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 i
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
RecordedApr 26 2012
Your place is confirmed, we'll send you email reminders
Roy Saunders of IFS Consultants is joined by Paul Hocking of Frank Hirth in the UK and Robert Kiggins of Culhane Meadows in the US to review the Limitation of Benefits provisions of US treaties and how they affect investment into business structures based in the US. Case studies will be prepared illustrating the criteria for qualification for reductions of the 30% US withholding taxes on dividends, interest and royalties.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.
Join us for our inaugural webinar which will provide quick timely insights into the equity factor market designed to leave you with key information to help you think strategically about your factor exposure. Our experts will discuss how interest rate hikes, the economic landscape, and continuous volatility impacts the markets; and suggest which factors could be used to best navigate the upcoming environment.
The 2016 FTSE Russell global smart beta survey is available now. With have the responses of over 250 asset owners across the globe giving their opinions on this new but maturing area of investment. This short film features some of the key findings from the survey - from what strategies are being used, what’s being evaluated and how the newest approaches, like factor and multi-factor indexation have faired. They disclose their investment objectives and the outcomes they’re looking to achieve. Who’s ‘buying’ Smart Beta!
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.