UK OEIC Multi-Asset Protector Fund Webcast & Competition
Investec Multi -Asset Protector Fund webcast & competition If you are registering for this webcast but haven't entered our competition to win an Apple iPad please enter now by going to www.investecassetmanagement.com/united-kingdom/financial-advisers/cofunds-competition
On 23rd April John Ventre, Head of Multi-Asset, will be hosting an interactive quarterly update on the Old Mutual Spectrum Funds.
John will talk through the current economic landscape, his thinking behind the line-up, how he is using the managers and key investment decisions.
John will also provide a summary of the asset allocation and will then be available to answer questions that have been submitted in advance by emailing firstname.lastname@example.org or live during the call.
Participant Dial In Number(s)
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
Learn how to get instant, up-to-date and accurate insights on occupier markets around the globe. Winner of the 2014 Innovation Award at the CoreNet Global UK Chapter Awards, the Global Occupier Metrics Toolkit has helped organizations take the guesswork out of their portfolio strategy. This unique, web-based tool allows users to model occupancy costs; taking into account an array of factors to make informed decisions about their location and workplace strategies for a single location or entire portfolio.
This presentation will demonstrate how to obtain the latest market research on total occupancy cost benchmarks and typical fit-out costs; converts and visualizes net and lease area; provides total occupancy cost simulation based on head count projections and workplace strategy; and includes environmental regulation and best practice information.
Learn about investing globally in private credit
Insights into private credit fundamentals worldwide
Learn how private credit is originated
Key thoughts and considerations around portfolio construction and diversification in North America, Europe, Australia/New Zealand and developed Asia
Strong corporate profitability and positive economic data have been supportive of the performance of the US stock market in the past 3 years. What can we expect going forward? Stephanie Sutton, Investment Director for US Equities, discusses the macro and market environment in the US.
James Sym, Fund Manager, will discuss the European market in relation to the business cycle approach; where he is seeing investment opportunities, the outlook for the region and explain why his funds (Schroder European Alpha Plus Fund and Schroder European Alpha Income Fund) are well positioned to take advantage going forward.
- Active, bottom-up unbenchmarked asset management is a key source of added value
- Investments in quality companies offer protection against permanent capital losses
- Focus on valuation offers protection in volatile markets
- Fundamental investment approach
- Approach works best in moderately rising or volatile markets
Join Jeremy Podger in a live webcast as he reveals how he is positioning the top quartile Fidelity Global Special Situations Fund today. He outlines why his flexible and unconstrained approach is well placed to successfully navigate an increasingly de-synchronised global recovery. Listening to this webcast qualifies for 45 minutes of structured CPD.
In his latest webcast, Portfolio Manager Alastair Mundy will discuss the latest investment opportunities he is identifying through his bottom-up contrarian investment approach. He will also discuss the latest positioning of the Investec Cautious Managed and UK Special Situations Funds
Co-Portfolio Manager, Philip Saunders will discuss the macro outlook, the prospects for asset classes in uncertain markets and the latest performance and positioning of the Investec Multi-Asset Protector Fund.
An update from Alastair Mundy on the Investec Cautious Managed Fund
- Performance update
- The Fund has outperformed the IMA Cautious Managed sector in both bull and bear markets over the last 10 years(1)
- Asset allocation and holdings
- Current portfolio breakdown
- The market is clearly cheap...or is it?
- Sovereign risk remains centre stage
- A rolling Euro crisis or a wake-up call to complacent governments?
- The rocovery is faltering, but steady, subdued global growth seems likely
- Has the equity rally ran out of steam?
- The US response - will November's mid term elections be the catalyst for fiscal restraint
- The selective opportunities offered by emerging market debt