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.
Anthony Renshaw, Ph.D., Director of Index Solutions at AxiomaRecorded: Feb 15 201940 mins
Environmental, social and governance (ESG) data availability, marketing presence and regulation have increased dramatically in the last few years. According to PwC’s 2016 ESG Pulse study, as recently as 2011, only 20% of the companies in the S&P 500 Index even reported ESG metrics; the percentage is now over 80%.
In this webinar, Anthony Renshaw, Ph.D., Director of Index Solutions at Axioma discussed his recent whitepaper, ESG’s Evolving Performance: First Do No Harm where he evaluated the investment performance of ESG, paying particular attention to recent performance and highlighting the difference between ESG scores that overlap with traditional risk model factors and those that don’t.
Christoph V. Schon, Executive Director of Applied ResearchRecorded: Feb 15 201954 mins
The last quarter of 2018 saw profound changes in the risk environment and multi-asset class correlations. While in early October, markets were still concerned about high inflation caused by strong labor conditions market and wage growth, traders have since dramatically lowered their interest rate expectations, fueled by ‘dovish’ Fed comments. In this webinar, Christoph V. Schon, Axioma's Executive Director of Applied Research, examined how portfolio risk has changed from very little diversification in a climate of inflation fears to a ‘flight-to-quality’ environment entirely dominated by stock market volatility.
On 15 February 2019 at 15:00 CET, James Ross, Co-Manager of the Janus Henderson Horizon Pan European Equity Fund, will deliver the latest update on his quality growth European equities strategy. As part of his presentation, James will provide an overview of the current market backdrop, and the prospects for better quality, more defensive stocks in 2019.
Gregg Guerin, Senior Product Specialist & Anthony Beevers, Portfolio ManagerRecorded: Feb 14 201927 mins
Many investment professionals are aware of factors and their presence and effect on the equity markets. However, factors are not bound by asset class and some of the same factors that exist in equity markets are also present in other asset classes, such as the FX markets. 2018 was a year where almost every asset class had negative returns, however currencies chosen using certain factors actually produced positive returns.
Portfolio Manager Anthony Beevers will provide a detailed Market review of how certain factors affected the FX markets in 2018, and how that translated into a positive total return.
Carl Stick and Alan DobbieRecorded: Feb 14 201944 mins
Please join Rathbone Income Fund managers, Carl Stick and Alan Dobbie on Thursday 14th February at 10.30am for our live webcast.
They will review performance of the Rathbone Income Fund in 2018. As well as discussing the strategy and positioning of the fund; looking ahead and considering where opportunities for long term performance may be found in the current landscape.
Put your questions to Carl and Alan in advance or during the call using the 'questions' tab at the top of the video screen. If you are unable to join us at 10:30am a recording will be available 'on demand' after the call.
Val Wotton, Pierre Khemdoudi, Iain Mackay, Ed Oliver and Elizabeth PfeutiRecorded: Feb 13 201956 mins
The Securities Financing Transactions Regulation is set to shake up how investors, large and small, trade. Increased transparency and reporting under the new rules aim to improve risk management across the post-trade landscape, but are all players aware of their new responsibilities?
A panel of experts discuss the incoming regulation, what it means for the sector – and if everyone is prepared for its arrival.
Val Wotton, Managing Director, Product Development & Strategy, Trade Reporting, Derivatives and Collateral Management, DTCC
Pierre Khemdoudi, Managing Director – Securities Finance, Delta One and Dividend Forecasting, IHS Markit
Iain Mackay,Global Post Trade Owner, Equilend
Ed Oliver, Managing Director, Product Development, eSecLending
Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of InternationalRecorded: Feb 13 201953 mins
Chinese retail web sales totaled US$1.14 trillion in 2017 (over twice as much as the United States), and online shopping accounted for 19.6% of all retail purchases. Despite the massive size of China’s online retail market, it still has room to grow, with an internet penetration rate of only 57.7% as opposed to 88.5% in the United States.
KraneShares Chief Investment Officer, Brendan Ahern, provides an introduction to the growing China Internet sector and the KraneShares CSI China Internet UCITS ETF (ticker: KWEB), now available on the London Stock Exchange.
Erik Keller, Ralph BerkienRecorded: Feb 13 201949 mins
In this webinar will bring together two of our leading investment teams in the Credit markets, the fundamental Global Credit and the Multi-Factor Credit teams, for an engaging and interactive discussion on the sector.
We’ll initially cover our macro views to frame the conversation and then we will take a look at how the different teams address portfolio construction and implementation, credit selection, correlation, sector and geographic weights.
Volatility in stockmarkets is producing interesting opportunities. But given the risk of trade wars escalating, the managers of the Artemis Global Select Fund are taking a cautious approach. Alex Illingworth is in conversation with Vik Heerah.
David Schofield and Iheshan FaaseeRecorded: Feb 12 201933 mins
Date: 12 February 2019 | Time: 2pm (GMT)
Volatility is one of the few things we can be sure of in stock markets, and it certainly seems to be back with a vengeance since October of last year. The fact that stock prices and markets move around is a given, but interpreting the fundamental macro or micro-economic drivers of that volatility is more challenging.
But is this really necessary? And indeed, is volatility something to be feared, to be eradicated wherever possible? Since volatility is itself volatile, should we always try to hide from it or are there times we can harness it as a useful indicator and a source of return? Can portfolios that adapt their risk exposure based on current volatility in the market be more efficient than simply allocating between low volatility and core equity strategies?
Intech has over 30 years’ experience in understanding and making use of volatility to build equity portfolios with a variety of different risk and return characteristics. This session will focus on:
•Understanding the relationship between volatility and market drawdowns
•The behaviour of markets in different volatility regimes
•Building portfolios that vary their beta in a timely fashion to these changing regimes without timing the market
Jesper Koll, WisdomTree's Head of JapanRecorded: Feb 12 201944 mins
2019/20 is poised to be a relatively good year for Japanese risk assets, with a focus on Japan small-cap equities in particular. The deep-value of attractive valuations can potentially be unlocked by the combination of positive domestic growth surprises, rising M&A activity, as well as stable monetary and fiscal policy support. Against a backdrop of global uncertainty, Japanese domestic small cap stocks appear a great place to hide for outperformance.
Attendees will be eligible for 50 minutes of structured CPD credits.
Christopher Bates (FTSE Russell), Fong Yee Chan (FTSE Russell), Patrick Kondarjian (HSBC)Recorded: Feb 12 201943 mins
FTSE Russell is delighted to announce the launch of a new custom UK equity index, based on its ESG Ratings: The FTSE UK 100 ESG Select Index, resulting from a close collaboration with HSBC Bank’s Client Solutions Group.
The FTSE UK 100 ESG Select Index is designed to measure the performance of the top 100 ESG-rated companies within the FTSE All-Share Index, as demonstrated by their Environmental, Social and Governance practices.
The constituents are weighted on their investable market capitalization. The index rebalances quarterly, in line with the FTSE UK Index Series. This transparent methodology achieves index exposure to the UK equity market whilst considering the companies’ ESG Ratings.
FTSE Russell and HSBC are delighted to invite you to join this webinar where you will gain insights into UK equity macro trends, FTSE Russell ESG Ratings, and investing in ESG via structured products.
This webinar will cover:
• UK Equity perspectives for 2019 and beyond
Christopher Bates, associate director, global research, FTSE Russell
• Integrating sustainability and ESG considerations into benchmarks
Fong Yee Chan, senior product manager, sustainable investment, FTSE Russell
• Meeting clients’ demand for ESG solutions & Creating an ESG index to support the transition to sustainable investments
Patrick Kondarjian, EMEA Head of Sales, Equity Derivatives, HSBC
• Q&A from the audience
*** Please note that this webinar is addressed exclusively to professional investors in jurisdictions where HSBC investments or products are approved for distribution. ***
Colin Fleury & David MilwardRecorded: Feb 7 201945 mins
Date: 7 February 2019 | Time: 10am (GMT)
2018 proved to be quite a turbulent year from the start with the volatility in the markets continuing into the year end, culminating in a very negative end to the year for risk assets.
How did the Multi Asset Credit Fund (MAC) fare in such an environment? How did the underlying asset classes perform? Given the Q4 2018 repricing in the markets, is it time to add yield into the portfolio? What does 2019 hold in store for fixed income investors?
In this webcast, Head of Secured Credit, Colin Fleury, and Head of Loans, David Milward, portfolio managers of the fund will address these issues, explaining their asset allocation preferences while sharing their thoughts on the markets. The webcast session will also include a review of the performance of the fund and a summary of current positioning.
• Market review
• Performance and positioning
• Trends in the underlying asset classes
• Outlook and Q&A
David Jane & Anthony RaynerRecorded: Feb 7 201942 mins
As markets continue to grapple with the uncertainties of geopolitical events across the globe, Miton multi asset fund managers David Jane and Anthony Rayner will give their insights, thoughts and positioning in this webinar.
HANetf and Kevin Carter Founder & Chief Investment Officer, EMQQRecorded: Feb 6 201931 mins
As the trade war with China rages on and emerging market equities enter a full bear market, do you know the best opportunities to capitalize on in 2019? HANetf and EMQQ Index will explore the improving fundamentals in the consumer growth story of emerging markets and identify a unique set of circumstances created for investors by the trade war.
Policy tightening is meeting slower economic growth, a trade war and widespread displeasure with ineffective political solutions. The good news is that investors, sensitive to the complacency that defined the pre-Lehman years, may have overly discounted the slowdown....assuming it will be as toxic as the 2008 crisis.
As the storm rages on, James Thomson will discuss how the Rathbone Global Opportunities fund is positioned, key drivers of recent performance, and the likely opportunities and dangers of the year ahead.
Put your questions to James in advance or during the call using the 'questions' tab at the top of the video screen. If you are unable to join us at 10:00am a recording will be available 'on demand' after the call.
Keith A. Balter, Director, Economic Research, Hancock Natural Resource GroupRecorded: Feb 5 20197 mins
Much has been written about how the U.S.-China trade war has hurt investor sentiment and the macroeconomic environment. But how has the dispute impacted farmland investors and how has it affected global agricultural trade flow? Keith A. Balter, Director, Economic Research, Hancock Natural Resource Group takes a closer look.
Daniel S. Janis III, Senior Portfolio Manager, Multi-Sector Fixed Income, Manulife Asset ManagementRecorded: Feb 5 20196 mins
At this stage in the credit cycle, how should fixed-income investors approach the asset class and how will the strength of the U.S. dollar affect returns? Daniel S. Janis III, who leads our Multi-Sector Fixed Income team, shares his views. He also takes a closer look at emerging markets (EM) and explains why he believes select opportunities could be found within the EM universe.
Gregg Guerin, Senior Product SpecialistFeb 19 20192:00 pmUTC60 mins
Forecast: Cloudy with a strong chance of innovation and growth
The growth Cloud Computing has experienced in the last decade is showing no real signs of slowing down.
In fact, at First Trust, we are confident the innovative technology has the potential to change the world across both business and social boundaries…while being the next big step in the history of computing.
The market estimates are also positive, with the International Data Corporation estimating that the Cloud Computing market will achieve a compound five-year annual growth rate (CAGR) of 21.9% between 2016 and 2021.
As part IV of First Trust’s “Power of Thematic Investing Series” this webinar will discuss:
• What is Cloud Computing
• Brief history of Computing
• Previous Estimates on Cloud Computing Growth
• Cloud Computing Actual Growth & Forecasts
• Introduction to First Trust’s Unique Pure-Play Cloud Computing UCITS ETF (FSKY)
Morgane Delledonne, ETF Investment StrategistFeb 19 20192:00 pmUTC45 mins
Morgane discusses the macro and ETF trends emerging from 2018 and expected to roll into 2019, including emerging market fundamentals, risk on/off attitudes and how to de-risk portfolios while the US$’s appeal loses momentum.
Tasha Vashisht, Scorpio Partnership and Philipp ZerhusenFeb 19 20193:00 pmUTC29 mins
As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.
Listen to the first of these 30-minute live sessions, and hear from two of the experts behind this industry research into the needs of high net worth clients, Philipp Zerhusen, FactSet and Tasha Vashisht, Scorpio Partnership. As industry professionals and consultants to financial advisors across the globe, our speakers share their insight on how the five tactics discussed in the first part of our eBook, Making Digital Pay, can be applied to the client experience and advisor workflow to develop a digital strategy that adds value - to the firm, to your high net worth investors, and to your book of business.
Francesco Curto, PhD, Head of CROCI; Colin McKenzie, Head of CROCI IntelligenceFeb 25 20192:45 pmUTC45 mins
During the past decade, equity investors have benefitted from two principal trends: the inflation of asset prices via quantitative easing and strong earnings growth from the Technology sector. Both these trends are now showing signs of fatigue. In 2019, investors face a choice between Scylla and Charybdis.
For investors, Charybdis is the central banks’ tightening programmes: excessive tightening risks creating a whirlpool which rapidly deflates asset prices. The alternative is Scylla: this would involve fewer rate hikes, a synchronised global economic slowdown and the hope that the journey does not veer off course. Odysseus chose Scylla—a rational choice that kept the ship safe in return for the sacrifice of a few sailors. Conservatism might dictate a similar choice to policymakers now.
Our bottom-up analysis suggests that a slowdown is well underway, with capex falling and risk premia rising. Equity valuations may still be rich at the market level, but there are few alternatives available to investors and good pockets of value are starting to emerge for astute investors.
Arti Bareja, Head of Investor Relations, ClearlySo, and Martin Jacobson, Professional Poker Player and Impact InvestorFeb 25 20193:00 pmUTC45 mins
Impact investors come in all shapes and sizes, and from all backgrounds including the world of poker. In 2014, Martin Jacobson won the World Series of Poker, the $10,000,000 prize was the fifth largest single payout in the history of the tournament, and now he is a member of the ClearlySo Angels - the UK's leading group of high-net-worth individuals and families focused on creating social and environmental impact alongside financial return.
During this webinar, ClearlySo Head of Investor Relations Arti Bareja will interview Martin to discover what led him to impact investing, the types of impact he is most interested in, and discuss what angel investors should be looking out for when investing in early stage growth businesses.
On 26th February at 15:00 CET, Fund Manager Steve Johnstone will be holding a webcast on the Janus Henderson Global Equity Market Neutral strategy. With the strategy approaching its 2-year anniversary, Steve will give a re-cap on its aims and investment process, as well as discuss performance drivers and improvements to the manager line-up.
Please take this opportunity to join David Coombs, Head of Rathbone Multi-Asset Investments on Tuesday 26 February, at 2:30pm for our live webcast.
David will update investors on the latest approach to the car crash that is Brexit and the accident waiting to happen – Europe. More positively David will cover areas where he feels more confident such as health, e-commerce and entertainment.
Put your questions to David in advance or during the call using the 'questions' tab at the top of the video screen. If you are unable to join us at 2:30pm a recording will be available 'on demand' after the call.
Mark Elwood - Marketing Director, TeleWareFeb 27 201910:00 amUTC45 mins
Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.
So, why aren’t more businesses and employees getting more benefits out of mobile working?
Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.
Topics we plan to cover:
• The top 3 challenges employees face when working remotely
• Is GDPR holding you back unnecessarily?
• Which types of applications, unified communications and collaboration tools are making an impact
• Why cloud communication technology is crucial to mobility, productivity and connectivity
As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.
Marketing Director, Mark Elwood will host the session and he will be joined by experts:
• Steve Haworth – TeleWare CEO
• Nigel Simpson – Sales Manager
Nick Payne, head of global emerging markets, will update you on recent developments in global emerging markets equities, where headwinds faced by the asset class in 2018 have been showing signs of easing into 2019.
He will detail why he believes that emerging markets equities remain undervalued despite this year’s rally, and explain why he favours investing in higher quality companies.
As always, Nick will be happy to take your questions.
Chi Lo and Steve FriedmanFeb 28 20193:00 pmUTC45 mins
The economic relationship between China and the US will be central to the global economy for years to come. So what do we expect to see?
During this 45-minute webcast presentation our Senior Economists from both the US and China will discuss the current relationship, their economic outlooks for both countries, and the following topics:
• The differences between China’s policy in this easing cycle from past cycles and assessment on the new policy’s effectiveness on upholding growth
• When we should expect to see the impact of China’s easing measures on growth and the markets
• An explanation on why China wants a trade deal and how the US feels about this
• What a framework change would mean to the FOMC who continues to struggle to reach its inflation objective
• The likely culprits and risks to a potential looming recession in the US
David Eiswert; Laurence TaylorMar 5 20193:00 pmUTC60 mins
Crisis, slowdown, technical sell-off, buying opportunity? Recent months have reinforced the complexities that global equity investors are facing in this late stage of the cycle. Now in the 11th year of what has been an extraordinary bull market, what is the case for equities looking forward and how can investors position portfolios for a world being shaped by rapid secular change? In this webinar, Global Focused Growth Equity Portfolio Manager David Eiswert will discuss our perspectives on equities, including cyclical and secular change and highlight how his views are shaping our portfolio today.
Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund, will give an update on the fund, its positioning and the likely opportunities and challenges over the coming months. He will look at the qualities of gold, silver and their underlying equities, and why the advent of heightened volatility could prove a real bonus for holders of the asset class.
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
Marlies van Boven, Managing Director, Research & Analytics, FTSE Russell; Brendan Maton, IPEMar 12 20193:00 pmUTC75 mins
When faced with market volatility, many institutional investors typically allocate a percentage of their portfolio to cash. Sitting, waiting, for the waters to calm before they dip their ‘investment toe’ back in.
However, non-participation presents a timing risk and may mean ‘missing the boat’ when markets calm and climb.
How can investors reduce overall portfolio risk while remaining invested? How can index-based investment approaches help investors meet their defensive objectives?
In this webinar Marlies van Boven, PhD, Managing Director Research & Analytics, FTSE Russell examines what popular indexed-based strategies can do to help limit the impact of portfolio volatility and mitigate risk.
• Volatility – what are the key drivers behind the current market volatility?
• Common defensive Index based strategies. Philosophy, design and objectives
• The Minimum Variance approach – Reducing overall portfolio volatility, while maintaining diversification
• Assessing relative performance via Analytics + FTSE Russell’s Analytics tool
Felix Goltz, Research Director, Scientific Beta, and Head of Applied Research at EDHEC-Risk Institute; Brendan Maton, IPEMar 21 20193:00 pmUTC75 mins
Factor investing offers a big promise. By identifying the persistent drivers of long-term returns in their portfolios, investors can understand which risks they are exposed to, and make explicit choices about these exposures.
When it comes to information about factors, providers offer analytic toolkits to identify the factor exposures of an investor's portfolio. However, these analytic tools do not employ academically grounded factors and their factor finding process maximises the risk of ending up with false factors. These non-standard factors also lead to mismeasurement of exposures and may capture exposure to redundant factors. In the end, analytic tools for investors do not deliver on the promise of factor investing and they also lack transparency.
This webinar will contrast factor definitions used in analytic tools offered to investors and compare them with the standard academic factors. We will also outline why the methodologies used in popular tools pose a high risk of ending up with irrelevant factors.
Kenneth Orchard’s Diversified Income Bond strategy seeks to provide attractive income by exploiting a diversified global opportunity set. Join him as he explores issues facing global investors, including the outlook for global growth (will the US “catch down”, or will the rest of the world catch up?), monetary policies, and volatility. He will also discuss where he sees risks and opportunities, and how to navigate uncertain markets in 2019.