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
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”.
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, 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 >
Old Mutual Global Investors Global Equities Call with Dr. Ian Heslop (AM)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.
Discussion of Enhanced Equity Smart Beta strategies for investors.
See the attachments of this video for more information.
While uncertainty prevail in Europe and Emerging markets, growth prospects in the United States remain, in our view, positive. In an environment characterised by the end of quantitative easing that brought stock prices to "fair value", we expect returns to diminish and volatility to increase. A return to fundamentals seems to be at work and we believe that, in this environment, a US equity Long/Short approach can deliver attractive returns, help mitigate volatility and protect capital in a market correction.
Please join Steve Bulko, CIO, for a webinar as the UCITS Fund reaches its one year anniversary and passed the USD150mn AUM threshold at the end of June.
- Active, bottom-up unbenchmarked asset management is a key source of added value
- Investments in quality companies offer protection against permanent capital losses
- Focus on valuation offers protection in volatile markets
- Fundamental investment approach
- Approach works best in moderately rising or volatile markets
First quarter performance review and outlookRead more >
While investors want an efficient portfolio, and can obtain an efficient portfolio in principle, the reality is that many obstacles stand in the way of achieving this goal. Join our quantitative equity research team as they show you how to better target your investment objectives by selecting higher information ratio managers, rather than following more traditional approaches to risk management.
The team will discuss their latest research paper, Improving Active Risk Budgeting, which explores a common misconception of investors – the belief that overall equity portfolio risk is best managed by allocating the majority of the equity allocation to index strategies, while incorporating managers with a high level of active risk to generate outperformance. Our research found that in reality, such an approach often delivers inferior overall portfolio risk-adjusted returns.
Register now to secure your place and learn about a better way to maximize your risk-adjusted returns.