A new political regime in the US brings new risks and new rewards for US equity investors. Join Kurt Feuerman as he discusses his outlook for US markets and how he has adjusted his strategies to manage risk and identify new opportunities.Read more >
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
For nearly 20 years our Responsible Global Equity Strategy has been centred on sustainable companies that are proactively and effectively managing their environmental, social and governance (ESG) opportunities and risks. Jamie Jenkins discusses our philosophy and his experience in deploying an active ESG approach that we believe can deliver improved risk-adjusted returns for investors.Read more >
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 >
Marcus Morris-Eyton, Portfolio Manager, Allianz Europe Equity Growth Team, discusses the upcoming European elections, earnings growth, what makes his team different from others and why tech is different now from 1999 to 2000.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 >
We have favored U.S. equities over the past few years, while maintaining a more modest, strategic allocation to non-U.S. equities. Our head of global equity, Matt Peron, shares our updated analysis on the market.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 >
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 >
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.
A complex macroeconomic background in Europe can make it difficult to find resilient sources of return potential in European stocks. Join Tawhid Ali and Nicholas Davidson as they discuss how focusing on the fundamental qualities of a company and relying on different sources of return helps produce a smoother performance pattern over time, making it easier to maintain conviction through shorter periods of uncertainty.Read more >
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 >