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.
James Clunie, Head of Strategy, Absolute Return, provides his latest global update.
James joined Jupiter in 2013.
Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.
James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.
James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.
Private debt can offer investors the ability to mitigate credit risk as well as the potential for higher yields vs public markets. Join Kirsten Bode and Mark O’Keeffe as they discuss the opportunity set in the private lending market and why they believe now is a good time to consider an allocation.
Bambos Hambi, Head of Fund of Funds management, will provide an update on our 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.
In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson's Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.
As interest rate expectations have increased, value strategies have begun to perform following a long period of being out of favour. Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, provides an update on his latest positioning and explains why a more uncertain and volatile backdrop will create some interesting stock picking opportunities.
Francesco Curto, PhD (Global Head of CROCI Investment Strategy & Valuation Group) will talk through the recently published 2018 CROCI Outlook for equity markets, based on bottom-up analysis using CROCI’s proprietary economic valuation approach.
In our 2017 outlook, we compared the world of investment to the journey that Odysseus took to return to Ithaca from Troy. The story ultimately had a happy ending, but the journey was long and perilous, and riddled with danger. Ten years since the great financial crisis, economic growth has picked up across the major economies but equity valuations are stretched. On long-term assumptions, our analysis suggests that equities may be overvalued by as much as 25%. Even so, there are some interesting pockets of value for long-term investors.
The Outlook discusses these valuation opportunities, how to perform in a high valuation environment, the risk of bubbles, and of course regional & sectoral valuation anomalies.
It’s no longer business as usual in the multibillion-dollar tech M&A market. New buyers are displacing many of the long-time leaders, while other companies from far outside the tech industry are suddenly looking for ways to buy into new trends. To help you navigate this changing M&A landscape, join Brenon Daly, 451 Research’s Director of Financials, for a look ahead to activity in 2018. Drawing on data and insight from across 451 Research, our annual Tech M&A Outlook webinar will highlight specific trends in key enterprise IT markets – including information security, software, mobility and IoT -- that will shape dealflow and valuations in the coming year.
A new digital reality is changing the world when it comes to fixed-income investing by suppressing pricing power, wage inflation and spending growth – these changes will require lower rates for longer.
This raises the question: Can income still be found in the world of fixed income?
To find out, join this webinar where portfolio managers Christian Hantel and Wouter Van Overfelt will answer your questions and reveal:
-How to find recurring forms of income with an active approach to corporate bonds in both developed and emerging markets
-Why credit selection can help you find attractive income
-What pockets in the credit market can still provide spreads that more than compensate for the credit risk taken
Fidelity Emerging Markets Fund Manager Nick Price looks back on a stellar 2017 for emerging market equities. He discusses performance drivers, the current market environment and assesses whether the asset class can continue to ascend in 2018.
Asia-Pacific forms a key region for the Pyrford Global Total Return strategy. In this update, Paul Simons provides a summary overview of the region, why Pyrford are positive about its prospects and some examples of opportunities in which they are investing.
Vincent McEntegart, co-manager of the Kames Multi-Asset Income strategy, will explore the income theme in today’s low interest rate environment, explaining the benefits of a multi-asset approach to meet a target income of 5% per annum without taking undue levels of risk.
The eurozone is enjoying its fastest economic expansion since 2011. Emerging market growth looks self-sustaining, even if powerhouse China slows more than markets currently expect and US tax cuts could provide a decent dose of fiscal stimulus. As global economies experience a remarkably stable expansion, there is no shortage of investment opportunities. But while investors are putting money to work, they also need to prepare portfolios for potential risks.
Join Rt Hon George Osborne CH as he looks at the current state of the nation and the path that lies ahead for 2018. We will also take a deeper dive into the key drivers in fixed income markets, hearing from Ben Edwards, fund manager of the BlackRock Corporate Bond Fund and his approach to managing bonds through market inflections.
Income continues to be a scarce commodity in financial markets. Fixed income remains the most natural place to look but finding value can be a challenge in the current market environment.
Where do you look for safe yield whilst rates are going up?
To find out, join our webinar where Mark Holman of TwentyFour Asset Management will answer this question and discuss:
•Where we see value for investors in 2018
•The areas of fixed income we like and why.
•A model portfolio for income generation
Union Bancaire Privée is delighted to invite you to a free online presentation followed by a Q&A session about the outlook for high yield with CDS indices on the back of rising interest rates and higher inflation expectations.
In this webinar, we will primarily address the following themes:
Macroeconomic context and high yield fundamentals
Valuation of high yield CDS indices and high yield cash bonds
Outlook for high yield CDS indices
Join other Local Authority Pension Funds on 8th March 11am to:
1. Learn more about key developments in the market that every fund manager needs to know.
2. Explore practical solutions for addressing climate change risk in pension portfolios, including responding to the TCFD recommendations.
3. Leverage insights from your peers in solving carbon-related investment challenges.
During the webinar we will explore:
- Key trends shaping climate change related financial risk.
- How to perform scenario analysis.
- Portfolio alignment strategies for a 2°C global warming pathway.
- Reducing 'Carbon price risk' while improving risk-adjusted returns in Local Authority Pension portfolios
Global Emerging Market equities have delivered very strong total returns over the last two years and headline valuations now look fair. Through our disciplined value lens we look behind this façade and highlight significant dispersion in valuations and today’s opportunities to pick up attractively valued stocks.
Head of Multi Asset, Trevor Greetham will update on the positioning of the Investment Clock in the first quarterly multi asset webinar of the quarter. He will also outline how the RL GMAPs (Global Multi Asset Portfolios) will be positioned.
Head of Global High Yield, Azhar Hussain and Fund Manager, Stephen Tapley present a webinar update following the 5 year anniversary of RLAM's Short Duration Global High Yield Bond Fund. During the webinar the managers will reflect on the journey of the Fund since launch, before providing their outlook for the coming months.