Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date REIT opportunities as inflation dominates the macro-outlook Jason Yablon, Head of U.S. Real Estate and Ji Zhang, CFA, Global Real Estate Portfolio Manager Despite the prospect of near-term volatility, REITs are well positioned to help mitigate higher interest rates, sticky inflation and challenging econo... 1 week ago | 49 mins Headwinds Become Tailwinds: Q2 China Review and 2H Outlook Brendan Ahern, Xiaolin Chen Green shoots are emerging in China. Air China has resumed international flights to the US and Europe. Ant Group is restructuring as a financial holdin... 2 weeks ago | 84 mins Investment Outlook Steve Mann, Joe Allen and Peter Brunt Our Head of Investment Specialists, Steve Mann, will be joined by fellow investment specialist Joe Allen. Together they will take a look at the key m... September 6, 2022 9:30am To Recession and Beyond! David Clark, Alasdair Birch Join the managers of TB Saracen UK Alpha Fund as they provide on update on the markets over Q2 and provide an outlook for times ahead. 1 week ago | 31 mins Global Equity Market Outlook Aaron Anderson, Fisher Investments | Senior Vice President of Research, Investment Policy Committee Member Please join one of Fisher Investments’ portfolio managers for Fisher’s outlook on global equity markets. During this webinar, Aaron Anderson, Fisher ... September 21, 2022 2:00pm Episode 3: Renminbi Review - The property sector and our currency outlook Eurizon SLJ Capital In our third 'Renminbi Review' episode, we outline our thoughts on the current market & macroeconomic events affecting the China onshore bond market. ... 2 weeks ago | 11 mins 2q22 Review & Updated Outlook: A fork in the road Henry Cobbe We review 1q22 performance and update our investment outlook for 2022. With guest speaker Natasha Sarkaria, Investment Strategist, BlackRock. 3 weeks ago | 41 mins SVM Continental Europe Fund Update September 2022 Hugh Cuthbert Join SVM's European Investment Manager, Hugh Cuthbert, for an update on the SVM Continental Europe Fund. Hugh will present an update on the fund as w... September 8, 2022 1:00pm To Recession and Beyond! David Clark, Alasdair Birch Join the managers of TB Saracen UK Alpha Fund as they provide on update on the markets over Q2 and provide an outlook for times ahead. 2 weeks ago | 31 mins Insight's quarterly fixed income review and outlook | July 2022 April LaRusse Insight's quarterly fixed income review and outlook | July 2022 3 weeks ago | 18 mins Load more