Building a Better Global Portfolio: Closed-End Funds
Join Morningstar’s Cara Esser as she moderates a panel of international closed-end fund professionals. The panel will discuss the importance of adding global CEFs to a diversified portfolio, where the best international values lie, and how the interconnectedness of the global financial marketplace is affecting investors.
Cara Esser, Closed-End Fund Analyst, Morningstar
Donald Amstad, Director of Business Development, Aberdeen Asset Management
John Cole Scott, Portfolio Manager, EVP, Closed-End Fund Advisors
Lewis Aaron, Director, Fund Consultants LLC
While investors want an efficient portfolio, and can obtain an efficient portfolio in principle, the reality is that many obstacles stand in the way of achieving this goal. Join our Global Equity team as they talk about ways to better target your investment objectives by focusing on strategies providing strong risk-adjusted returns, instead of concentrating risk in less-efficient strategies that take on high levels of active risk.
The team will discuss their research paper, Improving Active Risk Budgeting, which explores a common misconception of investors – the belief that overall equity portfolio risk is best managed by allocating the majority of the equity allocation to index strategies, while incorporating managers with a high level of active risk to generate outperformance. Our research found that in reality, such an approach often delivers inferior overall portfolio risk-adjusted returns.
Register now to secure your place and learn about a better way to maximize your risk-adjusted returns.
What’s next for investors? Northern Trust’s Chief Investment Strategist Jim McDonald and Claire Meier, sovereign analyst for international fixed income will discuss our long-term investment outlook. Learn about:
• The key investment themes you’ll want to watch in the years ahead
• Our 5-year economic and financial market return forecasts
• What it means for your investment portfolio
Join us on September 14 at 9:30 a.m. CT. Register now.
The past 48 hours have shown high levels of market volatility around the globe. Join our chief investment strategist, Jim McDonald after the U.S. markets close to learn more about the day's market activity, its impact and our views for the coming days.
Mark Gordon-James, Senior Investment Manager on Aberdeen's Emerging Markets Equity Team, speaks about the Emerging Markets Smaller Company Opportunities Fund, Inc., current Fund positioning and market commentary and outlook in the emerging markets smaller company space.
In this webcast update, Adam McCabe covers the Aberdeen Asia-Pacific Income Fund, Inc. and speaks to the structural factors that have impacted markets. Adam also speaks to recent fund performance, where he and the team are finding fixed income opportunities and provides an outlook on the region.
Fiona Manning speaks about the Latin American region and some of the macroeconomic effects that are impacting markets. She also speaks to the structural factors influencing Latin American companies and why recent market weakness presents Aberdeen with potential investment opportunities.
In this webcast, Aberdeen's Mark Daniels gives an update on the Aberdeen Australia Equity Fund, Inc. Mark covers fund performance, recent portfolio positioning and provides some macro commentary and outlook for Australian equities.
James Thom, member of Aberdeen's Asian Equity team, speaks about some of the macroeconomic issues that India is facing currently and touches on why he finds India attractive from a valuation standpoint.