Investment themes for 2016: Finding Credit Opportunities in a Multi-Speed World
With the Fed poised to raise interest rates, at the same time as the ECB continuing its QE programme, expectations for growth and inflation are diverging across global regions.
PIMCO Credit Portfolio Manager Ketish Pothalingam and Jon Dabinett examine the impact this has on the opportunities and risks in credit markets, and identify our best investment ideas for the year ahead.
RecordedDec 9 201533 mins
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After the Federal Open Market Committee meeting and the Bank of England's Monetary Policy meeting, this webinar will discuss the implications of monetary policy and interest rates and how this will affect developed and emerging markets.
Bo Huang, Tilney Group | Charles Morris, Atlantic House Fund Management | Mark Witten, ACT Capital Partners
While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.
This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:
- The Impacts of a strong US dollar on Emerging Markets.
- How trade agreements, and disagreements, will shape markets.
- What industries will see the most and least activity from emerging markets investors?
Igor Tsukerman, President & CIO, Passed Pawn Advisors
As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
The Wealth Management industry is increasingly required to cut costs & ensure their clients are getting the best returns for their money. Smart Beta, or creating passive investments that are chosen using more than just cap-weighted selection parameters, may seem like a panacea to this problem.
This webinar will dive into how Wealth Managers are using Smart Beta in their strategies, and will ask questions such as:
- How will regulations such as MIFID II affect wealth managers portfolios and usage of Smart Beta?
- Is it possible to use Smart Beta as a Premium Offering?
- Will Smart Beta mean the end of Active Management in the next 5 years?
The World Economic Forum Annual Meeting in Davos-Klosters is the foremost creative force for engaging the world’s top leaders in collaborative activities to shape the global, regional and industry agendas at the beginning of each year.
There are 4 themes that are shaping the world right now, and there are investment implications for all of them.
- Global economic leadership is no longer dominated by multilateralism but characterized by “plurilateralism”
- The balance of global power has shifted from unipolar to multipolar
- Ecological challenges, including but not limited to, climate change, are threatening socio-economic development
- The Fourth Industrial Revolution is introducing technologies at a speed and scale unparalleled in history
This panel will discuss how investors can harness the power of these trends and create profit with purpose in finding their solutions.
Matthew Wood Creative Marketing Strategist ClientsFirst
Linkedin is now the go to B2B marketing platform with over 250 million active monthly users and 40% of those visiting the site daily. You can be sure than your audience is there are ready to have meaningful conversations.
But, it's often underused as a way to generate new high quality leads. when really it should be one of the main platforms in a b2b marketers arsenal.
In this webinar you will learn:
- How to leverage Linkedin's advertising capabilities to generate high quality leads
- How to start organic conversations on Linkedin using content
- How to use thought leader tactics to increase your businesses reach
Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.
What are good strategies to take advantage of this situation?
This panel will join leading emerging market participants to discuss:
- Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
- How to think about where opportunities lie in chaos.
- which securities are seeing the most flows and why?
- Which industries will be most affected by trade wars, a strong US dollar, and elections around the world
Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.
In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.
Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.
This webinar will cover:
- What will be the impacts of a strong US dollar on markets?
- How will trade agreements, and disagreements, will shape markets in the next 6 months?
- What industries will see the most and least activity from investors?
- Which emerging markets funds are seeing inflows and outflows, and why?
Richard Lightbound, Meryam Omi, Justin Simler, Adrie Heinsbroek
A few years ago "ESG” was just a page at the back of a presentation. Today it has achieved greater prominence with new initiatives such as impact investing and the United Nation’s Sustainable Development Goals. However, questions still remain about what ESG integration really means and whether the increasing use of frameworks and questionnaires is distracting from engagement.
This expert panel will look at what ESG integration means and at the practical implementation of ESG considerations within portfolios. They will discuss whether ESG can be implemented, at best, without negatively impacting returns or whether there is recent evidence that it can actually benefit both risk and return.
While impact investing dominates the headlines, most of the assets that firms manage on behalf of their clients integrate an assessment of ESG factors into their process but do not tilt towards sustainable investments. The panel will discuss this issue and the likely future trends in ESG investment including how ESG fits in with the Mega trends defined by the PRI or WEF.
Justin Simler, Independent Industry Expert
Richard Lightbound, Managing Partner & CEO - EMEA, ROBO Global
Adrie Heinsbroek, Head of Responsible Investing, NN Investment Partners
Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management (LGIM)
Ben Yeoh, Senior Portfolio Manager, RBC Global Equity
The debate surrounding the use of ESG tools and information is clearly favouring ESG as a tool for lower risk and enhancing return.
In the live webinar, we explain why companies and investors need to be thinking about ESG and intangibles to enable better performance and will take questions on ESG topics.
* the latest academic evidence on why ESG adds value
* the latest frontiers of ESG, use of SDGs (Sustainable Development Goals)
* debates on the imperfection of Sustainability Ratings and divestment campaigns
* stewardship codes and increasing regulatory interest in ESG
In this session, Kennedy Tsang and Harry Yu, from SBI E2 Family Advisors and SBI China Capital, will walk you through:
- History of shrimp farming in the role of creating social and economic change;
- The “SEED” principle to sustainable win-win success
- Customisation of the model to enable social impact investment;
- Keys to success for shrimp farming social impact investing;
This session is specifically designed for HNW individuals, investment managers and funds that are interested in social impact investment.
Raméz A. Baassiri, a entrepreneur in multigenerational family business and author of the Amazon best seller book, and Forbes book Interrupted Entrepreneurship: - Embracing Change in Family Business.
This book talks about the need for a family investment fund in order to face, handle and manage interruptions in family business.
In this discussion we talk about:
What separates an investment fund from a Family Investment Fund
How his Investment Fund is structured
What areas of industry the business operates in
Whether multiple investment Funds are a good idea or not
John Redwood, Chief Global Strategist, Charles Stanley
People with savings want to earn a decent return without running too much risk. Some have saved out of their earnings, some have built up capital in a business which they sell, some have inherited some money. None of them want to throw it away. In an era of ultra-low interest rates just putting it in a bank means the value of your capital goes down each year, as prices are rising faster than the return on a deposit. That’s why many conclude they do need to take some more risk, to own some shares and bonds that offer a higher income but can also go down in value.
Investment managers need to maximise return for a given level of risk, and need to construct portfolios so not everything goes down at the same time if things do go wrong. This talk will examine how you spread your risks, and argues that over the longer term buying a portfolio of shares usually delivers a return above inflation, with a rising income from increasing dividends. Managers also are able to choose from a range of different countries with different currencies for their shares, and to look at the opportunities in commercial property as well. That can help find the right mix of return and risks.
Michael Faherty, PM for Stryx World Growth & Tassilo Seilern, Head of Research
Seilern Investment Management is an asset manager based in London that specializes in long-only equity investments. The investment strategy focuses exclusively on quality & growth stocks, and takes a long-term view.
At the heart of Seilern Investment Management lies an unwavering conviction in its investment philosophy as well as a disciplined and process driven approach to executing its strategy.
Michael Faherty, portfolio manager of Stryx World Growth, and Tassilo Seilern, Head of Research, will discuss the philosophy behind the funds, and the types of quality-growth companies that they look for.
Alexander Gunz, Portfolio Manager, Heptagon Capital
The Heptagon Future Trends Fund provides investors with access to a high-conviction, concentrated portfolio of global equities that are exposed to a diverse set of themes, all of which look set to grow in importance.
The team at Heptagon Capital has been writing proprietary thematic commentaries on topics as varied as robotics and molecular diagnostics for the last seven years.
Heptagon subsequently launched a UCITS fund centred on its best-of-breed ideas derived from this research at the start of 2016. The Fund focuses on a wide number of themes (currently 12), but invests exclusively in businesses that offer pure-play exposure to the trends in question (defined as at least 75% revenue being theme-derived).
All of the businesses in which the Fund invests are market leaders in their respective fields, spending above-average levels of research and development in order to sustain their dominant position.
Leading plays on cybersecurity, alternative energy, and robotic-assisted surgery have been the biggest contributors to returns over the past year, highlighting the diversity of the Fund.
Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace Young
Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.
Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.
The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.
Justin Simler, Chris Watling, Lothar Mentel, Lars Kreckel
This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as:
* The underlying strength of the US economy and the timing, and potential causes, of recession
* Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity
* Whether the downtrend in labour’s share of income is likely to reverse
* The outlook for the US dollar and the emerging markets
The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more.
Justin Simler, Industry Expert
Lars Kreckel, Global Equity Strategist, Legal and General Investment Management
Chris Watling, CEO & Chief Market Strategist, Longview Economics
Lothar Mentel, Chief Investment Officer, Tatton Investment Management
Investment themes for 2016: Finding Credit Opportunities in a Multi-Speed WorldKetish Pothalingam, Portfolio Manager, PIMCO & Jon Dabinett, Account Manager, PIMCO[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]32 mins