Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Peter Yi, CFA - Director of Short Duration Fixed Income
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
As investor appetite for smart beta and factor investing continues to grow, an increasing number of smart beta strategies are being introduced, but many of these strategies are designed inefficiently, exposing investors to a variety of unintended risks. Join our Global Equity team as they discuss the universe of smart beta strategies and methods of evaluating their effectiveness. Specifically, they will share analysis of how efficiently smart beta strategies capture exposure to compensated risk factors and manage unintended, uncompensated risks using a new metric, the Factor Efficiency Ratio (FER).
Register now to secure your place and learn how to evaluate the efficiency of smart beta strategies.
CIO Robert Horrocks, PhD and Portfolio Manager Kenneth Lowe, CFA
During the past year, Asia has been a source of equity market volatility, but Asia has also distinguished itself from other emerging markets in its resilience and its commitment to structural reform. Given the current valuation disparity between developed equity markets (such as the U.S. and Europe) and equity markets in Asia, it is a good time to appraise Asia's strengths and vulnerabilities in the context of today's global economic environment.
We invite you to join Matthews Asia's Chief Investment Officer Robert Horrocks, Phd, and Portfolio Manager Kenneth Lowe, CFA, for a live webcast where they will share their thoughts on conditions in Asia given current market volatility.
Portfolio Managers Teresa Kong, CFA and Andrew Mattock, CFA and Investment Strategist Andy Rothman
We invite you to join us today for a live Q&A discussion of the recent market events in China and an analysis of the broader impact on Asia's equity and fixed income markets. Our speakers on the call will be Investment Strategist Andy Rothman, Portfolio Manager Teresa Kong, CFA and Portfolio Manager Andrew Mattock, CFA.
Portfolio Managers Taizo Ishida and Robert Harvey, CFA
Just back from Vietnam, Bangladesh, Thailand, China, Singapore and Japan, join Portfolio Managers Taizo Ishida and Robert Harvey, CFA, as they share the on-the-ground sentiment, what they are hearing from companies and their outlook going forward.
During this live event we will discuss:
•How investors should view emerging markets
•How to help dampen draw-downs in EM during periods of uncertainty, thereby potentially enhancing risk-adjusted returns over the long-term
•Why we believe Asia will drive global economic growth in the decades ahead
While there is plenty of uncertainty in the markets today, periods of uncertainty often lead to opportunities for investors focused on what really matters in the years and decades ahead. We believe the emerging and frontier markets of Asia represent the most compelling growth opportunities available to investors. Please register and submit your questions to engage in this live event.
Sell-offs in Asia occur, from time-to-time. It is always difficult to know when you have hit bottom, or how long the period of poor returns will last. But we can at least see how Asia is bearing up in the current environment. We can also look at the root cause of the problems and, therefore, what the solutions may be and whether they are practical or not.
You are invited to access a presentation featuring Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, where he shares an update on the markets and where we are seeing opportunities.
Asia has been in the news lately, raising a surge of questions and concerns regarding the potential impact on the rest of the world. Investors may be accustomed to dealing with risk, or familiar with “normal” market swings and clamor from year to year, but they are finding that there is not enough context around the recent volatility. It is not about risk, but about uncertainty—"What is going on?”
During last week's live event, Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, shared his insights on: What drives sustainable growth in EM? Which markets are best priced? How do we think about recent events?
CIO Robert Horrocks, PhD, Portfolio Managers Kenneth Lowe, CFA & Kenichi Amaki
The first half of the year has been news-filled with the significant run-up of Chinese A-shares along with potential reforms and governance improvements within Japan, India and South Korea.
Given the recent increase in volatility, the following portfolio managers will share how they think about companies and what the implications of the key themes across Asia have on the positioning within our portfolios.
Andrew Mattock, CFA, Portfolio Manager and Andy Rothman, Investment Strategist
China's equity markets have been in steady decline for several weeks, raising a torrent of questions and concerns about the potential impact on the world's second-largest economy. Given that China accounts for more global growth than the U.S., Europe and Japan combined, this story is important for investors.
Andrew Mattock, Portfolio Manager and Andy Rothman, Investment Strategist will address investors' most pressing questions given the recent tumult in China's markets and share their thoughts on post sell-off valuations and potential opportunities. They will also discuss implications for China's broader economy and individual wealth along with how this may impact the liberalization of markets.
Dire headlines about China seem omnipresent, focused on slowing growth, shadow banking, and potential property bubbles. Are these concerns warranted?
Hear from expert Andy Rothman, Matthews Asia Investment Strategist, who has lived and worked in China for more than 20 years. Andy will address five key mistakes analysts make when covering China, and share his thoughts on the key problems the Chinese government needs to address.
In theory, higher U.S. interest rates make both bonds and equities look less attractive, particularly those deemed to be in riskier markets. Is this commonly held belief actually true?
Historical analysis suggests that interest rate hikes impact U.S. and Asian securities in different and possibly unexpected ways.
Matthews Asia invites you to join us for a webcast featuring Portfolio Manager Gerald Hwang, CFA, who will discuss the ways that an initial change in the U.S. Federal Funds rate could affect security values in the U.S. and Asia.
The Chinese A-share market grabbed headlines last year with its phenomenal near-term performance and increasing means of access for Western investors. But what does the investment landscape there look like for long-term investors?
Matthews Asia invites you to join us for a webcast featuring Winnie Chwang, Portfolio Manager, who will provide an overview of the Chinese A-share market and the risks and opportunities it presents. She will also discuss the implications of the Hong Kong/Shanghai Connect, and the importance of bottom-up investing in these markets.
During the year, reformist agendas throughout Asia have created optimism for the region--India generated plenty of excitement, China continued ahead with its reform process and several Asian economies focused on boosting long-term productivity and investment spending. What does 2015 hold in store for us?
Matthews Asia invites you to join us for a Market Outlook webcast featuring Robert Horrocks, PhD, Chief Investment Officer, who will share his thoughts on why he believes markets in Asia are better placed going into 2015, and discuss his reasons for optimism based on secular long-term growth drivers.
With reform-minded governments in place in China, India, Japan, Korea and Indonesia, there is now a renewed sense of optimism that recent policy announcements will be supportive of businesses in the region and contribute to delivering stronger economic growth over the long term.
In our upcoming webcast, we will take an in-depth look at these reforms and what they mean for investors in Asia. We will address the importance of looking beyond the headlines and understanding the real impact reforms can have on companies at a fundamental level. We will also explain how some companies are able to sustain growth across different economic cycles and can navigate independently of changing political views.
Matthews Asia invites you to join us for a mid-year Portfolio Manager Roundtable. With investor concerns focused on China, we will address the issues and challenges around the sustainability of China's economy. Additionally, we will discuss Asia's political landscape, highlighting this years' India and Indonesia elections and share our interpretations on what this means to investors.
Our Portfolio Managers will offer a review of the developments in Asia's equity and fixed income markets, and outline why they believe it is important to spend more time focusing on the micro rather than the macro.
They will also discuss the disparity of fundamentals and valuations of companies within developed and emerging countries of Asia, and how that impacts the performance and positioning of their strategies.
Investment Team: Robert Horrocks, PhD, CIO; Richard Gao; Winne Chwang
China’s economy is slowing. Following a decade of export-led growth and huge capital investment, the country is now undertaking a rapid and strategic evolution from a model based on high levels of credit and investment to one based more on consumer spending and high-value services. What does this mean for the Chinese economy and the region more broadly? How will investors be impacted?
In our upcoming webcast, the following Matthews Asia Portfolio Managers and analyst will explore the many misconceptions that linger with regard to China’s growth, indebtedness and ongoing reforms. They will also discuss the current volatility on equity markets in Asia and share their insights on what challenges the region faces and where they see possible opportunities for long-term investors.
One hour of CFP CE Credit and one hour of non-IMCA CE Credit for CIMA designees will be available when you listen to the full length of the webcast.
Portfolio Managers: Robert Horrocks, PhD, CIO; Teresa Kong, CFA; Yu Zhang, CFA; Taizo Ishida; Sharat Shroff, CFA
Matthews Asia invites you to join us for a Portfolio Manager Roundtable to reflect on the major events of 2013. Conventional wisdom was tested over the course of the year, with Japan emerging as the new great hope for growth while China muddled through and financial markets performed against expectations. What does 2014 hold in store for us?
During the webcast, our portfolio managers will present their views, answer your questions and, in particular, offer insights into factors that may impact some of our equity and fixed income strategies in the upcoming year.
Portfolio Managers: Robert Horrocks, PhD, CIO; Kenneth Lowe, CFA; Taizo Ishida; Lydia So, CFA
The continuation of loose monetary policy in the U.S. and the sustainability of above-average growth rates in Asia are increasingly being questioned by investors. This growing uncertainty has seen daily news flow and central bank announcements acting as key determinants to market direction.
In our upcoming Matthews Asia webcast, our presenters will take a deeper look at what’s driving the region’s markets. In the current “risk-on, risk-off” environment, they will also explain what they believe investors should really focus on, including why it’s important to separate events at a country level from those at the company level and what the potential benefits are to riding out the current waves of volatility.
Additionally, they will answer questions you may have regarding investing in the region.
Portfolio Managers: Robert Horrocks, PhD, CIO; Teresa Kong, CFA; Jesper Madsen, CFA; Sharat Shroff, CFA; Richard Gao
With macroeconomic news ranging from policy actions in Japan to diverging economic fortunes in Asia dominating the headlines, many investors are questioning what the implications are for the region’s underlying businesses.
Please join us for a Matthews Asia Portfolio Manager Roundtable in which we will offer a mid-year review of the developments in Asia’s equity and fixed income markets. Our Portfolio Managers will outline the reasons why they believe it is important to spend more time focusing on the micro rather than the macro.
Our Portfolio Managers will also discuss the performance of their strategies and why valuations in some parts of Asia are becoming stretched while in others they have yet to reflect underlying fundamentals.
Portfolio Managers: Robert Horrocks, PhD, Matthews’ CIO; Kenneth Lowe, CFA; Yu Zhang, CFA; Lydia So, CFA
Good corporate governance is essential for the sustainable development of a company and the health of an economy. As capital markets in Asia have grown, so too has the attention investors pay to the actions of companies and the commitment they make to maintaining high standards of corporate governance. A combination of government and corporate policy reform has seen an increase in corporate governance standards across Asia. In our upcoming webcast, four of our Portfolio Managers will give their perspective on this important development and discuss how they incorporate an assessment of corporate governance into their investment decisions.
Portfolio Managers: Robert Horrocks, PhD, CIO; Teresa Kong, CFA; Jesper Madsen, CFA; Richard Gao
Matthews invites you to join us for a Portfolio Manager Roundtable during which we will reflect on the major events of the year and take a closer look at what investors should focus on in this lower growth environment. With so much macro uncertainty— from expectations of monetary policy to valuations—many investors are paying ever greater attention to quality, yield and corporate governance. But what else really matters in the current environment and what doesn’t?
During the webcast, our portfolio managers will present their views, be on hand to answer your questions and in particular, offer insights into factors that may impact some of our equity and fixed income strategies in 2013.