Managing Client Portfolio's in the Face of Changing Regulation

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.

After the dust has settled on Brexit Day, March 29th 2019 - where are we now? What does the future hold for England, Great Britain, and Europe?

This Webinar will bring together some of the most influential thought leaders in the Brexit conversation to discuss the implications.

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?

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 adoption rates of smart beta among asset owners rose from 26% in 2015 to 48% in 2018 according to the FTSE Russell survey on smart beta. The growth in assets has been similarly impressive and according to Morningstar smart beta assets under management grew from USD 280bn at the end of 2012 to USD 999bn at the end of 2017. One of the key secondary effects of this significant growth is to put continued pressure on the margins of actively managed products.

The main purpose of the panel discussion will be to understand the reasons behind this runaway growth, how smart beta is developing and whether this growth is sustainable. The panelists will present their views on issues such as:
- whether smart beta is the same as factor investing
- how they decompose this broad universe
- the role of smart beta in new areas such as bond investing and even hedge fund or
- private equity investing
- how ESG can be applied to smart beta investing
- the ability to market time between ‘factors’

Panellists;
Justin Simler, Independent Industry Expert
Christopher Peel, Chief Investment Officer, Tavistock Wealth
Nicolas Rabener, CAIA, Managing Director, FactorResearch

In a year that has seen the $5tr Global ETF industry go from strength to strength, hear the opinion from thought leaders and industry insiders as to what drove that success.

You'll learn which new investment themes were launched in 2018, which ETFs gathered the most assets and returns and where the ETF market is heading in 2019.

With so many products to choose from hear the views of our panel as to what the industry trends will be in the year ahead.

Via our panel of investment professionals you will learn about the different ways that these diversified investment funds can be deployed in both bullish and bearish markets.


Allan Lane - Moderator (Co-Founder of Algo-Chain)
James McManus - Head of ETF Research - Nutmeg
Hector McNeil - Co CEO - HANetf
Irene Bauer - CIO Twenty20 Investments
John Swolfs - CEO Inside ETFs

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

A lot can happen in a month, particularly if you were working in the investment management industry recently.

In this ETF Summit Webinar, we hear the opinion from thought leaders and industry insiders the increasing amount of investor money flooding into Fixed Income ETFs, and how the ETF Industry has been coping with the big news events that show no sign of abating - China, Brexit, and Trump.

You'll learn about:

- The selection criteria to consider when selecting Bond ETFs and other Fixed Income ETFs.

- Which ETFs have gathered the most assets since the start of the 2019

- Whether there is a consensus of opinion as to which categories of ETFs offer the best opportunities in the months ahead.

As Brexit approaches, some banks are relocating, currencies are fluctuating, and markets are moving as well - are there any possible scenarios are not priced into the market?

This webinar will cover:
The current state of negotiations.
Who will win and who will lose if brexit happens - and if it doesn't.
How Investment Managers are doing scenario planning.

Panellists
Jon 'JB' Beckett, Senior Manager - Fund Manager Assessment, Scottish Widows
James Alexander, UK Wealth and Asset Management, Accenture