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.
John Pattullo, John Bennett and Ben Lofthouse.Recorded: Dec 11 201828 mins
John Pattullo (fixed income), John Bennett (European equities) and Ben Lofthouse (global equity income), in an informal fireside chat format, discuss lessons learned from 2018 and what they expect from the coming year. Bringing with them strong opinions and a wealth of experience, the three explore where we go from here and what it means from their different investment perspectives.
Their conversation will include:
• How late cycle are we?
• Is it time to sell tech?
• What are the prospects for Europe?
• What have we learned from market moves in 2018?
Please note this is intended for UK and European professional investors only. It is not for use by journalists. For press comment please contact your local Janus Henderson PR representative.
Christopher Gannatti, Aneeka Gupta and Nitesh Shah at WisdomTree in EuropeRecorded: Dec 11 201859 mins
During 2018, we have seen an unpredictable geopolitical landscape affecting global markets and 2019 is likely to see a continuation of this theme, with positive growth signals tempered by continuing political uncertainty across the US and Europe.
Join us for our upcoming Investment Outlook 2019 webinar, in which we will examine the new challenges and opportunities that we expect investors to face in 2019.
• Predictions for US and Europe markets in 2019
• Emerging markets outlook
• Outlook for gold and oil in 2019
• How battery technology innovation may affect demand for industrial metals
Attendees will be eligible for 50 minutes of structured CPD credits.
Sudhir Roc-Sennett, Senior Portfolio AdviserRecorded: Dec 11 201821 mins
Join us for an interactive webinar with Sudhir Roc-Sennett of the Quality Growth boutique research team. Sudhir will discuss his approach to sustainable investing in emerging markets and why ESG considerations are integral to the Quality Growth approach.
Victor Schraner, Relationship Manager, will moderate a Q&A with Sudhir.
Richard Buxton, Mark Nash and Ian OrmistonRecorded: Dec 10 20189 mins
Richard Buxton, head of UK equities, Mark Nash, head of fixed income, and Ian Ormiston, manager of the Merian Europe (ex UK) Smaller Companies Fund, address the reasons behind increased market volatility in 2018, and how investors can position for it.
Bambos Hambi, Head of Multi-Manager Strategies, provides an update on the MyFolio Range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across five risk levels.
Jeroen van Oerle, Fund Manager Robeco and Patrick Lemmens, Fund Manager RobecoRecorded: Dec 7 201831 mins
One year ago we launched the first Fintech fund. Since then, the fund has grown enormously in assets and also the performance exceeded our expectations. We have invited the managers of the fund to explain this unique opportunity to monetize digitization in the financial ecosystem.
The value of investments can fall. Investors may not get back the amount invested.
For Professional Clients and, in Switzerland, for Qualified Investors only. This is a financial promotion and is not investment advice. Any views and opinions are those of the investment manager, unless otherwise noted. For further information visit the BNY Mellon Investment Management website. INV01506
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA or the BNY Mellon funds
Trevor Greetham presents his latest quarterly update. During the webinar Trevor looks at navigating market risks, discussing the potential of a w-shaped recovery vs a bear market, as well as sharing his thoughts on Brexit as we seek to weather the impacts of this known unknown.
Tom Ross, Seth Meyer and Thomas HansonRecorded: Dec 5 201844 mins
Mixed economic data, coupled with monetary tightening, has pushed spreads and yields higher, yet labour markets remain strong and expectations are that economic growth will hold up in 2019. Identifying those credits that can stay the course and avoid those that stumble is critical. In this webcast, Tom Ross, Seth Meyer and Thomas Hanson, high yield portfolio managers at Janus Henderson Investors, explain where we are in the credit cycle and how a bottom-up process of fundamental analysis combined with managing beta through a robust risk-budgeting process can help an investor keep their footing.
Employee expectations to technology are changing rapidly. In their personal lives they often use the very latest technology, but often that can be difficult for firms to replicate. So, BYOD is becoming increasingly attractive for many employees who would like to use the technology they know and love for business as well as pleasure.
Join our panel of experts who will explore how BYOD strategies are evolving and how Re:Call from TeleWare could be the secret weapon you didn’t know you needed.
As quantitative easing draws to an end and interest rates rise, there are many challenges facing investors in the bond market. Among the most important of these is balancing risk and reward. In this webcast, James Foster, manager of the Artemis Strategic Bond Fund since launch in 2005, explained why his flexible approach to investing combined with short duration is key in this environment.
Vicki Bakshi, Catherine Hoyle and Thomas HasslRecorded: Dec 4 201828 mins
This session will be hosted by Vicki Bakhshi, Director, in the Responsible Investment team. Catherine Hoyle, Associate Analyst, will explain the background and key takeaways of the ESG disclosure at mid-cap companies project, and Thomas Hassl, Senior Associate Analyst, will give an update on Climate Action 100+ and how this has influenced the Responsible Investment team’s engagement with high-emitting companies.
All participants will be able to submit questions during the webinar, and there will be the option to replay the webinar in full.
Please register if you plan to attend. We very much hope that you will join us.
Jeff O'Dwyer & Andrew MacDonald, SchrodersRecorded: Dec 3 201844 mins
On 3 December, the end-of-year results for Schroder European Real Estate Investment Trust will be announced.
To coincide with this, please join Jeff O'Dwyer, European Investment Manager, and Andrew MacDonald, Head of Real Estate Finance, as they provide their investment outlook for 2019 and cover the main contributing and detracting factors which have affected the portfolio performance in the last year.
Richard Clode, John Pattullo, Hamish Chamberlayne & Ben LofthouseRecorded: Dec 3 20182 mins
With numerous uncertainties in the global economy, many market participants will be looking for meaningful signals about what’s to come in 2019. Here, Janus Henderson’s portfolio managers explain the themes they believe could dominate markets in the months ahead. Please visit our website to view all of the outlooks.
Investors have done a lot of clambering up ladders only to slide down more than a few snakes this year. Assistant fund manager Will McIntosh-Whyte discusses how the US Federal Reserve and G-20 leaders have been playing the game recently and how the dice may land in 2019. He also takes a look at how the multi-asset portfolios have performed this year and how they are positioned for the next.
David Jane & Anthony RaynerDec 12 201810:00 amUTC45 mins
With the recent pull-back in financial markets, Miton multi asset fund managers David Jane and Anthony Rayner will discuss their views and positioning, as well as their outlook for 2019 in this webinar.
Yoram Lustig, Head of Multi-Asset Solutions, EMEA & Andrew Armstrong, Solutions AnalystDec 12 201812:00 pmUTC45 mins
As we near 2019, a range of disruptive forces present distinct challenges for investors – playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and on the economic front as countries contend with a late-cycle environment. Yoram Lustig, T. Rowe Price’s Head of Multi-Asset EMEA, takes a closer look at the five main themes set to shape markets in 2019 and addresses how investors can prepare.
Trevor Greetham, Head of Multi Asset, Royal London Asset ManagementDec 12 20182:00 pmUTC45 mins
The US has seen one of its longest business expansions in history. RLAM’s Head of Multi Asset, Trevor Greetham, will explain why he thinks the cycle has a way to go yet, underpinning a positive view on stocks relative to bonds. However, with spare capacity scarce and inflation pressures building, investors should use the next 6 months to think carefully about how their portfolios are likely to weather the next recession. An active tactical approach is a must.
John Lloyd, CMO, ClearlySo, and Matias Wibowo, Investment Manager, ClearlySoDec 12 20183:00 pmUTC45 mins
With climate change concerns dominating the headlines, investor appetite for clean energy technology is soaring. Once considered risky and largely shunned by mainstream investors, it has now become a dominating force within the United Kingdom's rapidly growing technology startup scene.
ClearlySo CMO John Lloyd interviews clean energy and environment sector expert and Investment Manager Matias Wibowo to find out why.
This webinar will include:
- What are some of the innovative solutions helping to tackle the world's biggest environmental challenges?
- Where is the investment going? What types of businesses?
- Case studies
Mark Elwood, Marketing Director, TeleWareDec 13 201810:00 amUTC50 mins
By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.
Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:
• Understanding the needs of the millennial worker
• The key steps to providing the right technology within your digital transformation programme
• Why mobility and flexible working is the key to hiring and retaining a millennial workforce
• Demonstrating the proven link between mobility and productivity
This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
This is an opportunity to join Bryn Jones, Rathbones Head of Fixed Income and manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund, on 13th December at 11am for our live webcast. We will focus on the Strategic Bond Fund.
Bryn will be discussing how the Rathbone Strategic Bond Fund navigates fixed income and multi-asset through periods of volatility. We will also provide further detail on some of the Fund’s key components, including the volatility, sharpe ratio and correlation figures.
Put your questions to Bryn in advance or during the call using the 'questions' tab at the top of the video screen. A recording will be available 'on demand' after the call if you are unable to join us at 11am.
Alexander Gunz, Portfolio Manager, Heptagon CapitalDec 13 201811:00 amUTC45 mins
The Heptagon Future Trends Fund provides investors with access to a high-conviction, concentrated portfolio of global equities that are exposed to a diverse set of themes, all of which look set to grow in importance.
The team at Heptagon Capital has been writing proprietary thematic commentaries on topics as varied as robotics and molecular diagnostics for the last seven years.
Heptagon subsequently launched a UCITS fund centred on its best-of-breed ideas derived from this research at the start of 2016. The Fund focuses on a wide number of themes (currently 12), but invests exclusively in businesses that offer pure-play exposure to the trends in question (defined as at least 75% revenue being theme-derived).
All of the businesses in which the Fund invests are market leaders in their respective fields, spending above-average levels of research and development in order to sustain their dominant position.
Leading plays on cybersecurity, alternative energy, and robotic-assisted surgery have been the biggest contributors to returns over the past year, highlighting the diversity of the Fund.
Ben Russon, co-manager Franklin UK Managers’ Focus FundJan 10 201911:00 amUTC45 mins
In the coming months, risk premiums are likely to rise, favouring stocks which have already been largely discounted for a worst-possible Brexit outcome. Periods such as this often provide meaningful opportunities, and a prerequisite for taking advantage of them is understanding the boundaries of risk and reward. Please join Ben Russon, co-manager of the Franklin UK Managers’ Focus Fund, who will outline the Franklin UK Equity Team’s outlook for 2019.
Hosted by Lucy Walker, HEAD OF THIRD-PARTY FUNDS Sarasin & Partners.Jan 16 201910:00 amUTC45 mins
Europe’s investing landscape is complicated, but there are compelling reasons to reassess regional markets today. In this live interview, Andrew Birse, fund manager of AB's European equity portfolio, explains how his team bring a private equity-like approach to public markets, directly engage with short sellers for a broader perspective of risk and why bringing a global perspective to European stocks leads to overlooked investment opportunities.
Also in this interview
•Andrew and Lucy will discuss Europe’s current investment environment
•AB’s heritage as value investors, and why we believe clients demand return irrespective of style or factor exposures.
•AB’s differentiated investment approach
•A disciplined portfolio construction technique through cluster and correlation analysis.
•Live audience Q&A
Lucy Walker, HEAD OF THIRD-PARTY FUNDS at Sarasin & Partners.
Lucy joined Sarasin & Partners in 2011 and took on her current role in early 2016. In addition to managing a number of fund of fund portfolios, she sits on the company's investment policy committee and also runs its third-party fund analysis.