Investment Trusts and Platforms

Manage webcast
Best Advice: Closed-end Fund Forum
Platforms are providing better access to investment trusts (ITs) but there are a number of things advisers need to consider such as pricing, costs, choice and timing.

Join moderator Brian Tora, J.P. Morgan’s James Saunders Watson, and a panel of experts from The Platforum, Winterflood and Novia, as they consider:
- How buying through different platforms compares
- Where the best places to buy may be
- How ITs can fit in to asset allocation model portfolios
- How platforms can help the selection process of ITs
Apr 11 2012
51 mins
Investment Trusts and Platforms
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UK Wealth Managers

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  • J.P. Morgan Market Insights with Stephanie Flanders (Q4 2015) Oct 13 2015 1:00 pm UTC 60 mins
    Stephanie Flanders, Chief Market Strategist for the UK and Europe
    Get an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

    Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

    This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).
  • Bitesize update: JPM Multi-Asset Income Fund Sep 8 2015 8:30 am UTC 45 mins
    Talib Sheikh, portfolio manager
    Hear Talib Sheikh, JPM Multi-Asset Income Fund portfolio manager, as he discusses how the fund draws upon the global resources of J.P. Morgan Asset Management to seek out the best risk-adjusted yielding securities across geographies, asset classes, and the capital structure.
  • J.P. Morgan Emerging Market update (Q3 2015) Recorded: Jul 16 2015 40 mins
    George Iwanicki, Emerging Markets Macro Strategist
    George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the Emerging Market and Asia Pacific Equities Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

    Don't miss this opportunity to hear from our emerging market specialist and put forward your questions.

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 40916

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • J.P. Morgan Market Insights: Look for long-term investment themes in China Recorded: Jul 13 2015 31 mins
    Tai Hui, Lilian Leung and Sharene Ban
    Since September 2014, the Shanghai Composite had risen +131.1% to its most recent peak on 12 June 2015, but has now fallen -28.2% (as of July 9) from this high over the last 3 weeks.

    Listen to Tai Hui, Chief Market Strategist Asia, and Lilian Leung, our dedicated China A-shares Portfolio Manager, Sherene Ban, Client Portfolio Manager, to share their insights on the Chinese equity markets, in particular what has been happening with China A-shares.

    The discussion focuses on the following topics:
    • China A shares' recent correction and the policy response from Beijing
    • Is the rally over? If not, how should investors be positioned for China's long term growth themes
    • From a portfolio manager’s perspective: What are the opportunities and challenges investing in volatile markets such as this?
  • J.P. Morgan Market Insights with Stephanie Flanders (Q3 2015) Recorded: Jul 7 2015 58 mins
    Stephanie Flanders, Chief Market Strategist for the UK and Europe
    Join Stephanie Flanders, as she provides an interactive market update in her upcoming Market Insights webconference.

    Stephanie will explore the key trends and themes that have been shaping global markets including:
    •Greece – events have taken a dramatic turn, what are the likely implications?
    •Volatility is probably here to stay and is often being magnified by a lack of liquidity.
    •European fixed income – sell-off has helped reverse some of the negative yield, but the search for yield has not gone away
    •Europe – faster growth is now feeding through to higher corporate earnings.
    •US equities – run has continued and there are suggestions of some form of correction
    •Japanese stock market has been one of the best performing developed markets in the first half of 2015.

    This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

    To listen via telephone only please dial
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    Password: 36678
  • Bitesize update: JPM Emerging Markets and Emerging Markets Income funds Recorded: Jun 16 2015 32 mins
    Leon Eidelman, portfolio manager & Emily Whiting, client portfolio manager
    Join Emily Whiting, client portfolio manager and Leon Eidelman portfolio manager for the JPM Emerging Markets and JPM Emerging Markets Income Fund bitesize webconference, on Tuesday 16 June at 09:30 as they discuss the emerging markets environment in 2015, our portfolio positioning and why this asset class continues to be one that long-term investors shouldn't ignore.

    For listen only access please dial the following number:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    Password: 39224
    Please note slides are not available on listen only mode.
  • Bitesize update: JPM Natural Resources Fund Recorded: Jun 4 2015 29 mins
    Neil Gregson, portfolio manager
    Hear Neil Gregson, manager of the JPM Natural Resources Fund, and James Sutton, client portfolio manager, as they discuss how the fund is position to benefit from a diversified exposure to the commodities sector.

    For listen only access please dial the following number:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    Password: 39222
    Please note slides are not available on listen only mode.
  • J.P. Morgan Market Insights: Post-election special Recorded: May 11 2015 29 mins
    Stephanie Flanders, Chief Market Strategist & Stephen Macklow-Smith, portfolio manager
    Join Stephanie Flanders, chief market strategist for UK and Europe, and Stephen Macklow-Smith, portfolio manager in the European Equity team as they discuss how the results of the UK general election will potentially impact financial markets.

    No slides are available.

    If you would like to listen via telephone please dial:
    Standard International access: +44 (0) 20 3003 2666
    UK Toll Free: 0808 109 0700
    Password: 40207
  • Quarterly Emerging Market update (Q2 2015) Recorded: Apr 16 2015 46 mins
    George Iwanicki, Emerging Markets Macro Strategist
    George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the EM Equity Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 39656

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • J.P. Morgan Structured CPD call: Fixed income update Recorded: Apr 16 2015 40 mins
    Stuart Podmore, client portfolio manager
    Hear Stuart Podmore, Client Portfolio Manager, as he discusses how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.

    This call will qualify you for 30 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

    Learning objectives & outcomes
    - Good understanding of key fixed income issues that investors are likely to focus on in coming quarter
    - Better prepared to address clients' potential concerns about these issues
  • Bitesize update: JPM UK Active Index Plus Fund Recorded: Apr 14 2015 31 mins
    James Illsley, portfolio manager
    Join JPM UK Active Index Plus Fund portfolio manager James Illsley as he discusses how the fund’s bottom-up fundamental investment approach has helped the fund outperform the benchmark for 35 consecutive months on a 3 year rolling basis.

    The JPM UK Active Index Plus Fund aims to provide low cost, low tracking error and actively managed exposure to the long-term growth potential of the UK stock market. By maintaining a bias to the best value, quality and momentum stocks within an actively risk-controlled portfolio, the JPM UK Active Index Plus Fund can help to boost the returns available from the UK market over time, while controlling volatility relative to the benchmark.

    Don’t miss the opportunity to hear from James and put forward your questions.
  • J.P. Morgan Market Insights with Stephanie Flanders (Q2 2015) Recorded: Apr 8 2015 48 mins
    Stephanie Flanders, Chief Market Strategist for the UK and Europe
    Hear from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

    Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

    If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.

    Password: 36677
    +44 (0)20 3003 2666
    0808 109 0700 (UK Toll free)

    This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).
  • Bitesize update: JPM Europe Dynamic (ex-UK) Fund Recorded: Apr 2 2015 33 mins
    Jon Ingram, portfolio manager & Stephen Macklow-Smith, portfolio manager
    With the European Central Bank (ECB) having just raised its forecasts for eurozone growth and inflation for the next three years, the outlook for regional equities is bright. European companies are expected to grow their earnings further this year, and the ECB’s government bond purchase programme should support the eurozone recovery and boost confidence among corporates and households. Risks remain, however, including the ongoing Greek debt crisis and the uncertainty brought about by the May general election in the UK.

    In this context, Stephen Macklow-Smith, Europe Strategist Behavioural Finance and Jon Ingram, manager of the JPMorgan Europe Dynamic (ex-UK) Fund, share their views on the outlook for European equity investors, as well as the benefits of an unconstrained approach to investing in attractively valued, high quality European companies that are underpinned by good momentum.

    For listen only access please dial the following number:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    Password: 39218
    Please note slides are not available on listen only mode.
  • Bitesize update: JPM Multi-Asset Income Fund Recorded: Mar 3 2015 21 mins
    Nicola Rawlinson, client portfolio manager
    From April, investors who used to have to buy annuities may instead be well served by multi-asset income funds. They are easy to understand, accessible and come without the complex and expensive guarantees attached to annuities.

    Hear Nicola Rawlinson, client portfolio manager, as she discusses how the JPM Multi-Asset Income Fund aims to produce a regular, attractive level of income, by continually investigating new and alternative sources of income globally.
    Please note that questions can be submitted during the webconference.

    If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
    Password: 38585
    +44 (0)20 3003 2666
    0808 109 0700 (UK Toll free)
  • Income+ roundtable: Choosing a retirement income solution [Part three] Recorded: Feb 27 2015 5 mins
    Mike Parsons, Head of UK Sales and Alex Dryden, Market Strategist
    Earlier in 2015, we sat down with Citywire New Model Adviser and a roundtable panel of financial advisers to discuss the implications of these regulatory changes and other factors affecting pensions.

    View part three where we discuss the choosing a retirement income solution.
  • Income+ roundtable: Succession and inheritance planning opportunities [Part two] Recorded: Feb 27 2015 5 mins
    Mike Parsons, Head of UK Sales and Alex Dryden, Market Strategist
    Earlier in 2015, we sat down with Citywire New Model Adviser and a roundtable panel of financial advisers to discuss the implications of these regulatory changes and other factors affecting pensions.

    View part two where we discuss the opportunity for advisers around succession and inheritance planning
  • Income+ roundtable: Overview of regulatory changes [Part one] Recorded: Feb 27 2015 5 mins
    Mike Parsons, Head of UK Sales and Alex Dryden, Market Strategist
    Earlier in 2015, we sat down with Citywire New Model Adviser and a roundtable panel of financial advisers to discuss the implications of these regulatory changes and other factors affecting pensions.

    View part one where we discuss the overview of regulatory changes
  • Bitesize update: JPM US Equity Income Fund Recorded: Feb 26 2015 31 mins
    Fiona Harris, client portfolio manager
    Join JPM US Equity Income Fund Client Portfolio Manager, Fiona Harris, as she discusses the how fund’s focus on high quality companies with sustainable dividend yields can provide an ideal way for your clients to share in the attractive long-term returns from the US stock market.

    If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
    Password: 38584
    +44 (0)20 3003 2666
    0808 109 0700 (UK Toll free)
  • Bitesize update: JPM Japan Fund Recorded: Feb 10 2015 35 mins
    Nicholas Weindling, portfolio manager
    Japan continues to show signs of improvement both from a micro and macro perspective. Improving corporate governance, healthy earnings growth and stable political leadership are major factors helping Japan to move forward.

    Finding the companies that will do well, is best achieved through an on-the-ground presence. Hear portfolio manager Nicholas Weindling, based in Tokyo, discuss the outlook for Japan in 2015, our portfolio positioning and why the JPM Japan Fund and JPM Japanese Investment Trust are attractive choices for investors looking to fully capitalize on Japan’s economic revival.
  • J.P. Morgan Emerging Market update (Q1 2015) Recorded: Jan 27 2015 53 mins
    George Iwanicki, Emerging Markets Macro Strategist
    George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the EM Equity Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 36611

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
UK Adviser Channel
The official J.P. Morgan Asset Management webconference channel for UK Advisers, Wealth Manager and Paraplanners lets you stay up-to-date with our fund range, the investment markets and major issues currently confronting investors.

To stay up-to-date with our latest webconferences, events, whitepapers and more, follow @JPMAM_UKAdviser on Twitter.

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  • Title: Investment Trusts and Platforms
  • Live at: Apr 11 2012 12:00 pm
  • Presented by: Best Advice: Closed-end Fund Forum
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