Old Mutual Global Equities update call with Dr. Ian Heslop

Multi asset

Please join Huw Davies, investment director, Old Mutual Absolute Return Government Bond Fund, for an update on performance and positioning.

He will also discuss the political environment and the pricing of market volatility, which is presenting opportunities to hedge tail risks

During the call, Richard will discuss how market messaging is decidedly mixed as we enter into the month of May. Investors have seen the Trump trade fade and softer data in the US and UK. But bond yields continue to grind higher, while Europe awakes from its economic slumber…

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

Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free

Access PIN: 9507227#

monthly video

Monthly video

After a strong performance in the first quarter, there are nevertheless persuasive arguments to say that Asian equities continue to offer significant upside potential this year, especially relative to other markets such as the US. However, what risks lie behind any further protectionist rhetoric from the Trump administration? And how sustainable is the cyclical recovery in China?

Join Josh Crabb, head of Asian equities at Old Mutual Global Investors, for his quarterly webcast to hear his thoughts on positioning to capture alpha opportunities in this dynamic region.

Please join Paul Shanta, portfolio manager, Old Mutual Absolute Return Government Bond Fund, for an update on performance and positioning.

During the call Paul will discuss how the team is seeking to find value in a market increasingly dominated by consensus on the key macroeconomic themes – at the same time as preparing to exploit the next big opportunity.

Participant Dial In Number(s):

+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free

Access PIN: 1328570#

Please join us on Thursday 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.

Dr Ian Heslop, Head of Global Equities, and Justin Wells, Investment Director, Global Equities, will update you on their analysis of the market environment, including changes in risk appetite and style rotation during the first months of the new US administration and as Europe prepares for a series of elections.

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

Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free

PIN 9404099#

Please join us on Thursday 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.

Dr Ian Heslop, Head of Global Equities, and Justin Wells, Investment Director, Global Equities, will update you on their analysis of the market environment, including changes in risk appetite and style rotation during the first months of the new US administration and as Europe prepares for a series of elections.

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

Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free

Access PIN - 9702026#

Anthony Gillham, co-investment director on the Old Mutual Wealth Investment Division multi-asset team, gives his regular multi-asset update.

In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses:
•Emerging market's outperformance
•Reason why the market is focussing on Trump's tax proposals
•Strong market returns and rise of US Equity market

Please join Huw Davies, portfolio manager on the Old Mutual Absolute Return Government Bond Fund, for an update on portfolio performance and positioning.

Huw will also discuss the outlook for inflation-linked rates markets in the US and euro area amid the shift underway in western politics, and whether ‘reflation’ might shift the path of long-term interest rates.

Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free

Access PIN: 7340217#

Join this webcast for the regular monthly update on the Old Mutual Absolute Return Government Bond Fund.

Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free

Access PIN: 6058624#

Anthony Gillham, co-investment director on the Old Mutual Wealth Investment Division multi-asset team, gives his regular multi-asset update.

Anthony Gillham, co-investment director on the Old Mutual Wealth Investment Division multi-asset team, gives his regular multi-asset update.

As we enter 2017, already markets are pricing in a sea-change in policy making. But can politicians really deliver on their rhetoric? Which sectors could benefit from the reflation trade, and which will underperform?

Join Richard Buxton, head of UK equities at Old Mutual Global Investors, and manager of the Old Mutual UK Alpha Fund, for his first webcast of the New Year.

Participant Dial In Numbers:
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free
Access PIN: 9370759#

Please join Dr. Ian Heslop, Head of Global Equities and Justin Wells, Investment Director, on 9 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and Long Only Funds.

Participant Dial In Number(s):

+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free

Access pin: : 4855876#