Better growth and weak inflation leaves the Investment Clock in the ‘Recovery’ phase of the cycle. This is good news for equities, but strong regional divergences remain. What tactical asset allocation opportunities have Fidelity Solutions identified in this environment? Anna Stupnytska, Kevin O’Nolan and Nick Peters discuss their asset allocation.
The Webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management’s Global Multi-Asset Solutions Team. Toby will talk through the key aspects of his approach with the Atlas Portfolios, the current economic landscape and market conditions, and provide an outlook for the remainder of 2015, explaining how these factors impact on his investment decisions.
Toby will then be available to answer questions that have been submitted either in advance or live during the Webinar.
Mansfield Mok will be discussing his views on China's state-owned enterprise (SOE) reform, and how to capitalize on this major theme.
*Which sectors will benefit from this reform?
*What are the characteristics of winning SOE companies?
*Who is going to benefit more? A-shares versus H-shares.
The European investment market set some new records in 2014, but has this trend continued into the first quarter of 2015?
In this webcast we will compare and contrast activity across Europe and identify the key players active and the opportunities they are seeking. We will conclude with our views on the near term outlook for the market.
Portfolio manager Chris Berrier will review the strategy's performance during the quarter and share portfolio commentary on recent investment activity and insight into certain portfolio companies that impacted performance.
Each quarter, Brown Advisory’s portfolio managers offer insights on recent results and outlooks on their strategies. We invite you to register for any of the upcoming 30-minute webcast presentations that interest you or view any past events.
To register, please click on 'attend' in the listing below. Live event participants have access to each strategy’s investment team, and all questions proposed by listeners are answered, either live or in follow-up after the webcast. For any other questions or concerns, please contact your relationship manager or call (410) 537-5550 for U.S. investors or +44 203 301 8132 for non-U.S. investors.