Multi Asset Sector Review: A Morningstar OBSR Overview

COVID-19 has changed the investment world and disrupted markets, and Emerging Markets have not been spared. Governments and companies instituted policies requiring half the world's population to stay at home, business and markets have been affected in ways that are seen but yet to be felt fully. As the market prices change with such diverse investments as commodities and travel, how will the providers of these products & services fare? With digital services being widely consumed, will this be a boon for emerging markets to make up any deficit their exports may have caused?

Join this Panel to hear:
- An economic update on Emerging Markets;
- How Emerging Markets are facing the “Covid19 Crises” and what are the main challenges of the Asset Class;
- Risk and Opportunities

Panel:
Antonio Curia, Head of Economic Research Unit, Wimmer Financial LLP (Moderator)
Rob Brewis, Fund Manager, Aubrey Capital
Altaf Kassam, EMEA Head of Investment Strategy & Research, SSGA
Alfred Bryant, Portfolio Manager, River and Mercantile Group

Financial markets had to navigate a huge market shock in Q1 this year, where some equity indices fell 30% in a little over 20 trading days. During this time of unprecedented volatility, London Stock Exchange and other European exchanges witnessed new records for ETF trading. Join this talk with Ivan Gilmore from London Stock Exchange and Jason Warr from BlackRock on ETF resilience throughout this turbulent period.

They will discuss the impact on primary and secondary market trading and how they expect the ETF ecosystem to evolve with new innovative products, new functionalities such as RFQ 2.0 with order book sweep, as well as post trade enhancements.

Speakers:
- Ivan Gilmore, Head of Exchange Traded Products & Global Product Development, London Stock Exchange
- Jason Warr, Managing Director, EMEA Head of EII Markets, BlackRock

In this webinar, Xtrackers will:

- Give an overview of recent market flows,

- Dive deeper into the incorporation of sectors, factors and ESG in portfolios during the COVID-19 global crisis,

- Touch on valuations and momentum, and

- Conclude on where product development is heading.

The size, increased international access, and differentiated performance characteristics of China's equity and fixed-income markets make having a sound investment strategy around China more critical than ever before.

KraneShares offers core and thematic strategies for our clients to gain strategic access to China's markets.​

Our core equity strategies include access to China A-shares and ESG opportunities. Our thematic strategy offers exposure to China's booming domestic consumption trend, which is increasingly taking place online. Our most recent fund provides exposure to China's bond market, which may provide a meaningful, uncorrelated source of yield for fixed income investors.

Our strategies are formed based on our in-depth knowledge of investing and are differentiated through strong partnerships within China and around the world. We help investors stay up to date on global market trends and aim to provide meaningful diversification.

About the speaker:

Sjef Pieters joined KraneShares as the Head of European Sales in 2018 to build and expand the firm’s business and client base in Europe. He is responsible for managing relationships with a broad range of investor types including pension funds, (private) banks, wealth and asset managers and family offices.

Prior to KraneShares, Sjef held a number of different business development and sales roles at different asset managers representing a range of investment solutions and strategies range such as ETFs, managed accounts, mutual funds and hedge funds.

Sjef is excited to bring KraneShares’ insights in investing in China and other markets to investors in Europe.

For clients interested in UCITS please contact Sjef Pieters directly: Phone: +31 (6) 492 496 89 Email: sjef.pieters@kraneshares.com

When it comes to investing in ETFs, there is a balance between investing in a Fund that offers the
greatest return at the lowest cost, without additional risk.

So, what does the future hold post Covid19 pandemic?

Join this webinar with Scott Bewley, Founder at Enterprisesaas.co to learn:
- How to define value today
- How to measure value
- How to ensure enduring value in the future

We will cover HANetf’s unique product range, discussing how our thematic emerging markets ecommerce and cloud technology ETFs provide investors exposure to global megatrends. Hector will also talk about The Royal Mint’s first financially listed product, as well as the recently launched Bitcoin ETP.

- Introduction to HANetf

- Emerging Markets Internet and Ecommerce UCITS ETF (EMQQ): thematic exposure aligned with long-term global demographic and technological changes that expanding internet accesses and increasing affluence and consumerism in the developing world.

- HAN-GINS Cloud Technology UCITS ETF (SKYY): a thematic ETF providing exposure to companies active in the field of cloud computing, such as service providers or producers of equipment or software focused on cloud computing.

- The Royal Mint Physical Gold ETC (RMAU): introducing the first financial product to be sponsored by The Royal Mint and the first gold ETC custodied with a European Sovereign mint. Investing in responsibly sourced gold bars through an ETC with reduced systemic risk.

- BTCetc Bitcoin Exchange Traded Crypto (BTCE): Physical bitcoin exposure, exchange traded, and the first crypto ETP to be centrally counterparty cleared globally. Own and trade bitcoin through a regulated exchange. Bitcoin as an asset class.

- Q&A

Join Netwealth’s investment manager, Simon McConnell, as he shares insights into how to ensure you have the best combination of active and passive in your investment approach.

The webinar will explore:

- How combining active asset allocation with cost efficient implementation can enhance client outcomes

- Why a holistic approach to considering clients’ wealth can combine both active and passive holdings within their total portfolio

- Key future developments we envisage for the ETF investment landscape

About the speaker:
Before joining Netwealth in 2016, Simon was a portfolio manager in the Multi Asset team at UBS Asset Management, both in London and Hong Kong. He is a key contributor in the Netwealth investment committee, focusing on idea generation, instrument selection and portfolio construction. Simon is responsible for ongoing portfolio management, monitoring and trade implementation.

Shuang Cai - President, China Post Global provides insight on the China markets and discusses smart beta investment solutions.

When it comes to investing in ETFs, there is a balance between investing in a Fund that offers the
greatest return at the lowest cost, without additional risk.

So, what does the future hold post Covid19 pandemic?

Join this webinar with Scott Bewley, Founder at Enterprisesaas.co to learn:
- How to define value today
- How to measure value
- How to ensure enduring value in the future

Todd Buchholz, renowned economist, White House adviser and best-selling author, joins James Maitland and Sonal Patel from Ocorian to discuss the adaptability and resilience of global capital markets following the world’s lockdown. Topics covered will include: global economic and capital market trends, distressed debt, the return to growth and opportunities in the credit sector.

Panel:

Todd Buchholz, Former White House Director of Economic Policy, Economist and Author
Sonal Patel, Managing Director, Head of Sales - Americas, Bermuda, Caribbean - Ocorian (moderator)
James Maitland, Regional Head of Americas and Global Capital Markets Service Line Leader - Ocorian

Join Rob Brewis, Fund Manager, Andrew Dalrymple, Investment Director, and John Ewart, Fund Manager as they explore challenges that Covid-19 has uncovered, and share investment solutions that Aubrey Capital Management is offering

Topics covered include:
- What is the outlook for EM now?
- Why focussing on the EM consumer is important.
- Why China has been key to this Fund’s success through the Covid-19 crisis
- What makes the Aubrey approach different?

The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics.

Our Panel includes:
[Moderator] Justin Simler of Tatton Investment Management
Richard Lightbound, CEO, EMEA of Robo Global
Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
Christopher Gannatti, Head of Research, Europe for WisdomTree

As markets react to COVID-19, this panel brings together leading real estate professionals to discuss the outlook for the global real estate market.

Markets are still reeling from the impacts of Covid-19 on the global economy. What has this done to the ETF market? Is liquidity an issue? What industries have shown more promise than others? And, what is the outlook moving forward?
In this webinar, you'll learn:
- Performance of the ETF marketing thus far in 2020
- How different sectors have been performing
- What areas of opportunity are
- How to communicate these learnings with clients

Join this talk with Laure Peyranne on how fixed Income ETFs have held up during the March drawdown and how they have passed the liquidity test there were due for.

We are seeing more demand for ESG investment solution and regulation is also pushing. ETFs are easy tools to use from an allocation perspective and from a regulatory approach.

About the speaker:
Laure is a professional with 15 years of experience in the asset management industry, with very strong expertise in the ETF field, together with an in-depth knowledge of clients’ needs. Prior to joining Invesco in 2018, Laure worked for 6 years as Head of Amundi ETF & Smart Beta strategies for Iberia and Latin America, boosting Amundi from scratch to become the 3rd ETF provider in the region. Before that, she was Senior Sales Manager for Societe Generale for 6 years, covering France, Iberia and Latin America.

This talk with Guidance Consultancy's Kaleem Hussain will cover:

Economic Contraction – Fall in GDP and Increase in Unemployment,

Financial Services Change – Increase in debt, state dependency, Universal Income Proposition

Legal & Regulatory Changes – Covid-19 Secure workspaces, compliance, business continuity

Working Patterns Shift – Increase scope for remote working, health and well being, collaboration meetings, less dependency on business office space, automation.

Education & Learning – Increase in distance learning and online learning. Impact on higher education, international students, fees. Learning provider adjustments.

Society – Role of the state, Big Society, localism and regionalism

Risk Management – Cyber attacks, threats, Covid-19 mitigation, fraud, crime, Brexit impacts

Winners and Losers in a Pandemic World – Amazon, Tesco, Netflix, Zoom, Youtube, Markets, Sports, Theatre, Arts, Movies, Charities.

Kaleem has a multi-disciplinary public and private sector background working on regulatory change and transformation programmes for the major financial services and government organisations in the UK.