Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.
Despite the uncertain political and economic landscape in the UK, portfolio manager Michael Clark is finding a number of good headline yield opportunities. In this webcast, he provides an update on his strategy and reveals how these are opportunities are playing into the positioning of the Fidelity MoneyBuilder Dividend Fund.
In this live webinar, Gary Potter will reflect on how 2016 played out in financial markets and things to watch out for in 2017. He will also talk about the new monthly income share class for our F&C MM Navigator Distribution Fund.
Value investing has had a tough time over the last 10 years as the difference in valuation between the cheapest and most expensive shares in the market has grown wider. Can value investing survive as an investment strategy in this "new world order"? In this video, Ben Whitmore, manager of the Jupiter Income Trust and Jupiter UK Special Situations Fund, explores whether value investing can survive as an investment strategy.
Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Alexander Gunz, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Income is historically expensive, but is that pricing right or wrong? In this Roundtable discussion, experts from Robeco, Brewin Dolphin, The Adviser Centre and Cambridge Associates discuss low volatility investing in both the equity and bond sectors; the risk of crowding; and the relationship between capital preservation and income generation.
Taking part are:
•Jan de Koning, Client Portfolio Manager, Robeco
•Shakista Mukhamedova, Fund Research Analyst, Brewin Dolphin
•Peter Toogood, Managing Director, Investments, The Adviser Centre
•Martin White, Senior Research Consultant, Cambridge Associates
Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove fourth-quarter performance, the team's outlook, and current portfolio positioning.
Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Join Stephanie Flanders, Chief Market Strategist for UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference and answers your questions about the issues that matter to you.
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 your clients in the months ahead.
2017 is set to be a year in which economic growth in developed economies will be just over 2%, although it remains to be seen if Trumponomics can deliver 4% growth for the US. We still prefer the US dollar and see oil prices unlikely to move above US$60-65 per barrel. Sector rotation will, we think, be an important theme of 2017 and it is right to stay with active rather than passive management. Uncertainty surrounding the Brexit process will remain, with sterling taking most of the strain, and with more political surprises potentially instore it would be prudent to expect the unexpected.
Recent political events such as the election of Donald Trump point to a more inflationary economic environment, potentially reversing some of the outperformance of ‘bond proxies’ in favour of more cyclical areas. Could this be the ‘mean reverting’ factor value investors have been waiting for? In a live webcast, Fidelity Special Situations Fund and Special Values PLC manager Alex Wright reveals the unloved sectors poised to benefit from this backdrop.
On the funds 5 year anniversary, join us for a Q&A update from manager Alan Rowsell. On the webcast, Alan will cover:
• The stocks that have helped the fund return over 110% to investors since launch
• An overview of Fund positioning and recent activity in the context of an evolving market backdrop
• Explanation of when the fund tends to outperform and underperform
• Outlook for small cap investing in 2017
Dial in details:
0800 368 0707 - UK Toll Free
Standard International Access +44 (0) 20 3059 2627
Access PIN: 9975890#
Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
In a live webcast, portfolio manager Nick Price will provide a brief update of the Fidelity Emerging Markets Fund and review performance through 2016. He will also share his views on the current market backdrop and outline the key drivers of current positioning within his portfolio. The session will provide listeners with the opportunity to pose questions to Nick.
Please join Richard Bullas, manager of the Franklin UK Smaller Companies Fund, who will share his current views and outlook for UK smaller companies. He will also share the ideas and themes that underpin his current portfolio and comment on the attractive valuation gap that he believes has opened up between UK small caps and their larger peers.
The effect of near zero interest rates and long-term persistent cheap money has driven investors to find alternatives for acceptable yield.
Please join Ian Kelly, Fund Manager, and Rupert Rucker, Client Portfolio Manager, as they share their views for 2017 and provide an update on the following funds: Schroder ISF* Global Dividend Maximiser, Schroder ISF Global Equity Yield and Schroder Global Equity Income Fund.
Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will share his views on current macro headwinds and opportunities, where the best income prospects lie and an update on the Fund’s performance, positioning and outlook.
Erik Rubingh, manager of the Global Equity Market Neutral Strategy, will explain the impact of the unique ‘True Styles’ methodology on raw equity factor performance. Chris Childs, Director Multi Strategy Investments, will then highlight the appeal of the strategy from the perspective of building a multi-asset portfolio.