Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on real assets.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.
Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on global equities.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 credit sectors.Read more >
Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on global rates.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 – introduction to the businessRead more >
Santander Asset Management Quarterly Review Q2 2014Read more >
Santander Asset Management Atlas PortfoliosRead 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
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 >
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 Global Asset Management's Chief Investment Strategist , Julien
Seetharamdoo, and Guillaume Rabault, Global CIO Multi Asset, discuss the macro outlook for 2015 and what impact the prevailing environment will have on asset classes.