Name: Global Higher Dividend & Global Dividend Q1 2018 Update
Start: 2018-04-18T10:05:00Z
End: 2018-04-18T10:16:05.000Z
Location: BrightTALK
Rating: 0

As increasing numbers of policymakers begin to consider Modern Monetary Theory (MMT), Fixed Income Fund Manager Tony Carter asks what exactly it is, and if it is as reckless as it sounds.

Modern Monetary Theory

Fund managers Henry Boucher and Jeneiv Shah answer some of the questions that researchers most often ask about Sarasin Food & Agriculture Opportunities, including:

* What the fund's largest holding is and why
* Examples of stocks that have been bought and sold recently
* New subthemes that are emerging within the fund

Sarasin Food & Agriculture Opportunities update - April 2019

The multi-decade digitalisation theme continues to change consumer and corporate behaviour across the globe, giving rise to compelling investment opportunities.

Thematic focus: Digitalisation

Automation is a phenomenon that has gradually changed life as we know it for over 40 years, so we do we still consider it a disruptive investment theme?

Thematic focus: Automation

Tony Carter, Fixed Income fund manager, looks at how emerging markets have started off in 2019, and what we can expect going forward.

What's on the horizon for emerging markets?

CIO Guy Monson discusses global markets, sentiment indicators, and whether the recent aggressive re-rating is over.

Global strategy and outlook - February 2019

Sarasin & Partners manages clients’ assets with one singular focus: to deliver long-term returns. This means engaging with the world in responsible ways – ways that support sustainable and inclusive economic progress, as well as protecting the interests of future generations.

Combining a thematic investment approach with embedded stewardship, we seek to allocate capital to companies that are aligned with society. A key focus for us is climate change, which we consider the defining challenge of our time…

Sarasin & Partners: Securing tomorrow

Fixed Income Fund Manager Anthony Carter takes a brief look at the US mid-term elections in this four minute video, and discusses the effect that different scenarios might have on markets.

The US mid-term elections

Alex Bibani, Fund Manager of Sarasin Responsible Global Equity, discusses our investment philosophy and some of the ethical restrictions surrounding his portfolio.

Sustainability and suitability

Andrea Nardon, Head of Quant, takes a look at supervised machine learning. In this 20 minute video he illustrates what neural networks are, how they work, and whether it is possible to use one to predict the future return of a stock.

A quick dive into machine learning part 2: regression models

CIO Guy Monson examines the dramatic performance of the US economy and its impact on other global markets, discussing both the risks and what it means for investors.

Global strategy and outlook - September 2018

Tony Carter, Fixed Income Fund Manager, reflects on the current crisis in Turkey.

Why has the situation in Turkey deteriorated so rapidly?

Machine learning is very powerful, allowing you to organise data sets and identify relationships that the human eye can't see. But how can investors get the best from it?

Join Andrea Nardon, Head of Quant, as he discusses:

* The difference between AI and machine learning
* Examples of the main types of algorithms and models used
* Whether there's any predictive power in the daily historical returns of a stock
* If outperformance can be generated by examining candlesticks of how a security moves throughout the day

A quick dive into machine learning

Quantitative Analyst Ben Human discusses whether traditional indices really capture the benefits of investing in commodities, and if the risk premia often used in equities can also be applied successfully here.

Alternative indexation in commodities

Fund manager David Palmer looks back over the past quarter for GlobalSar Income, GlobalSar Strategic and GlobalSar Dynamic.

Sarasin GlobalSar funds - Q2 2018

Tony Carter, Fixed Income Portfolio Manager, looks at what has been going on in China recently. He discusses:

* The sudden fall in currency
* What the situation means for investment strategy
* The short-term outlook in the face of trade wars and market volatility

Recent developments in the Chinese bond market

Fund managers Henry Boucher and Jeneiv Shah discuss their recent research trip to China, as well as the fund's performance over the past quarter.

Sarasin Food & Agriculture Opportunities - Q2 2018 update

Fund Manager Lucy Walker looks back at the performance and positioning of the model portfolios over the last quarter.

Sarasin Model Portfolios - Q2 2018 update

Fund Manager Neil Denman looks back at the fund's performance and allocation for Q1, 2018.

Global Higher Dividend & Global Dividend Q1 2018 Update

Investment Management

Global Equity

Financial Services

The application development community features top thought leadership focusing on optimal practices in software development, SDLC methodology, mobile app development and application development platforms and tools. Join top software engineers and coders as they cover emerging trends in everything from enterprise app development to developing for mobile platforms such as Android and iOS.

Application Development

Enterprise applications have become a crucial piece of infrastructure for many businesses. The enterprise applications community on BrightTALK features the latest insights in enterprise application integration, enterprise application architecture and EAS software. Join the community to gain access to thousands of videos and webinars presented by recognized enterprise information systems experts and arm yourself with the knowledge you need to succeed.

Enterprise Applications

Join thousands of engaged IT professionals in the application management community on BrightTALK. Interact with your peers in relevant webinars and videos on the latest trends and best practices for application lifecycle management, application performance management and application development.

Application Management

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Information Technology

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Global Higher Dividend & Global Dividend Q1 2018 Update

Presented by

About this talk

More from this channel