With traditional safe-haven assets paying skimpy (even negative) yields, many investors realize that they may have to move up the risk curve to meet their long-term needs. But the bouts of volatility that have plagued equity markets can seem too risky to take on. We believe that efforts to not lose money can be harnessed to grow capital over time.
To hear more, please join Kent Hargis & Sammy Suzuki, Portfolio Managers—Strategic Core Equities, for an interactive discussion on reaching long-term goals with “The Upside of Less Downside”.
Please join Tawhid Ali, Chief Investment Officer—European Equities, for an interactive debate that will ask why some areas of high return potential continue to be overlooked by many investors. Tawhid will also consider the European equity landscape and the significant opportunities that mispricings can create for skilled stock pickers.Read more >
Despite strong performance from equity markets over the last few years, valuations continue to look very attractive on a yield basis, especially in relation to cash and bonds, and remain reasonable on a historical price-to-earnings basis. Underlying global dividend growth has been positive and a dividend culture is being established in an increasing number of countries.
With this in mind, Andrew Jones will provide an update on the Henderson Global Equity Income Strategy, which he co-manages with Ben Lofthouse, on Thursday 11 October 2016 at 15:00 CET.
During the presentation Andrew will cover:
•Current market and dividend trends
•Key investment themes and opportunities
•Performance, investment activity and current positioning
•Outlook for global equity income
Join our panel of portfolio managers – each with a distinct, active, high-conviction approach – as they discuss the current opportunity and outline the techniques they employ to locate resilient sources of growth in today’s challenging US equity market environment.Read more >
Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will share his views on current macro headwinds and opportunities, where the best income prospects lie and an update on the Fund’s performance, positioning and outlook.Read more >
There could be double-digit earnings growth with proposed corporate tax cuts and a recovery in energy. The stock market might follow suit. Is there a new regime in equities and is your portfolio ready?Read more >
UBP's specialist teams cover many emerging market assets across various global locations and conduct their own direct fundamental in all major emerging markets. This presentation will set out a number of supporting reasons for investors to include Emerging Equities as part of their asset allocation strategy. We will explain how, in addition to attractive potential returns, an exposure to Emerging Equities can help to diversify a global equity portfolio so that it benefits from the current improvements in research. The presentation will also tackle the question of how to maintain better diversification within the EM universe.Read more >
Ben Russon manager of the Franklin UK Opportunities Fund and co-manager of the Franklin UK Managers’ Focus Fund will outline the Franklin UK Equity Team’s outlook for 2017. Ben will touch on their experiences and learning from 2016 and outline where they see the biggest opportunities and risks for 2017. At a portfolio level, Ben will also cover how the team expect to position their portfolios in a market dominated by low rates, high valuations and sterling weakness.Read more >
Tom Wilson discusses where he sees value in UK equities, FTSE versus AIM, corporation tax rates and government spending.Read more >
Please join Colin Morton, Head of Franklin UK Equity, who will share his thoughts on:
• Macro headwinds and outlook - post Brexit vote
• Portfolio positioning across the market caps
• Taking advantage of current market opportunities
Institutional investors are increasingly searching for new ways to add value to equity portfolios, without taking on unnecessary risk.
Curious how we create a balanced combination of factors aimed at consistently outperforming a benchmark with controlled tracking error?
You are invited to join Michael Strating (Head of the Quantitative Equities team) and Wilma de Groot (Portfolio Manager Quantitative Equities) who will discuss how low tracking error multi-factor approach can add value, without affecting your risk budget.
Please join us for a discussion of PIMCO’s views on current developments in equity markets, in particular dislocations which are built up between growth and value segments. We will look at what has happened in markets over the past few years, what this means for the future and the best ways for investors to benefit from these market dynamics.Read more >
Serge would be delighted if you could join this short webinar on European Equities. He will talk to you about why the European Equities are more attractive now more than ever.Read more >
With Donald Trump taking his place as the 45th president, join us on this webinar to discuss how the new administration will affect the US market and which sectors stand to benefit from Trumponomics.Read more >
Old Mutual Global Investors Global Equities Call with Dr. Ian Heslop (PM)Read more >
As the European Equity Team complete a very successful 5 years at UBP, we are pleased to invite you to a 30 minutes webinar with Rob Jones, co-Head of European Equities.
Rob will present:
- An update on the Team and fund inflows
- His thoughts on the current market dynamics
- Our current positioning, themes and an outlook for 2016
The call will take place via the web-based platform BrightTalk.
If you are not yet registered, you will have to do so to access the call. If you have any issues, please contact us.
Old Mutual Global Investors Global Equities Call with Dr. Ian Heslop (AM)Read more >
Discussion of Enhanced Equity Smart Beta strategies for investors.
See the attachments of this video for more information.