Paul Spencer, Franklin UK Mid Cap Fund, shares a fund update for Q1 2017.
Key points include:
- UK mid caps have had a good start to the year, outperforming large caps and fund performance has been strong
- The portfolio positioning has remained relatively consistent, though we’ve picked up some more international exposure
- Looking forward, we’re happy with positioning and optimistic for the year ahead
Please join Paul Spencer, manager, Franklin UK Mid Cap Fund, who will share with you his current views on the UK mid-cap market and his outlook for the year ahead. His update will also include the ideas and themes that underpin his current portfolio positioning in a market where momentum stocks appear to have no value and where value stocks appear to have no momentum.Read more >
Back in 2013 we said that financial markets would face a long and at sometimes challenging road to normalisation. That has certainly proved to be the case as none of the major central banks have raised interest rates and the likes of Europe and Japan have had to follow the US by implementing their own QE programmes. Nonetheless, one of the most important themes in markets so far this year has been the rise in bond yields from very low levels as markets begin to think about the first US interest rate rise or what is sometimes called ‘lift off’ day.
Join our CIO for EMEA Mark Burgess, Global Head of Fixed Income Jim Cielinski and Global CIO Colin Moore as they discuss topics including:
- What are the likely impacts of higher bond yields on equity markets?
- At what point are core government bonds likely to become attractive again?
- What are the prospects for financial markets over the remainder of this year and into 2016?
Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Online participants will be able to submit questions at any time during the web conference.
Britain has voted, bringing uncertainty and redrawing the UK, European and global investment landscape.
It is time to be rational, not sentimental.
ESET’s Sr. Security Researcher, Stephen Cobb, will analyze the current cybersecurity threats trending during the first half of 2016. We’re covering everything from ransomware to regulatory risks and mobile malware to IoT vulnerabilities. Learn about what trends are on the horizon and gain practical advice for managing these risks:
•PCI and two-factor authentication
•PUAs and scamware
•Privacy by design
•General Data Protection Regulation (GDPR)
Join us for the popular review of the many AML/Financial Crime issues arising during the first half of 2016.
AML/CTF Veterans and ACAMS Advisory Board members Dennis Lormel and Rick Small will join MLDC Editor-in-Chief Kieran Beer for an hour's discussion with ACAMS EVP John Byrne as we go through the major events of each month and what it means to all of us.
Issues to include:
• De-risking, financial inclusion and current challenges
•The misuse of real estate
•Key enforcement actions
•Additional hot topics
Mid-year markets review and outlook web conference with Mark Burgess, Jim Cielinski and Leigh Harrison – Friday 5 July, 9.00am, UK time
Equities have enjoyed strong performance since the beginning of 2013 but more recently the rally has lost momentum as investors have become concerned that the US Federal Reserve could start to taper its quantitative easing (QE) programme. Core sovereign bonds have also performed poorly in recent weeks, again reflecting worries that the Fed is getting ready to scale back its bond-buying programme.
Join Threadneedle’s CIO Mark Burgess, Head of Fixed Income Jim Cielinski and Head of Equities Leigh Harrison as they discuss topics including:
- The likely implications of QE tapering
- The global impact of the recent stimulus measures announced by the Japanese authorities (‘Abenomics’)
- The outlook for the major asset classes for the remainder of the year and into 2014
Participants will also be able to submit questions at the registration stage or during the call.