Andrew Bosomworth and Tina Adatia explore the recent events and investigate the implications for investorsRead more >
Investors shouldn’t expect significant returns from stocks or bonds in 2015, says Global CIO Andreas Utermann, but central banks will stay accommodative enough to reflate their economies.Read more >
60 Seconds with Azad Zangana - Independent Scotland Monetary PolicyRead more >
The global economy remains stuck in a period of sub-par growth. Does this mean unconventional monetary policies adopted by the world’s central banks are failing? And does the widening in credit spreads over recent months suggest that worse is yet to come, and the global economy may fall back into recession?Read more >
US Investment Strategist Kristina Hooper tells Reuters that while the Fed’s transition to more conventional monetary policy in 2015 may be difficult, investors should still find opportunities in US stocks, especially in the technology sector.Read more >
Schroders webconference: Many absolute return bond funds have found it difficult to generate their target level of returns over recent quarters as many bond yields have fallen below zero. Alan Cauberghs, Senior Investment Director for Fixed Income, examines the tools that managers can use to generate positive absolute returns and what market conditions are required to achieve their targets in future.Read more >
We may now have reached a watershed in global central bank policy co-ordination. It remains to be seen whether the Federal Reserve will be able to leave interest rates at a level which, while appropriate for the global backdrop, may be increasingly inappropriate for the domestic US economy. In our latest webconference, Alan Cauberghs will explore whether the current uneasy truce between central banks and markets will persist and the implications for fixed income investors.Read more >
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:
• A 2017 outlook through a factor lens
• Uncovering the link between monetary policy and factor returns
• Current factor valuations and forecasts
Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.
• Michael Hunstad, Ph.D.,Director of Quantitative Research
• Matt Peron, Head of Global Equity
After a year of strong performance for fixed income, plus expectations of tighter US monetary policy in 2017, conventional wisdom suggests that bond markets are poised for a correction. But we find lessons from 2004 that point to the contrary.
Join Robert Vanden Assem and Jonathan Davis from PineBridge Investments’ Developed Markets Fixed Income team as they discuss:
- Similarities between the last rate hike cycle in 2004 and today
- What’s different this time around
- Our outlook for fixed income, as well as potential opportunities for investors
Investors are questioning whether the current monetary policy regime is set to change. What is the outlook for interest rates from here, and what does it mean for investors?Read more >
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.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This quarter will focus around:
-U.S. Election: volatility & performance
-Real factor exposure: is it about sectors?
-Factor valuations and forecasts
-Up next: measuring monetary policy error
Whether it’s referred to as smart beta, factor-tilts, systematic alpha, or Northern Trust Asset Management's own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors globally.
As part of our on - going 'What's Really Happening in Emerging market' series. We are now able to give you access to the hottest Emerging Markets topics in just 10 minutes! In this edition we will be focusing on Brazil, the host of this years Olympics.
Topics that will be explored in this webcast:
• Is the Brazilian economic activity really improving?
• What is the perspective for structural reforms and fiscal accounts?
• When will the Brazilian Central Bank start easing the monetary cycle?
Innovation Sessions 2017 #5
Poor data quality can have serious financial consequences. Regulatory fines, monetary losses from bad business decisions, and legal fees resulting from errors can add up to millions of dollars. When it comes to patient or consumer safety, bad data can cost lives.
This webinar will highlight effective steps for preventing and fixing bad data, and processes to help ensure optimum integrity in your data. Best practices in data quality and real-world success stories will be featured.
Sign up today!
The right data makes all the difference. The large influx of data, especially big data, is no secret. How do you take full advantage of all the insights, analytics, and monetary value that your data can provide?
Learn how Operations Management Suite through advanced log analytics can help you easily collect any type of machine data, correlate and visualize data in rich dashboards, and get ready-made operational intelligence for various workloads such as servers, database, active directory, exchange, and Microsoft Office 365.
Join this webcast to learn how to:
- Collect machine data from heterogeneous sources, i.e. logs across a variety of workloads
- Visualize data into meaningful dashboards to drive operational priorities
- Monitor your infrastructure at hyperscale, across on-premieses and cloud
There’s a new threat in town – Jackpotting. It utilises malware directly infected onto ATMs, requiring no card skimmers that can be easily detected, no time needed to steal credentials, and grants access to every single dollar held in the machine.
ATM machines may not follow the strict patch management regimes that corporate machines do, leaving their operating system potentially much more vulnerable to malware attacks. Beyond the monetary loss, being Jackpotted can also negatively impact the brand, and expose the bank to regulatory action from lack of due diligence in risk management.
Hear how Symantec Cyber Security Services can help deliver a solution for these types of attacks. Through the combination of Data Center Security (DCS) and Managed Security Services (MSS) monitoring, you will receive prompt validated detection of both pre and post compromise attempts in near real-time, allowing faster responses and remediation.
Mike Riddell, fixed income portfolio manager at Allianz Global Investors, reviews the performance of the UK government bonds market post-Brexit and assesses its future prospects, as well as giving his outlook for global fixed income markets and yields movements. In addition, he provides a brief analysis of the impact of Brexit and Bank of England’s consequential monetary easing measures.Read more >
The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.Read more >
Simon Edelsten, manager of the Artemis Global Select Fund, explains how he is positioning his portfolio amid the concerns affecting markets around the world.
The uncertainties are many: the US election, the ‘normalisation’ of monetary policy and the future of Europe. Simon examines how these may affect global equities and sets out the investment themes and the stocks which his team are finding attractive.