Llow volatility has become a new investment style offering lower-risk, without reducing return.
It is this risk-return paradox that still shakes the fundaments of financial theory. Since 2016, Robeco has had a distinctive and proven approach – we call Conservative Equities. If you’d like to find out what our Conservative approach can do for you, read more on www.robeco.com/lowvolatility
Market volatility is inevitable. Over the long-term however, you can help weather market swings by investing in funds that may help provide a measure of certainty in an uncertain world.
Join, Wiley D. Angell, Senior Portfolio Manager, to discuss an opportunity to reduce volatility while providing more stable returns over time with the First Investors Covered Call Strategy Fund.
During the webcast, Mr. Angell, will discuss:
•The new post-election market paradigm
•Why active management matters in a Covered Call Strategy
•How a Covered Call Strategy may benefit portfolios against the new paradigm
Presenter: Wiley D. Angell
As Chief Investment Officer of the Fiduciary Asset Management Company Division (FAMCO) of Ziegler Capital Management, LLC, Mr. Wiley D. Angell is responsible for the management of the FAMCO Group and directs the Group’s macroeconomic research. Mr. Angell served as Chief Executive Officer of FAMCO, prior to the group joining Ziegler Capital Management in 2015. As one of the founding principals of FAMCO, he has managed portfolios and served FAMCO’s clients since the firm’s inception in 1994. He has managed institutional portfolios for over 30 years, specializing in equity, covered call, fixed income and liability-driven investing.
Panacea Adviser has teamed up with BrightTalk and Brooks Macdonald for a free webcast to support and educate Financial Advisers.
Date: 13th April 2017
This 45 minute webcast will cover:
- the recent market and economic environment
- potential issues of the current volatility in world markets
- opportunities that can exist as a result
It will then detail some of the vehicles that can be used to dampen the impact of volatile markets.
The webcast will be led by Edward Park. Edward is a Chartered Financial Analyst (CFA) and manages bespoke discretionary portfolios on behalf of a number of Brooks Macdonald clients. He also assists in the formulation of the Brooks Macdonald investment process as a member of both their Asset Allocation and Investment Committees.
This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
Analytic Investors, one of the investment teams within Wells Fargo Asset Management, is a leading expert and pioneer in factor based investing and strategies designed to outperform the market with less downside risk. Our strategies are based on strong academic evidence and utilise time-tested quantitative techniques that combine responsive, disciplined individual security selection with unparalleled risk management.
Please join us as we explore two different techniques to reduce equity risk without sacrificing equity returns. Over the past eight years, strong equity returns and low fixed income yields have led investors to reevaluate their equity risk exposure and adjust asset allocations by incorporating strategies like low volatility equity and long/short equity. As a result, these kinds of factor-based investing strategies have become more mainstream and gained the respect of many institutional clients and consultants. We will explain the academic foundation to this style of investing and highlight how investors can utilise these strategies to reduce equity risk without sacrificing long term returns. We will also discuss scenarios in which these investment styles tend to win and lose, benchmarking issues, and common misconceptions.
What lessons have you learned from 2016?
2016 has been a year in which macro factors have dominated, and we have needed to react quickly to these pressures.
Key events included:
The inflexion of oil and commodity prices in Q1, requiring us to close shorts within that sector and move tactically long.
The volatility in equity and currency markets in the aftermath of the Brexit vote and US election, requiring a rapid and flexible response.
Inflationary pressures building towards the end of this year, necessitating a reappraisal of financial stocks, and resulting in us increasing our core longs in insurers and taking tactical long positions in banks
Andrea Nardon, Head of Quantitative Investing, examines why low volatility investing has gained popularity in recent years.Read more >
Asia is one of the fastest growing regions in the world, but is known for the volatility of its markets. What if there was a way to capture the growth of the Asian economic region but with less volatility?
Portfolio Manager, Andrew Graham, outlines how his team find high quality Asian companies that he believes will grow in line with the region’s GDP - but will be less volatile that the regional market. Find out more about Martin Currie Asia Unconstrained Trust, a high conviction portfolio of 20-30 companies that have passed the team’s rigorous test, including a thorough ‘forensic accounting’ analysis.
For more information, please visit www.martincurrie.com/uk/asia-unconstrained-trust
Portfolio manager Jody Jonsson discusses the role of China’s decelerating GDP and overvalued currency in the latest market volatility.Read more >
With recent market volatility unsettling investors, Head of European Equities, Paras Anand comments on the impact to Europe and where we go from here.
There will be an opportunity for live Q&A
Matthew Sutherland, Head of Asia Product Management and Gary Monaghan, Investment Specialist will discuss recent volatility in the Asian markets. There will be an opportunity for Q & ARead more >
Katie Nixon outlines the top 5 things investors should know about recent market volatility in this week’s MarketScape.Read more >
Global CIO for Equities Dominic Rossi spoke to Associate Investment Director Maike Currie about the global equity rout.
Global equities saw their sharpest falls since the financial crisis today after Chinese markets were hit by the biggest one-day fall since 2007. Volatility has increased since China devalued its currency earlier this month.
Dominic said: "I think what we need to recognise is that, unlike some of the previous crises we have seen in recent years, this one is starting in the emerging world. Country after country has been devaluing against the US dollar and those devaluations are in response to a weaker economic growth within the emerging world. Now, equity markets are effectively catching up with that message of slower economy growth across the emerging markets.
"I suspect we are already halfway through this current selloff. It is definitely not a good moment to sell and I suspect, looking at where the London Stock Market is this morning and where the US market is likely to open, that by year end we will probably be at higher levels than we are today. I think this is a time to hold your nerve."