After the ECB-inspired rally, is there still value in Europe? Which European stocks are attractive? And should investors hedge their exposure to the euro?
Mark Page, manager of the Artemis European Opportunities Fund, will answer your questions about Europe. He will also discuss his distinctive approach to selecting stocks – one that has made his fund a top-quartile performer since launch.
The dial in details are:
0203 003 2666 or 0808 109 0700
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 email@example.com 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
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.