Name: Q4 2019 Managed Solutions update
Start: 2020-01-22T11:30:00Z
End: 2020-01-22T12:20:49.000Z
Location: BrightTALK
Rating: 4.6

Listen to portfolio managers sharing their latest updates

Join Portfolio Manager, Helen Bradshaw and Head of Investment Directors, Danny Knight in their quarterly income webinar to discuss their thoughts and portfolio positions considering recent market events. They will also look at the impact the Covid-19 pandemic continues to have on the macro-economic environment and where the opportunities for investors may arise.

Quilter Investors Monthly Income Portfolios Q1 Update

In the Q1 2020 Managed Solutions webcast Paul Craig, Cirilium portfolio manager and Helen Bradshaw, Monthly Income portfolio manager, join Danny Knight to discuss their thoughts and portfolio positions considering recent market events. They will also consider the impact the Covid-19 pandemic continues to have on the macro-economic environment and where the opportunities for investors may arise.

Q1 2020 Managed Solutions update

Join Portfolio Manager, Helen Bradshaw and Head of Investment Directors, Danny Knight in their quarterly income webinar. They’ll share insights on the portfolio construction and current holdings of the Quilter Investors Monthly Income portfolios and will discuss markets and opportunities for income investors.

Quilter Investors Monthly Income Portfolios Q4 Update

In the Q3 2019 Managed Solutions webcast Paul Craig, Cirilium portfolio manager and for the first time, Helen Bradshaw, Monthly Income portfolio manager, will join me to discuss what happened in markets and their portfolios during Q3, and how they are positioning their portfolios to navigate the uncertain geopolitical and macro-economic environment we find ourselves in today.

Q3 2019 Managed Solutions update

Join Portfolio Manager, Helen Bradshaw and Head of Investment Directors, Danny Knight in their first quarterly income webinar. They’ll share insights on the portfolio construction and current holdings of the Quilter Investors Monthly Income portfolios and will discuss markets and opportunities for income investors.

Quilter Investors Monthly Income Portfolios Q3 Update

Danny Knight, head of investment directors, is joined by Paul Craig, portfolio manager, to discuss portfolio positioning and activity in Q2, whilst considering the changes in sentiment that we have seen from a macro and market perspective which has seen an increased divergence of views from commentators. This quarter they are also joined by William Lough, portfolio manager of the UK Dynamic Equity fund at River and Mercantile, who will provide additional insight into the UK equity market and why their active approach offers opportunity in this uncertain environment.

Danny will also give a short update on our new Monthly Income portfolios a month on from their launch as well as the new Cirilium Blend portfolios.

Cirilium Blend launch & Q2 2019 Managed Solutions update

Danny Knight, head of investment directors and Helen Bradshaw, portfolio manager, introduce the Quilter Investors Monthly  Income Portfolios. They will discuss why the portfolios are being launched now, some of the underlying principles of income investing and then take a detailed look at the portfolios, investment process, and some key underlying holdings.

Quilter Investors Monthly Income Portfolios launch

Join Head of Investment Directors Danny Knight and Cirilium Portfolio Manager Paul Craig for the Q1 2019 update on the Managed Solutions portfolio ranges. including:

•management of the portfolios throughout the quarter, performance and positioning
•the strong start to 2019 we have seen across asset classes
•what ‘late in the cycle’ actually means

Q1 2019 Managed Solutions Update

Join Danny Knight, Cirilium Portfolio Manager Paul Craig, and Head of Investments Anthony Gillham, for a Q4 2018 update on the Managed Solutions portfolio ranges. 

During the webcast they will discuss:
•2018 - one of the worst years on record for asset classes delivering negative returns 
•Market losses triggered by investor sentiment rather than a significant change to investment fundamentals
•The outlook for economic growth in 2019 and why we are confident that we are positioned well to take advantage of the opportunities
•How to talk about the events of 2018 with clients in annual reviews.

Q4 2018 Managed Solutions Update

Join Anthony Gillham, Head of Investments and Danny Knight, Head of Investment Directors for an update on the Quilter Investors Creation portfolios. During the webcast, they will discuss:

•2018 - one of the worst years on record for asset classes delivering negative returns 
•Market losses triggered by investor sentiment rather than a significant change to investment fundamentals
•The outlook for economic growth in 2019 and why we are confident that we are positioned well to take advantage of the opportunities

Q4 2018 Quilter Investors Creation Portfolios Update

Join Danny Knight, Cirilium Portfolio Manager Paul Craig, and Head of Investments Anthony Gillham, for a Q3 2018 update and live Q&A on the Managed Solutions portfolio ranges. 

During the webcast, Paul and Anthony will discuss ...

Q3 2018 Managed Solutions Update

Join Anthony Gillham, Head of Investments at Quilter Investors, for a Q3 2018 update and live Q&A of the Creation portfolios. During the webcast, he will discuss...

Q3 2018 Creation Portfolios Update

Join Anthony Gillham, Head of Investments at Quilter Investors, for a Q3 2018 update and live Q&A of the Generation portfolios. During the webcast, he will discuss ...

Q3 Generation Portfolios Update

Please join Danny Knight, Cirilium Portfolio Manager Paul Craig, and Head of Investments Anthony Gillham, for a Q2 2018 update and live Q&A on the Managed Solutions portfolio ranges. 

During the webcast, Paul and Anthony will discuss the management of the portfolio ranges throughout the quarter, performance and positioning, and the market and macroeconomic outlook, detailing the risks and challenges that investors currently face.

Q2 2018 Managed Solutions Update

Join Anthony Gillham, Head of Investments at Quilter Investors, for a Q2 2018 update and live Q&A of the Generation portfolios. During the webcast, he will discuss recent market events, performance and positioning, and where he sees value going forward.

Q2 2018 Generation Portfolios Update

Join Anthony Gillham, Head of Investments at Quilter Investors, for a Q2 2018 update and live Q&A of the Creation portfolios. During the webcast, he will discuss recent market events, performance and positioning, and where he sees value going forward.

Q2 2018 Creation Portfolios Update

Paul Craig looks back over the past decade, identifying the highs and lows and why constant innovation and evolution has allowed Cirilium to deliver consistent returns to investors no matter the market environment.

Quilter Investors Cirilium Portfolios - Celebrating 10 years

In the Q4 2019 Managed Solutions webcast Paul Craig, Cirilium portfolio manager and Helen Bradshaw, Monthly Income portfolio manager, will join me to discuss what happened in markets and their portfolios during Q4, and how they are positioning their portfolios to navigate the uncertain geopolitical and macro-economic environment we find ourselves in today.

Q4 2019 Managed Solutions update

Cirilium

monthly income

multi-asset

Paul Craig

Helen Bradshaw

Danny Knight

Quilter Investors

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Q4 2019 Managed Solutions update

Presented by

About this talk

More from this channel