How can investors discover stocks with long-term return potential, even in an environment of political and economic uncertainty?
Join us for an interactive session with our fund manager and learn how it’s possible to invest successfully in European Equities.
1. Find out how AB’s European Equity portfolios have successfully navigated changing market conditions by focusing on companies—and not countries.
2. Discover why the key to identifying winners is to look for European companies that are global leaders and less exposed to regional trends.
3. Learn how techniques used by private equity investors can be very effective when applied to stockpicking in public equity markets.
Presenter: Tawhid Ali, Chief Investment Officer—European Value Equities
Tawhid Ali has served as Chief Investment Officer of European Value Equities since 2012, having been the division’s Director of Research since 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. He was also appointed Portfolio Manager of Global and International Value Equities in March 2016.
Moderator: Nicholas Davidson , Senior Portfolio Manager—Equities
Nicholas Davidson joined AB in 2005 as a Senior Portfolio Manager. He works with clients across a range of AB’s global and regional equity services, and comanages the Global Equity Income Portfolio. Davidson was previously a consultant with McKinsey & Company, serving clients in the telecommunications and media industries and in the public sector.
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 >
Colin Morton, Franklin UK Equity Income Fund, gives a fund summary for Q1 2017.
Key points include:
- A solid start to the year, with the fund slightly above benchmark, driven by performance from industrials
- We’ve used share price weakness to add to positions, and with uncertainty likely to continue we’re ready to take advantage of further opportunities
Will James, manager of the European Equity Income Fund, provides an update covering:
• Contributors and activity
Didier Rabattu, Head of Global equities at Lombard Odier IM, will discuss recent events in European and emerging markets and explain why he believes these equities currently present a long-term value opportunity but that investors must carefully consider what investment approach is most appropriate to capture it.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 >
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 >
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 >
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 Nick Field of the Schroders EME team as he provides the Team's thematic views on the Emerging Markets.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 >