave you with key information to help you think strategically about your factor exposure. Our experts will discuss how interest rate hikes, the economic landscape, and continuous volatility impacts the markets; and suggest which factors could be used to best navigate the upcoming environment.
The 2016 FTSE Russell global smart beta survey is available now. With have the responses of over 250 asset owners across the globe giving their opinions on this new but maturing area of investment. This short film features some of the key findings from the survey - from what strategies are being used, what’s being evaluated and how the newest approaches, like factor and multi-factor indexation have faired. They disclose their investment objectives and the outcomes they’re looking to achieve. Who’s ‘buying’ Smart Beta!
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.