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UK Wealth Managers

  • Euro Value Credit - Q4 review
    Euro Value Credit - Q4 review
    Roberto Matta, Portfolio Manager Recorded: Jan 17 2020 15 mins
    Roberto Matta, Portfolio Manager will provide a review of the last quarter.
  • Core / Satellite Model Portfolios Using Themed Based ETFs
    Core / Satellite Model Portfolios Using Themed Based ETFs
    Allan Lane, David Patterson, Kevin Carter Recorded: Jan 16 2020 120 mins
    You'll learn about

    How the various categories of ETFs performed in 2019 and what 2020 might have in store
    Why themed investing will remain a hot favorite in the year ahead
    Things to consider when designing a Model Portfolio using themed ETFs

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    David Patterson│ Director, hanetf
    Kevin Carter │ Founding Partner, EMQQ the Emerging Markets Internet & E-Commerce ETF
  • Strategic Fixed Income outlook 2020
    Strategic Fixed Income outlook 2020
    John Pattullo & Jenna Barnard Recorded: Jan 16 2020 3 mins
    Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income at Janus Henderson Investors, will share their thoughts and views on bond markets in the coming year.
  • Kopernik Global All-Cap Equity Fund Q4 2019 Webcast
    Kopernik Global All-Cap Equity Fund Q4 2019 Webcast
    David Iben Recorded: Jan 16 2020 42 mins
    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.
  • Factor Insights: 2019 performance and the link between economic cycle & behavior
    Factor Insights: 2019 performance and the link between economic cycle & behavior
    Webinar for investors in the Americas and Europe Recorded: Jan 15 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • EdenTree Amity Short Dated Bond Fund for Charities Introduction
    EdenTree Amity Short Dated Bond Fund for Charities Introduction
    David Katimbo-Mugwanya, Fund Manager Recorded: Jan 15 2020 10 mins
    An introduction to our EdenTree Amity Short Dated Bond Fund for Charities by fund manager David Katimbo-Mugwanya.
  • Heptagon Future Trends Equity Fund Q4 2019 Webcast
    Heptagon Future Trends Equity Fund Q4 2019 Webcast
    Alexander Gunz Recorded: Jan 15 2020 31 mins
    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.
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 PM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 PM
    Dr. Ian Heslop and Justin Wells Recorded: Jan 14 2020 32 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 70268
  • ROBO Global Quarterly Investor Webinar: Q4 2019
    ROBO Global Quarterly Investor Webinar: Q4 2019
    Jeremie Capron, Lisa Chai and Nina Deka Recorded: Jan 14 2020 27 mins
    The ROBO Global innovation indices closed 2019 on a strong note, largely outperforming global equities. The Robotics & Automation Index (ROBO) returned 30.3% for the year, the Artificial Intelligence Index (THNQ) increased 37.6%, and the Healthcare Technology & Innovation Index (HTEC) rose 34.9%. The good news is that earnings growth has only just inflected and looks set to return to the double-digits in 2020. In this webinar, we will discuss key trends and big movers.
  • Introducing The Medical Cannabis and Wellness UCITS ETF
    Introducing The Medical Cannabis and Wellness UCITS ETF
    Purpose Investments & HANetf Recorded: Jan 14 2020 44 mins
    The Medical Cannabis sector is attracting huge attention from consumers, governments and investors. While US and Canadian investors have many options to gain exposure to this industry, European investors have had fewer options - until now.

    In this webinar, Purpose Investments and HANetf will discuss and take questions on:

    - The Changing Legal & Regulatory Landscape for Medical Cannabis
    - The Growth Opportunity and Investment Case
    - The Key Players & Companies in this Sector
    - Key Considerations for UCITS Investors
    - The Characteristics of CBDX: The Medical Cannabis and Wellness UCITS ETF
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 AM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 AM
    Dr. Ian Heslop and Justin Wells Recorded: Jan 14 2020 32 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 70268
  • Heptagon European Focus Equity Fund Q4 2019 Webcast
    Heptagon European Focus Equity Fund Q4 2019 Webcast
    Christian Diebitsch Recorded: Jan 13 2020 32 mins
    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.
  • Opening Bell 2020
    Opening Bell 2020
    Steven Bell, Chief Economist, BMO Global Asset Management Recorded: Jan 9 2020 35 mins
    Steven Bell discusses his outlook for the global economy and financial markets in 2020:
    - is the global manufacturing recession over?
    - life after Brexit
    - are equities over-valued?
    - where are the opportunities and threats in 2020?
  • UK Small and Mid Caps: The post-Brexit opportunity beckons
    UK Small and Mid Caps: The post-Brexit opportunity beckons
    Dan Nickols and Richard Watts Recorded: Jan 8 2020 42 mins
    After three and a half years of Brexit-related uncertainty, the UK equity market finally has some clarity. As the UK gears up for a late-January 2020 departure from the EU, what are the prospects for the UK’s small and medium-sized companies? Join our webcast on 8 January 2020 to hear from Dan Nichols, manager of the Merian UK Smaller Companies Fund and Richard Watts, manager of the Merian UK Mid Cap Fund as they discuss the huge opportunity in their area of the market and how they are positioning their funds in the current environment.

    UK Toll Free: 0808 109 0700
    Password: 70284
  • Multi-manager Review and Outlook Q1 2020 | BMO GAM
    Multi-manager Review and Outlook Q1 2020 | BMO GAM
    Anthony Willis and Gary Potter Recorded: Jan 7 2020 38 mins
    We would be delighted if you could join Gary Potter and Anthony Willis from the BMO Multi-Manager People on 7th January at 11am for the first of our 2020 quarterly webinars..

    They will reflect on key stock and bond performance in 2019, as well as setting into context our BMO Multi Manager fund performance across both the Navigator and Lifestyle ranges. They will also peer into their crystal ball and highlight some of the key issues likely to influence the direction of asset class returns in 2020 as well as likely trends in the asset management industry.

    After reflecting on 2019 we’ll cast our eyes towards 2020, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned to take advantage of opportunities in the coming year.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham Recorded: Jan 3 2020 4 mins
    Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.
  • CIO Outlook for 2020
    CIO Outlook for 2020
    Robert J. Horrocks, PhD, Chief Investment Officer and Portfolio Manager Recorded: Jan 2 2020 10 mins
    Matthews Asia CIO Robert Horrocks, PhD, says there is reason for optimism in 2020. The strength of Asia's economies and China's ongoing capital market reforms are setting the stage for future growth.
  • The ETF Weekly Update: The Battleground between Institutional & Retail Investing
    The ETF Weekly Update: The Battleground between Institutional & Retail Investing
    Allan Lane, PhD, Algo-Chain | James Shanks, Tavira | Stuart Fieldhouse,The Armchair Trader Recorded: Dec 23 2019 59 mins
    This week, You'll learn about:


    What are the key differences between an institutional & retail investor?
    In the US the race to zero on brokerage fees continues apace, where will Europe be in 2020?
    What a perfect Model Portfolio look like for each of the different segments

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    James Shanks │ Head of ETF Strategy, Tavira
    Stuart Fieldhouse | Director, The Armchair Trader
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Recorded: Dec 19 2019 60 mins
    We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

    The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

    Learning Objectives:

    • Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
    • Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
    • Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
  • Geneva WealthTech Forum – What the day’s event and learnings mean for Geneva
    Geneva WealthTech Forum – What the day’s event and learnings mean for Geneva
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 19 2019 2 mins
    During the 2019 Geneva Wealthtech Forum, we had the pleasure to interview the host for the day, Christine Ciriani, Industry Partner at Motive Partners and the former head of Capco in Switzerland.

    In this video, Christine talked to us about what the day told her about what will support the growth of Geneva (and Switzerland) as a WealthTech centre.
  • 2020 Global Outlook - Navigating the Year Ahead
    2020 Global Outlook - Navigating the Year Ahead
    HANetf, Jay Pelosky, CIO, TPW Investment Management, Kevin Carter, Founder & CIO, EMQQ Recorded: Dec 18 2019 45 mins
    As we approach the end of a decade, how should investors position portfolios in 2020?

    In this webinar, we address investor's questions such as:
    - Will continued low growth and inflation sustain the search for yield?
    - Will geopolitical overhangs, both in trade as well as Brexit, stabilise
    or fall apart?
    - Are US politics about to upset the apple cart?
    - What could surprise investors in 2020?

    And cover topics including:
    - Reflation 2020 – the big four signposts: global easing, global growth,
    US-China trade & global earnings
    - Looking to the past to guide the future. How the 1995, 1998 & 2016
    cycles can provide guidance for 2020
    - The consumer growth story – emerging markets and the digital
    revolution
    - The next billion shoppers - are internet and ecommerce sectors
    insulated from the US-China Trade War?
  • ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    Emily Chew, Global Head of ESG Research and Integration Recorded: Dec 18 2019 4 mins
    Tackling risks related to climate change has become an increasingly important priority for investors. Sustainable investing is one way in which the investment community can help to address climate-related risks. Our Global Head of ESG Research and Integration Emily Chew shares her insight.
  • An introduction to Kaizen's service offering
    An introduction to Kaizen's service offering
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 18 2019 2 mins
    Welcome to the second video of our new video interview series with London, UK-headquartered Kaizen Reporting. In this video, we interview Dario Crispini, CEO, who provides us with a quick introduction to the firm's solution offering, including:

    What are the key services
    What else the firm offers around its key services
    Thank you again to Dario for his time in providing this overview.

    More insights to follow soon.....
  • BMO UK Property Fund. End of year update: Looking forward to 2020
    BMO UK Property Fund. End of year update: Looking forward to 2020
    Guy Glover and Emma Gullifer Recorded: Dec 18 2019 29 mins
    Now that there is some clarity over the political situation, join Guy and Emma as they talk through the BMO UK Property Fund’s different approach and defensive positioning. They will provide their thoughts on the outlook for the property market in 2020, and what they are currently looking to acquire to add to the growth of the fund.
  • Focus Solutions: Intergenerational wealth transfer and the impact on UK WM
    Focus Solutions: Intergenerational wealth transfer and the impact on UK WM
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 17 2019 4 mins
    Welcome to video number six from our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Dave Upton, Managing Director, who provides us with a view on the topic of Intergenerational wealth transfer and the impact on UK wealth managers, including:

    How big of an impact this will have on UK wealth managers and how well placed they are to react?
    Beyond the headline impact, what other aspects of the impact of intergenerational wealth transfer do wealth managers in the UK have to consider
    What response or actions he sees from UK wealth managers taking on the topic of intergenerational wealth transfer
    Thank you again to Dave for his time and insights.

    More insights to follow soon.....
  • Rathbone Multi-Asset Portfolio Funds: Johnny-come-January
    Rathbone Multi-Asset Portfolio Funds: Johnny-come-January
    Will McIntosh-Whyte Jan 21 2020 10:00 am UTC 30 mins
    Dry January has dawned once again – this year with Veganuary in tow – and gyms around the world are full of Johnny-come-Januaries. So will global investors have a similar New Year’s resolution and return to the UK, that once great name of iron? Will McIntosh-Whyte lays out how the Rathbone Multi-Asset Portfolios are positioned as investors grapple with Iranian tensions, UK trade deals and a US election year.
  • What will be driving the High Yield market in 2020?
    What will be driving the High Yield market in 2020?
    Thomas Hanson, Head of High Yield and Mark Benbow, Investment Manager Jan 21 2020 10:00 am UTC 60 mins
    At the beginning of 2019, few investors were supportive of the outlook for high yield. Even fewer would have predicted that the year would turn out to be one of the best on record in terms of high yield market returns.

    Our team will discuss the key themes of the high yield market in 2019 and what will drive high yield markets in 2020.

    Against that backdrop, how have the Kames High Yield bond portfolios performed? How are we positioned going into the new year and for future success? Join us on Tuesday 21 January to hear more from our speakers.
  • WCM Global Equity Fund Q4 2019 Webcast
    WCM Global Equity Fund Q4 2019 Webcast
    WCM Investment Management Team Jan 21 2020 3:00 pm UTC 60 mins
    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.
  • TB Saracen UK Income Fund: Light At The End Of The Tunnel
    TB Saracen UK Income Fund: Light At The End Of The Tunnel
    Scott McKenzie & David Clark Jan 22 2020 10:30 am UTC 45 mins
    The UK Equity Income sector has been the foundation of many UK investor portfolios for many years and has hosted a number of our most celebrated fund managers.

    However, the traditional approach to generating income from a UK equity portfolio has increasingly come under threat with a number of the large income-generating sectors becoming ex-growth.

    Too often UK income investors find themselves reliant on a small number of high yielding businesses whose best days are behind them and where dividend payments look fragile.

    All of this has come during a time when investors have prized growth over value and UK equities have been shunned in the light of the Brexit chaos.

    Post the recent election the political outlook has become more stable and the path to Brexit should become clearer. Is there now light at the end of the tunnel ?

    When we launched the TB Saracen UK Income fund in April 2015 we were determined to take a different approach in the light of these challenges.

    We strongly believe that valuations matter and that equity income funds should provide investors with a high and growing income.

    In this webcast we review the performance of the TB Saracen UK Income fund and outline why we feel the Fund is well positioned to meet the needs of income investors.

    Some of the key themes we will address include:

    - Why value strategies are still relevant in a changing world
    - The importance of a focussed, ‘multicap’ approach
    - The risks to UK dividends going forward

    Presented by :
    Scott McKenzie, Co-Manager , TB Saracen UK Income Fund
    David Clark, Co-Manager , TB Saracen UK Income Fund
    Ellie Sluys , Communications Manager, Saracen Fund Managers
  • Proposed changes to RPI
    Proposed changes to RPI
    Jos Vermeulen, Head of Solution Design, Insight Investment Jan 22 2020 10:30 am UTC 30 mins
    •The Chancellor of the Exchequer, Sajid Javid, announced on 4 September 2019 that there will be consultation to align the retail price index (RPI) with CPIH (consumer price inflation including owner-occupied housing). The consultation will open on 11 March 2020.
    •Replacing RPI with CPIH without compensation would cut pensioners’ future income and could cost holders of index-linked gilts and other RPI-linked assets in excess of £100bn.
    •Jos Vermeulen, Head of Solution Design, will discuss the impact of such a move and highlight the action stakeholders can take ahead of the UK government’s consultation.
  • Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Arnaud Gandon Jan 22 2020 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Arnaud Gandon, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Evolving a global smaller companies strategy for 2020
    Evolving a global smaller companies strategy for 2020
    Peter Ewins, Lead Manager Jan 22 2020 2:00 pm UTC 45 mins
    In spite of a slowdown in global economic growth, 2019 ended strongly for smaller company equities with valuations in most markets seeing a re-rating. Peter discusses the BMO Global Smaller Companies trust’s performance last year, how the portfolio is positioned heading into 2020 and thoughts on the potential evolution of strategy in the coming period.
  • Waverton Southeast Asian Fund Update Q4 2019
    Waverton Southeast Asian Fund Update Q4 2019
    Brook Tellwright. Manager of the Waverton Southeast Asian Fund Jan 23 2020 9:30 am UTC 45 mins
    Brook Tellwright provides an update on the positioning of the Waverton Southeast Asian Fund and an overview of the current outlook.
  • Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Investment Team Jan 23 2020 3:00 pm UTC 60 mins
    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.
  • 20UGS TCW Unconstrained Plus Bond Strategy Q4 2019 Update Call
    20UGS TCW Unconstrained Plus Bond Strategy Q4 2019 Update Call
    Victoria Vogel, Patrick Moore Jan 23 2020 3:00 pm UTC 45 mins
    Join us for the Q4 strategy update webcast also wrapping up the year 2019. Engage with the TCW Product Specialist Team to learn about the drivers of Q4 2019 performance, the portfolio manager's outlook, and current portfolio positioning. It is also a great opportunity to re-visit key drivers of performance for the full year 2019.
  • Waverton European Capital Growth Fund Update Q4 2019
    Waverton European Capital Growth Fund Update Q4 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Jan 24 2020 3:00 pm UTC 30 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and overview of the current outlook
  • A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    Ulf Mattsson, Head of Innovation, TokenEx Jan 24 2020 6:00 pm UTC 61 mins
    With sensitive data residing everywhere, organizations becoming more mobile, and the breach epidemic growing, the need for advanced data privacy and security solutions has become even more critical. French regulators cited GDPR in fining Google $57 million and the U.K.'s Information Commissioner's Office is seeking a $230 million fine against British Airways and seeking $124 million from Marriott. Facebook is setting aside $3 billion to cover the costs of a privacy investigation launched by US regulators.

    This session will take a practical approach to address guidance and standards from the Federal Financial Institutions Examination Council (FFIEC), EU GDPR, California CCPA, NIST Risk Management Framework, COBIT and the ISO 31000 Risk management Principles and Guidelines.

    Learn how new data privacy and security techniques can help with compliance and data breaches, on-premises, and in public and private clouds.
  • Q4 2019 Overview - LF Gresham House UK Micro Cap Fund
    Q4 2019 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Jan 27 2020 9:15 am UTC 45 mins
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the fourth quarter of 2019.
  • Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Andrew Kurita Jan 27 2020 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Waverton European Dividend Growth Fund Update Q4 2019
    Waverton European Dividend Growth Fund Update Q4 2019
    Charles Glasse, Manager of the Waverton European Dividend Growth Fund Jan 28 2020 11:00 am UTC 30 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend growth Fund and an overview of the current outlook
  • Driehaus US Micro Cap Equity Fund Q4 2019 Webcast
    Driehaus US Micro Cap Equity Fund Q4 2019 Webcast
    Jeff James Jan 28 2020 3:00 pm UTC 60 mins
    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.
  • 20UGS Fiera Global Equity - Q4 2019 Update
    20UGS Fiera Global Equity - Q4 2019 Update
    Laura Cohen, Jane Connolly Jan 28 2020 3:00 pm UTC 45 mins
    Please join us for our quarter-end strategy update webinar coinciding with the year-end . Engage with the Fiera Team to learn about the drivers of Q4 2019 performance, the portfolio manager's outlook, and current portfolio positioning.It can also be a good opportunity to summarise key events of 2019, in relation to the portfolio.
  • Driehaus US Small Cap Equity Fund Q4 2019 Webcast
    Driehaus US Small Cap Equity Fund Q4 2019 Webcast
    Jeff James Jan 29 2020 3:00 pm UTC 60 mins
    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.
  • Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager) Jan 30 2020 2:00 pm UTC 46 mins
    In recent times, global interest rate markets have endured heightened volatility while certain yields across the global fixed income universe have turned negative. On this webinar, two of First Trust’s fixed income portfolio managers will discuss the opportunity set through a fixed income factor lens, as well as the attractiveness of individual country yield curves and currencies based on objective investment factors.

    Key Discussion Points:

    •Define carry, value and momentum factors impacting currencies and yield curves
    •Evidence the effectiveness of these factors
    •Apply these factors to real life examples
  • Groundhog Day for Global tech?
    Groundhog Day for Global tech?
    Richard Clode Jan 30 2020 2:00 pm UTC 60 mins
    Another strong year for technology outperformance will be met yet again by concerns on valuation and regulation. Given this has become an annual debate over the past decade, are investors looking at the sector the right way? Richard Clode, Global Technology Portfolio Manager, discusses these issues and will also cover:
    •Year-end review of tech sector
    •Update on key themes
    •Portfolio positioning and key changes
    •Performance update
    •Global Technology Strategy 2020 outlook
  • Yacktman US Equity Fund Q4 2019 Webcast
    Yacktman US Equity Fund Q4 2019 Webcast
    Jason Subotky Jan 30 2020 2:00 pm UTC 60 mins
    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.
  • ESG and the Evolution of Small Cap Investing
    ESG and the Evolution of Small Cap Investing
    Pam Hegarty and Eric McLaughlin Feb 4 2020 3:30 pm UTC 30 mins
    Investing today is moving beyond strictly modelling future cash-flows and earnings, to a paradigm where one must strive to understand and consider environmental, social and governance factors (ESG) as part of their investment rationale. Our consideration of ESG is driven by client preferences, as well as by our changing world. This can be a complicated matter for small cap investors and, because the evolution of the topic of ESG has been swift, smaller companies can have fewer resources available to deal with its ramifications.

    During this webcast, our US Equities team will discuss the four key elements of our approach to ESG integration: screening criteria, risk assessment, opportunity identification, and engagement. We will also discuss the challenges in applying ESG to the small cap universe, including lack of disclosure on the part of companies, less availability of third party data and research, and how we manage those challenges.
  • Global Markets and the Implications for Asset Allocators – Q1 2020
    Global Markets and the Implications for Asset Allocators – Q1 2020
    Yoram Lustig & Andrew Armstrong Feb 6 2020 10:00 am UTC 60 mins
    Please join us on Thursday 6th February at 10:00am GMT / 11:00am CET to hear the latest update from our Multi-Asset Solutions team.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, and Andrew Armstrong, Solutions Analyst, will discuss the key themes they expect to drive markets in the coming months and assess the implications for investment portfolios. They’ll be examining the prospects for equities, fixed income, real assets and currencies in the context of the current global economic backdrop.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • Global equities: themes and opportunities in 2020
    Global equities: themes and opportunities in 2020
    Peter Rutter Feb 12 2020 2:00 pm UTC 45 mins
    2019 proved to be a very strong year for global equities, which posted their third-best annual returns over the last 30 years. But what does 2020 have in store and where do we go from here? With over 5,000 companies to consider, global equity fund managers face a huge challenge to find the winners and avoid potential losers. How can they stand out? The answer – by thinking differently.

    Peter Rutter, Head of Equities, will discuss what the market themes are and where opportunities lie in the year ahead for global equity investing. He will also explain the differentiated, proven and repeatable process that the RLAM global equity team has developed to find stocks ‘off the beaten track’ that they think have the potential to deliver long-term performance.
  • Live Q&A: Janus Henderson UK Absolute Return 2020 Update
    Live Q&A: Janus Henderson UK Absolute Return 2020 Update
    Luke Newman Feb 18 2020 2:00 pm UTC 60 mins
    Fund Manager Luke Newman will be hosting a live Q&A session for the Janus Henderson United Kingdom Absolute Return strategy.

    The ‘Question Time’ format will allow investors to raise topics in advance of the call, please contact your local sales representative www.janushenderson.com. It will also possible to submit questions during the webcast.