Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on real assets.Read more >
We’ve explored the most prevalent strategies being used by the world's largest asset owners in Part 1, but now we want to dive into implementation. In this next installment of our webinar series (overview below) we will take a deep dive into how to implement various factor-based strategies based on various objective types.Read more >
2016 was a tumultuous year across the world and a serious level of uncertainty remains as we move into 2017. So join Western Asset Chief Investment Officer, Ken Leech as he deep dives into an analysis of the 2016 global market and discusses some 2017 considerations for your portfolio including:
- US Policy uncertainty and how to compensate for this
- The Cyclical surge amidst challenging secular headwinds
- Growth Prospects in the US
- Growth Risks from China
- 2016 Market analyses
As politics continue to be the key driver of uncertainty and risk in 2017, David Coombs, Fund Manager and Head of Multi-Asset Investments at Rathbones discusses the anomalies and opportunities that active managers can exploit, both in stock selection and asset allocation.
Join us on Tuesday 24th January at 11am as David Coombs talks about the likelihood of inflation in the UK, Trumponomics and the impact of divergent monetary policy.
The Rathbone Multi Asset Portfolios have been designed for advisers seeking to generate a level of return within defined levels of risk for clients. This approach differs from most multi-asset products, which seek to maximise returns against their peers rather than being managed to a client-led volatility expectation.
Put your questions to David in advance or during the call using the ‘rate this’ tab at the top of the video screen. A recording will be available on demand after the call if you unable to join us at 11am.
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.
This is the second in a series of three webcasts looking at Solvency II from the point of view of the insurance company CIO.
Rates are low, spreads are tight, and Solvency II is constraining the ability of insurers to pursue the credit investment strategies employed in the past (such as securitisations)
Where are we in the credit cycle, and what it means for the most attractive maturity segments on the credit curve, sector biases, and preference for strong covenants and/or senior secured loans
What strategies work best under Solvency II
Outright loans tend to be more attractive than securitisations
Short-dated credit is more attractive than long-dated credit
Sub-investment grade can be attractive
For life companies, duration management is key. Alternative FI (e.g. loans) often bear a floating rate, which needs to be swapped to match liabilities
One comment about the matching adjustment for annuity writers
Brief review of the main ‘alternative credit’ markets: (with a brief comment about their attractiveness)
Corporate loans – senior and mezzanine
Real estate loans
How can insurers invest?
Funds vs. direct holdings
What do insurers need to ensure compliance with Solvency II (reporting), and capital efficiency?
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 >
Head of Multi Asset, Trevor Greetham reviews 2016 updating on the position of the Investment Clock and offers an outlook for the year ahead.Read more >
Santander Asset Management Atlas PortfoliosRead more >
Santander Asset Management Quarterly Review Q2 2014Read more >
Santander asset management – introduction to the businessRead more >
Watch this video to find out how we manage our multi-asset portfolios. Learn how we combine investments in equity and bond markets with real assets and sophisticated total return strategies to achieve our objectives.Read more >
During the presentation, David Coombs will discuss:
1. Targeting income in a rising interest rate environment-- how do we avoid losses if yields rise?
2. Rising liquidity risk in income producing asset classes-- what does this mean and how do I spot it?
3. Achieving a consistently increasing income stream-- How to ensure your clients "pot" does not run out
4. Avoiding income disappointment-- maintaining your client's lifestyle over the long term
Iain Cunningham, Multi-Asset Fund Manager, will introduce the new fund.
The Schroder Global Multi-Asset Income Fund has been designed to help investors seeking income in the current low growth, low yield environment where traditional sources of income can no longer fulfil their requirements. It aims to provide an attractive, regular and sustainable income without a correspondingly heightened exposure to risk.
HSBC's Julien Seetharamdoo talks about the global marco and investment strategy and multi asset views that HSBC has for the year to come.Read more >