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No. 2: Coronavirus caution: Emerging opportunities amidst the panic

Join us for episode 2 of our live Coronavirus webinars. We aim to share our research and thoughts with you, and help provide insight in these unprecedented times. You will have the opportunity to ask questions to our panel of experts, which includes:

Jeremy Lawson, Chief Economist
Gerry Fowler, Investment Director Multi-asset Funds
Craig MacDonald, Global Head of Fixed Income
Devan Kaloo, Global Head of Equities

We look forward to the discussion and hope we can address some of your concerns.

*This webinar has replaced our usual quarterly Global Outlook.
Recorded Mar 24 2020 46 mins
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Presented by
Jeremy Lawson, Chief Economist
Presentation preview: No. 2: Coronavirus caution: Emerging opportunities amidst the panic

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  • Real Estate: Shopping through Covid-19 and beyond Recorded: Sep 10 2020 28 mins
    Anne Breen, Graham Porter & Kerri Hunter
    The growth of e-commerce over recent years has weighed heavily on retail real estate. A pandemic and the unprecedented locking down of consumers have provided the strongest possible push factor towards even greater adoption of e-commerce. For many previously reticent consumers, a psychological barrier has been breached. And for many retail assets around the world, the process of price discovery to reflect the impact of this structural change is only just beginning.

    Our panel of experts discuss this topic and address investors’ concerns:

    Anne Breen, Global Head of Real Estate Investment Process & Strategy
    Graham Porter, Head of UK Real Estate Investment Research
    Kerri Hunter, Fund Manager
  • Rising opportunities in industrials and logistics after Covid-19 Recorded: Aug 20 2020 27 mins
    Anne Breen, Craig Wright, James Whyte
    Covid-19 has accentuated and accelerated many of the key drivers in the industrial and logistics markets. The way we live has been abruptly, and possibly permanently, changed as people have been forced into finding new ways to source goods and amenities. While this has been positive in some respects for logistics demand, many supply chains have been disrupted and all industrial tenants are going through a massive stress test on their business models.

    Hear from our experts about the rising opportunities in Logistics:

    Anne Breen, Global Head of Real Estate Investment Strategy
    Craig Wright, Senior Research Analyst
  • ASI Research Institute: Bouncing back – how fast and how far? Recorded: Aug 13 2020 47 mins
    Robert Gilhooly, Sree Kochugovindan, Luke Bartholomew
    Join us for episode 14 of our live webinars series with:

    Robert Gilhooly - Senior Emerging Markets Research Economist, Research Institute
    Sree Kochugovindan - Senior Research Economist, Research Institute
    Luke Bartholomew - Investment Strategist, Research Institute

    The global economy has begun to bounce back from the coronavirus shock. But how much more recovery can we expect and what are the risks to the outlook? And how should investors incorporate long-term structural trends that have been amplified by the shock?
  • Global Absolute Return Strategies (GARS) Quarterly update Recorded: Jul 30 2020 47 mins
    Gerry Fowler, Investment Director of Global Multi Asset Strategies
    Listen to an update from Gerry Fowler, Investment Director of Global Multi-Asset Strategies, discussing the key themes within the Global Absolute Return Strategies (GARS) portfolio, how the fund has performed during the quarter and providing a summary of our current positions as we duck dive through the wave and rise up into the calm sea.
  • Real Estate sector views - The future of offices Recorded: Jul 21 2020 21 mins
    Anne Breen, Head of Investment Strategy (Real Estate)
    We believe the COVID-19 crisis has mostly accelerated trends that were already underway prior to the pandemic, with flexibility being the key focus - 1) flexible work arrangements, and 2) flexible workspace solutions.

    Listen to our panel of experts discuss the office market, what we expect over the long-term, competition for tenants and the why investor would benefit from value-add services to differentiate.

    Speakers:
    Anne Breen, Head of Investment Strategy (Real Estate)
    Min-Chow Sai, Head of Asia & N.America Real Estate Investment Strategy
    Jason Baggaley, Real Estate Fund Manager
  • ASI Research Institute: Will the recovery last? Recorded: Jun 30 2020 49 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 13 of our live coronavirus caution webinar series. As lockdowns continue to ease an economic recovery has begun. How confident can we be that this recovery will have legs? And how should macro investors play that recovery considering the rally in risk assets that has already occurred amid the long-term structural challenges that have not gone away?

    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Paul Diggle, Senior Economist ASI Research Institute
    Gerry Fowler, Investment Director Multi Asset

    We look forward to an interesting discussion and to addressing your questions and concerns
  • Asian and Emerging Market Debt – challenges and opportunities Recorded: Jun 2 2020 44 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 11 of our live Coronavirus webinars on Emerging Market and Asian debt. During this session our experts will share their thoughts on the challenges and opportunities in these debt markets following the COVID-19 sell-off.
    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Brett Diment, Global Head of Emerging Market Debt
    Adam McCabe, Head of Fixed Income, Asia and Australia

    We look forward to an interesting discussion and to addressing your questions and concerns
  • No.9 Coronavirus caution: A focus on Private Markets Recorded: May 12 2020 47 mins
    Jeremy Lawson, Chief Economist & Gershon Cohen, HO Concession Infrastructure & Nalaka De Silva HO Private Mkts Sol
    Join our expert panel live where they will be discussing Private Markets in the unprecedented environment, sharing insights on market activity, transactions, liquidity and solvency. We’ll also discuss our view on asset allocation, creation of income streams and the resilience of concession infrastructure.

    Panel:
    Jeremy Lawson, Chief Economist
    Gershon Cohen, Global Head of Concession Infrastructure
    Nalaka De Silva, Global Head of Private Markets Solutions
  • What’s been driving your hedge fund benchmark? Recorded: May 6 2020 29 mins
    Duncan Moir, Joe Mizzoni & Jennifer Lau
    Join us live where our expert panel - ASI’s Duncan Moir and senior members of the alternatives strategies research team Joe Mizzoni and Jennifer Lau – will discuss how hedge funds and liquid alternatives coped during March. Also covered will be strategy performance, merger arb spreads and troubles in credit-land.
  • No.8 Coronavirus caution: ASI Research Institute Recorded: May 5 2020 49 mins
    Jeremy Lawson, Chief Economist
    Join our ASIRI panel live where they'll be discussing the latest global economic forcasts, the political outlook and how it interacts with the long-term consequences of CV-19.

    ASI Research Institute - original research at the intersection of economics, policy and markets.

    Panel:
    Jeremy Lawson, Chief Economist
    Paul Diggle, Senior Economist
    Robert Gilhooly, Snr Emerging Markets Research Economist
    Stephanie Kelly, Political Economist
  • No.7 Coronavirus caution: A focus on European Equities Recorded: Apr 28 2020 46 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 7 of our live Coronavirus webinars where we focus on European Equities. Our panel of experts will look at the macro-economic issues facing European markets, how ESG factors are particularly relevant, and where opportunities are starting to emerge. You will have the opportunity to ask questions of our panel of experts.

    Jeremy Lawson, Chief Economist
    Ben Ritchie, Head of European Equities
    Rosie French, Senior ESG Analyst, European Equities

    We look forward to the discussion and hope we can address some of your concerns.
  • Global Absolute Return Strategies (GARS) Fund update Recorded: Apr 23 2020 36 mins
    Katy Forbes, Head of Absolute Return, Multi-Asset Solutions
    Please join us to hear an update from Katy Forbes, Head of Absolute Return, Multi-Asset Solutions, discussing the key themes within the GARS portfolio and providing a summary of our current positions during the COVID-19 pandemic.
  • No.6 Coronavirus caution: A focus on Real Estate Recorded: Apr 21 2020 49 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 6 of our live Coronavirus webinars where we focus in on Real Estate. We aim to share our research and thoughts with you, and help provide insight in these unprecedented times. You will have the opportunity to ask questions to our panel of experts.

    Jeremy Lawson, Chief Economist

    We look forward to the discussion and hope we can address some of your concerns.
  • European Corporate Bond Fund Q1 Update Recorded: Apr 17 2020 44 mins
    Felix Freund and Josef Helmes
    European Corporate Bond Fund Q1 Update with Felix Freund and Josef Helmes
  • Global Corporate Bond Fund Q1 Update Recorded: Apr 17 2020 41 mins
    Craig MacDonald
    Global Corporate Bond Fund Q1 Update with Craig MacDonald
  • No.5 Coronavirus caution: A focus on Multi Asset Recorded: Apr 14 2020 48 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 5 of our live Coronavirus webinars where we focus in on Multi Asset. We aim to share our research and thoughts with you, and help provide insight in these unprecedented times. You will have the opportunity to ask questions to our panel of experts.

    Jeremy Lawson, Chief Economist
    Aymeric Forest, Head of Multi-Asset Solutions
    Gerry Fowler, Global Multi-Asset Strategy
    Mike Brooks, Head of Diversified Assets

    We look forward to the discussion and hope we can address some of your concerns.
  • No.4 Coronavirus caution: A focus on Equities Recorded: Apr 7 2020 49 mins
    Jeremy Lawson, Chief Economist & Devan Kaloo, Global Head of Equities
    Join us for episode 4 of our live Coronavirus webinars, where we focus in on Equities. We aim to share our research and thoughts with you, and help provide insight in these unprecedented times. You will have the opportunity to ask questions to our panel of experts.

    Jeremy Lawson, Chief Economist
    Devan Kaloo, Global Head of Equities
    Andrew Millington, Head of UK Equities
    Ben Ritchie, Head of European Equities

    We look forward to the discussion and hope we can address some of your concerns.
  • No.3 Coronavirus caution: A focus on Fixed Income Recorded: Mar 31 2020 45 mins
    Jeremy Lawson, Chief Economist & Craig MacDonald, Head of Fixed Income
    Join us for episode 3 of our live Coronavirus webinars where we focus in on Fixed Income. We aim to share our research and thoughts with you, and help provide insight in these unprecedented times. You will have the opportunity to ask questions to our panel of experts.

    Jeremy Lawson, Chief Economist
    Craig MacDonald, Head of Fixed Income
    Brett Diment, Head of Global Emerging Market Debt
    Nicholas Kordowski, Head of Fixed Income Research

    We look forward to the discussion and hope we can address some of your concerns.
  • No. 2: Coronavirus caution: Emerging opportunities amidst the panic Recorded: Mar 24 2020 46 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 2 of our live Coronavirus webinars. We aim to share our research and thoughts with you, and help provide insight in these unprecedented times. You will have the opportunity to ask questions to our panel of experts, which includes:

    Jeremy Lawson, Chief Economist
    Gerry Fowler, Investment Director Multi-asset Funds
    Craig MacDonald, Global Head of Fixed Income
    Devan Kaloo, Global Head of Equities

    We look forward to the discussion and hope we can address some of your concerns.

    *This webinar has replaced our usual quarterly Global Outlook.
  • Global Absolute Return Strategies (GARS) quarterly update Recorded: Jan 29 2020 40 mins
    Katy Forbes & William Martinez
    Please join us to hear an update from Investment Director, Katy Forbes and William Martinez discussing the key themes within the portfolio and providing a summary of our current positions and outlook for Q1 2020.
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  • Live at: Mar 24 2020 2:15 pm
  • Presented by: Jeremy Lawson, Chief Economist
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