Old Mutual Global Equities update call with Dr. Ian Heslop

In this latest video update, Anthony Gillham, Head of Investment of Old Mutual Wealth's Multi- Asset discusses market events in May.

Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, for a webcast in which they will discuss the outlook for fixed income markets.

During the call, Mark and Nicholas will discuss:

•Why they think the move higher in bond yields is over for now, and what this means for other assets

•The opportunities available from the pockets of value created on parts of the US curve and in certain riskier bond assets

•Whether a period of higher volatility is really set to persist for the rest of 2018 or if expectations of this are being overplayed

•The performance and positioning within the Old Mutual Global Strategic Bond Fund and the Old Mutual Strategic Absolute Return Bond Fund year to date

As always, Mark and Nicholas will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password: 59488

Dear Investor,

Please join us on Wednesday 25 April for our quarterly review call to discuss the performance of the Old Mutual Absolute Return Government Bond Fund (ARGBF) over the first three months of 2018.

Paul Shanta, senior portfolio manager, and Huw Davies, investment director, will update you on their analysis of the market environment, changes in investor sentiment and appetite for sovereign debt across the globe.

They will detail how the fund has navigated the last quarter, their outlook for the coming three months, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password: 58983

Please join Richard Buxton, head of UK equities, for his monthly webcast.

Can UK equities recover from their low-ranking position on the global equity leaderboard? During the call, Richard Buxton will take a look at what could typically drive sector and stock leadership going into the second quarter.

As always, Richard will be happy to answer any questions you may have.


Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password: 58687

Dear Investor,

Please join us on Friday 6 April for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including the volatility spike of February, and changes in investor sentiment and appetite for risk.

They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password PM: 58350

Dear Investor,

Please join us on Friday 6 April for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including the volatility spike of February, and changes in investor sentiment and appetite for risk.

They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password AM: 58349

Please join Paul Shanta, co-head, Old Mutual Absolute Return Government Bond Fund, for a webcast in which he will discuss performance and positioning in the fourth quarter and over 2017 in general.

Paul will also discuss the rates market outlook for 2018, touching on those areas where the team sees the greatest opportunities as the process of monetary-policy normalisation in developed markets grinds on.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password: 57153

Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, for a webcast in which they will discuss the outlook for fixed income markets in 2018.

They will assess the macroeconomic backdrop and the prospects for further monetary-policy normalisation in advanced economies – highlighting the opportunities and challenges this process may present. Mark and Nicholas will also touch on performance and positioning over the fourth quarter.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Passcode - 57019

Dear Investor,

Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password:
57015 PM

Dear Investor,

Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password:
57013 AM

Multi asset

Ned Naylor-Leyland takes the lid off precious metals investing, and gives his outlook for the yellow metal.

The Adviser Centre’s Peter Toogood asks OMGI’s Lloyd Harris why, when risk assets are in favour, investors might contemplate investment-grade corporate bonds.

John Peta and Nick Wall discuss how US monetary policy could impact developed and emerging market debt.

Ian Ormiston explains why European small-cap investors could still reap their rewards.

Trying to forecast the next inflection point in stock markets is likely to be a waste of time and effort, argues Ian Heslop.

Please join Richard Buxton, head of UK equities, for his monthly webcast.

In his last webcast of 2017, Richard touches on what he’d like to see in the chancellor’s budget, how politics and Brexit will overshadow business and investors’ plans next year and wonders if markets can continue to rise in 2018.

As always, Richard will be happy to take your questions.

Please join Lloyd Harris, and Rob James, managers of the Old Mutual Financials Contingent Capital Fund for a live webcast.

With interest rates still very low in historical perspective, investors are struggling to find reliable sources of income. Achieving consistently attractive yields is far from easy without taking on excessive risk.

Lloyd and Rob both have long experience analysing and investing in the financial sector, and will discuss how CoCos have grown in recent years as a new form of capital, and have become in their view an exciting alternative source of income. They will also be happy to take your questions.

Dialling details:

+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Password - 56420