Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on real assets.Read more >
Investment returns have been lifted by strong, supportive demographic, disinflation, globalization and leverage tailwinds over the last 3 decades. These have now abated.
Attend this webianr, where Daniel Phillipson, Executive VP of Asset Allocation Strategies will go through a roadmap for how investors should approach this new environment and where value can still be found.
Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on global rates.Read more >
Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on credit sectors.Read more >
Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on currencies.Read more >
Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on global equities.Read more >
An introduction to LGIM's Multi Asset CapabilitiesRead more >
A quick look at where PIMCO sees value in global equities over the cyclical horizonRead more >
Join Théodore Economou, CIO of Multi Asset and Chairman of LO Pension Fund Investment Committee, and Aurèle Storno, CIO of LO Pension Fund, in this webinar.
Charles St Arnaud, Senior Investment Strategist, will give a macro outlook at the beginning of the webinar.
Théodore and Aurele will then explain Lombard Odier Investment Managers’ innovative approach to asset allocation - our tried and tested ‘outcome-oriented’ approach, which means:
• Putting investors’ desired investment outcomes in the driving seat when constructing their portfolios
• Assembling fit-for-purpose portfolio building blocks according to investors’ objectives
• Finding a new liquid core portfolio allocation; a liquid, diversified multi-asset strategy with a strong focus on downside protection is best-placed to fulfill this role, in our view.
Markets entered 2018 with double-digit equity returns, strong momentum and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 will continue into 2018.
However, markets have been more uncertain year-to-date with recent volatility suggesting that change is in the wind for investors. Central banks globally are moving away from emergency levels of easing, and large fiscal stimulus in the U.S. in the late stages of the business cycle could have unintended consequences. And, of course, valuations matter.
So how do you approach the asset allocation conundrum when investing late in the cycle? Join us on the 13th to find out.
LGIM's Multi Asset StrategiesRead more >
The traditional multi-asset investment approach seeks to provide investors with diversified sources of return by investing across a variety of asset classes. However, there are risks involved with this investment approach. Correlations between asset classes, for example, can change over time, and a traditional multi-asset portfolio may therefore not provide the initial diversification benefits hoped for. That is why the Invesco Perpetual Multi Asset team believes that the only way to achieve true diversification is to break away from the focus on asset class constraints. Instead, the team focuses on great investment ideas, identifies the best way to invest in them and then combines them into a risk-managed portfolio.
During this webinar, Clive Emery, Multi Asset Product Director at Invesco Perpetual, will cover the following:
*The challenges of multi-asset investing
* Where we believe opportunities lie in today’s market environment
* How an all-weather portfolio can be created by investing in ideas
Joining this webinar will help you understand the challenges of today’s market environment, and how investing in ideas can help provide diversification benefits to a multi-asset portfolio.
The popularity of alternative risk premia (ARP) is growing and strategies that focus on ARP are increasingly being incorporated into portfolios. The attraction of this approach is that ARP can mimic strategies that have historically only been available through hedge fund vehicles, but with more favourable liquidity and cost characteristics, whilst retaining a low correlation to traditional equities and bonds.
In multi-asset investing the search for non-correlated returns leads to Alternative Risk Premia. Key topics that will be covered in this session include:
* What benefits do alternative risk premia (ARP) bring to a multi-asset portfolio?
* How can investors construct a portfolio that is diversified to weather key macroeconomic regimes?
* How can dynamic allocation in the alternative risk premia universe be used to manage downside risk?
Joining this webinar will help you to understand how alternative risk premia strategies can help provide diversification benefits to your multi-asset portfolios as well as providing you with the knowledge to better understand how to differentiate between the various risk premia strategies available and to select the ones most appropriate for your needs.
LGIM’s Asset Allocation Team will give an overview of their market outlook for 2018, where they see potential risks and opportunities across the themes of politics, policy and (market) peaks, with time for live questions from the audience.Read more >
The interest in growing Real Asset exposures in portfolios has boomed in recent years. But with an asset class that encompasses a range of Real Estate and Infrastructure sectors, and different shades of debt and equity, investors are faced with many options.
Tune in to this webcast to hear LGIM's market experts Lorna Brown, Head of Real Estate Debt, Rob Martin, Real Assets Research Director and Tom Sumpster, Head of Infrastructure Finance talk about the different roles the asset class can play in meeting investors’ objectives.
IPE’s Brendan Maton, will be quizzing Lorna, Rob and Tom on:
• How investors should be thinking about allocating to Real Assets
• The current market environment in the UK
• Which areas of the market look most interesting now
• What are the risks that investors need to consider
Lorna Brown - Head of Real Estate Debt, LGIM Real Assets
Robin Martin - Director of Research, LGIM Real Assets
Tom Sumpster - Head of Infrastructure Finance, LGIM Real Assets
Brendan Maton, IPE
Diverging economic trends across the globe, and increased market volatility have resulted in significant differences when it comes to high net worth (HNW) investors’ asset allocation strategies.
This webinar sheds light into what’s driving investment choices in the HNW space now and as we go further into 2017.
Political turbulences – it’s enough to mention US election and Brexit referendum – only added to the list of factors significantly affecting global asset allocation strategies in 2016, particularly in Europe and North America. Looking forward, how can wealth managers adjust their HNW clients’ portfolios in 2017 to make sure that they are not encouraged to try alternative investment managers?
This webinar sheds light into what is and will be driving investment choices in the European and American HNW space now and in 2017.
On SharingAlpha investment professionals are able to create a virtual fund of funds and build their own proven track record in terms of asset allocation. CAIA Association has decided to sponsor an asset allocation competition that will start of Feb. 1st. In this webinar we will demonstrate how to create your virtual fund of funds and how to follow your performance.Read more >
Johanna Kyrklund, Global Head of Multi-Asset Investments, provides a mid-year assessment of the Team’s cyclical & risk scenarios, as well as where they anticipate opportunities arising across the global markets. Topics to be discussed include:
* Are risks in the global economy moving from a reflationary bias to stagflation?
* Mid-term scorecard for the Fed
* Comparing & contrasting European versus US opportunities and risks
* Is it time to re-engage with emerging markets from an asset allocator’s perspective?
* And Q&A