Risk targeted funds in 2016: do what they say on the tin
In 2016, advisers have the option to choose risk-rated funds or risk-targeted funds. In this video Justin Onuekwusi, Andrzej Pioch and John Roe, of LGIM’s £29bn* Multi-Asset team discuss why risk-targeted funds are becoming increasingly suitable for advisers who wish to maintain client suitability in line with their client’s investment goals.
* As at September 2015
RecordedNov 13 20155 mins
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Paul Hilsley, Fund Manager provides a review of 2017 and an outlook for 2018, suggesting Asian equities remain well positioned to capture pick-up in global growth.
Fund Manager, Justin Onuekwusi presents the latest performance of the funds and their positioning and Global Economist, James Carrick provides an outlook for 2018.
Timings:
What has happened to markets over the past year? (1:34)
Asset class performance in 2017 (3:22)
Multi-Index performance review (6:46)
Where are we in the economic cycle? (8:23)
Global growth and inflation (9:41)
Asset allocation views (15:09)
A summary of our position (26:18)
The fourth quarter rounds off a strong year of performance for both short and all duration emerging markets debt funds
Uday Patnaik, Head of Emerging Market Debt, explains how thematic and regional allocation across both sovereign and corporate debt has helped his funds beat their benchmarks by over 2% in 2017.
In the current environment, the L&G Emerging Markets Short Duration Bond Fund offers investors a suitable investment.
Mark Benstead - Managed Monthly Income Trust Q4 update and 2018 outlook
Mark Benstead, Fund Manager tells of how his fund is positioned for a potential market fall, but maintains sustainable yields, remaining in the first quartile of the IA sector over 1,3 and 5 years.
Gavin Launder - Growth Trust Q4 update and 2018 outlook
Lead Fund Manager Gavin Launder discusses strong fund performance in the 2017 UK equity market, where he favours consumer services and technology focused stocks.
Gavin Launder - European Trust Q4 update and 2018 outlook
Lead Fund Manager Gavin Launder discusses the drivers of strong fund performance in 2017. He expects momentum to continue into 2018, with equity markets supported by synchronised global growth and M&A activity.
Emiel van den Heiligenberg, Tim Drayson and Chris Jeffery
LGIM’s Asset Allocation Team will give an overview of their market outlook for 2018, where they see potential risks and opportunities across the themes of politics, policy and (market) peaks, with time for live questions from the audience.
Risk targeted funds in 2016: do what they say on the tinJustin Onuekwusi, Andrzej Pioch and John Roe[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]4 mins
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Risk targeted funds in 2016: do what they say on the tinJustin Onuekwusi, Andrzej Pioch and John Roe[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]4 mins