Name: What role do derivatives play in traditional portfolio management?
Start: 2021-06-09T10:00:00Z
End: 2021-06-09T10:00:59.000Z
Location: BrightTALK
Rating: 4.6

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future. Whatever world you want, our purpose is to help you achieve it. We do this by being globally connected, intense about research, having a responsible ethos, and a focus on continuous improvement.   

Since the end of the pandemic, the US has outperformed with lower inflation, better growth and as stronger stock market. In the year ahead, we can expect Europe and the UK to close the gap on growth, beat the US on inflation and be more competitive in terms of equity performance.

Is the US set to underperform Europe and the UK?

With inflation seemingly beaten and central banks set to flip into rate cutting mode what are the implications for financial markets?  We assess performance in the first quarter of 2024 and dive deep into recent investment activity and discuss how our portfolios are positioned.

CT Multi-Manager team - Portfolio update and outlook

Inflation has been falling in the major economies but expectations of early cuts in interest rates have been disappointing. Our Chief Economist Steven Bell explains why leading central banks are likely to start easing in June. Meanwhile, economic growth is picking up strongly in the UK and Europe may follow: good news for risk assets.

Inflation, interest rates and equities: where to next?

2024 looks set to be an eventful year. Central banks will likely begin cutting rates – but when, how quickly and how far? Elsewhere, with elections looming on both sides of the Atlantic, politics also looks set to dominate headlines. How will economies and markets fare against this backdrop? Join Paul Niven and Keith Balmer at the upcoming interactive webinar for insights into the team’s thinking and how the CT Universal MAP portfolio is positioned.

CT Universal MAP fund range - Q1 update and outlook

The CT UK Social Bond Fund launched ten years ago as a pioneering partnership between Columbia Threadneedle Investments and Big Issue Group. As the fund celebrates this milestone, Tammie Tang, Senior Portfolio Manager at Columbia Threadneedle comes together with Big Issue Group’s Chair, Nigel Kershaw OBE and Head of Impact, Sasha Afanasieva, to discuss what the fund has achieved against its twin objectives of financial returns and social impact, and what the future may look like for social investing.

Columbia Threadneedle & Big Issue Group: a decade of social & financial returns

Markets have been forced to accept that central banks will not be cutting interest rates as quickly as they had hoped. To the extent that this reflects stronger growth, as in the US, risk assets are protected. But it is also important that central banks see inflation returning sustainably to their respective 2% targets. In this month’s webinar, our Chief Economist, Steven Bell discusses the outlook for growth and inflation in the major economies and draws conclusions for equities bonds and currencies.

Interest rates, growth and financial markets

As the real-world impacts of climate change become more apparent – such as increased flooding, extreme heat, and more chaotic weather - attention is being directed to the risk this poses to companies, investors, and the economy.  As it stands, the world is not on track to achieve the Paris Agreement goals and it is obvious that the impact of current warming is already driving real-world damage. In this talk we will discuss what more investors can do to adequately judge and understand climate-risks, and we will try to dispel the often-held perception that financial climate risks are only a “future”- and not a “now” – problem. To do this we will delve into the basics of climate science and how improved scientific understanding will help us better form judgments on the financial risks, we will also discuss the limitations of current climate/economic modelling and draw on examples from the insurance sector to understand where risks (and opportunities) may lie.

ESG Webinar: Physical climate risk

A strong Q4 brought a challenging year to a close. But what next? We explore prospects from here and explain how the portfolio’s positioned as we progress in 2024. And with 2023 proving to be the hottest year on record, we discuss our efforts to model and then reduce the carbon footprint of our CT Responsible Global Equity Strategy.

Investing responsibly in global equities in 2024 & beyond

In this interactive session we’ll explore key themes driving economies and markets together with their implications for sustainable investment and our portfolios from a performance and positioning perspective.  This time round Simon and Eloise will be joined by Patrick Newens of the UK Equities team for a deep dive into our approach on sustainable investing in the UK, including a spotlight on some of the leading UK firms held in the portfolios.

CT Sustainable Universal MAP range – Q1 2024 update & spotlight on UK equities

Have central banks won the battle with inflation? And if they have - when and how fast will interest rates begin to fall? Join Steven Bell, Chief Economist EMEA, as he offers his take on monetary policy plus a broader assessment of economic and market prospects for 2024.

Opening Bell 2024

Join Scott Spencer and Anthony Willis for our first Multi-Manager webinar of 2024. Alongside reviewing performance in 2023, Scott and Anthony will look forward to prospects in 2024. Has recession in the US been avoided or postponed? Where do we see opportunities and challenges in the months ahead and how are the portfolios positioned accordingly?

Multi-Manager People: Outlook and review for 2024

Given the discounts to net asset values, real estate equity valuations are at levels not seen since the Global Financial Crisis, and we believe there is an exciting opportunity in the REITs market to position for attractive returns. 

Join portfolio manager, Marcus Phayre-Mudge to hear his views on this opportunity and why our CT Global Real Estate Securities Fund is well-placed to take advantage as it celebrates its 10-year track record this December.

In this session Marcus will cover:
 
Why he believes now is the time to be adding REITs to your portfolio. 
The benefits of investing in REITS, including diversification opportunities with attractive liquidity vs physical property.
An overview of the CT Global Real Estate Securities Fund.

REITS: Is now the time?

Outside of US big tech, 2023 has seen poor returns for many financial assets.  Our Chief Economist, Steven Bell, will review the drivers of this disappointing performance and look ahead to market prospects in 2024.  Will broader markets regain upward momentum as the year progresses and where do we see value from here?

Closing Bell 2023

Hamish Mair will provide a live presentation relating to the 30th of September 2023 Net Asset Value and will offer an insight into new investments within the portfolio.

CT Private Equity Trust - 3Q23 update

This webinar will explore how companies can conduct and more effectively integrate supply chain due diligence to identify and prioritise risks, as well as being better prepared to act on severe cases of labour and human rights violations if they occur. The presentation will provide a framework and examples of materiality of supply chain due diligence.

ESG Webinar: Understanding your supply chain risks and preparing to act

As we enter the final months of 2023, join Robert Plant and Keith Balmer to hear the team’s views around current economic backdrop and how this is feeding into asset allocation decisions for the portfolios. They will also deliver an update on performance and positioning of our low-cost multi-asset Universal MAP ranges and will answer any questions posed by the audience.

CT Universal MAP fund range - portfolio manager update

Join us to review Q3 and 2023 year to date performance and activity.  In this session, Jamie Jenkins and Harry Waight of the CT Responsible Global Equity Fund, will also outline why they remain energised by the investment opportunities as they look towards 2024. Furthermore, they’ll illustrate how current positioning and recent portfolio activity is designed to help clients navigate both the near-term market environment, whilst still maintaining an undiminished focus on backing responsible trailblazers.

Responsible Global Equity: Laying the foundations for future success

Two perfect examples of niche global leaders that are also family-owned smaller companies. Both offer long term structural growth that will compound high returns for many years and are core holdings within European Assets Trust.

Niche global leaders

Question: What can be used to increase or decrease risk, provide downside protection and enhance efficient portfolio management? Answer: Derivatives.  Graham will firstly explore the basic characteristics and risks associated with the main types of derivatives. Then, together with Keith Balmer, Director within the BMO Multi Asset team, will bring to life the reasons why they are employed within different investment scenarios of traditional portfolio management.

What role do derivatives play in traditional portfolio management?

Bmo Adviser Edge

Derivatives

Investment Management

Investment Strategy

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What role do derivatives play in traditional portfolio management?

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