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
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.
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