Charles Hepworth, Investment Director of GAM's Model Portfolio Service will provide an update on the models' performance and allocation.
Charles will also discuss his outlook for the global stock markets.
Dr Lars Jaeger, GAM Systematic’s Head of Alternative Risk Premia, along with portfolio manager Paolo Scripelliti, invite you to listen to an update on GAM Systematic’s Alternative Risk Premia offering. Lars Jaeger’s team is considered a pioneer in the field with some 13 years of experience and track record in Alternative Risk Premia investing.
Outsourcing investment capabilities is an undeniable trend - but advisers are often concerned about ‘justifying their fee’. Value and cost are two very different things- this webinar offers an opportunity to discuss how you best articulate this to your clients:
- outsourcing is very much an investment decision - you need to get to know, and support, your investment partner’s views, style and philosophy
- Widening your focus - investments are only one part of your offering – don’t sell yourself short!
- With clients funding value in things that you take for granted, let’s not focus on just making services ‘cheap’
Charles Hepworth will share his views on the outcome of the EU Referendum, assessing the likely impact on the markets and explaining how it will inform asset allocation decisions within GAM Model Portfolios.
To meet the income needs of clients, many financial advisers have traditionally turned to annuities, pension drawdown or income funds. However there is an alternative way of providing a regular, tax efficient ‘income’ that is not a natural income.
Duane Hasnip will explain how this can be achieved by drawing down from a portfolio using a growth fund with a minimal or even zero yield, and how some investors can achieve tax efficiencies by using their Capital Gains Tax Allowance.
In this presentation, Jeremy Smouha, manager of the GAM Star Credit Opportunities Fund, will explain why investing in issues lower down the company’s capital structure of investment grade or high quality issuers can produce high income in a low return world.