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Global Markets and the Implications for Asset Allocators - Q4 2020

Join us on 22 October at 10:00am GMT / 11:00am CET for our quarterly asset allocation webinar.

Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

You will also be able to put your questions directly to Yoram and Andrew during the session.
Live online Oct 22 9:00 am UTC
or after on demand 60 mins
Your place is confirmed,
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Presented by
Yoram Lustig & Andrew Armstrong
Presentation preview: Global Markets and the Implications for Asset Allocators - Q4 2020

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  • Global Markets and the Implications for Asset Allocators - Q4 2020 Oct 22 2020 9:00 am UTC 60 mins
    Yoram Lustig & Andrew Armstrong
    Join us on 22 October at 10:00am GMT / 11:00am CET for our quarterly asset allocation webinar.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • Evaluating emerging markets through 2020 and beyond Recorded: Jul 10 2020 32 mins
    Gonzalo Pángaro & Malik Asif
    The events of 2020, including the global coronavirus pandemic, have provided another tough test for emerging markets (EM). As we analyse the prospects for stocks individually and collectively, we are focused on the resilience of businesses, and which companies are poised to move forward in a strong position.

    Gonzalo Pángaro, Portfolio Manager, Emerging Markets Equity Strategy, and Malik Asif, Associate Portfolio Manager, answer your questions and share their thoughts on where the key risks and opportunities lie for EM investors. This session includes:
    •A discussion of the current global EM landscape and outlook
    •Our views on the countries and sectors key to EM's recovery
    •Analyst insights from our meetings with company management teams
    •The drivers behind the strategy's performance year-to-date
    •How the portfolio is positioned at the midpoint of 2020
  • US equities: Your questions answered Recorded: Jun 29 2020 45 mins
    Julian Cook and Eric Papesh
    In this webinar, Julian Cook and Eric Papesh, Portfolio Specialists in our US Equity Division, offered their perspectives and a bottom-up view on some of the questions at the forefront of investors' minds. As one of the largest active managers of US equities, we can bring a consolidated view from (virtual) boardrooms across the US. Topics covered included the coronavirus, whether the current divergence between the economy and stockmarkets is sustainable, trade wars and the US elections, growth vs value, and more.
  • Global Markets and the Implications for Asset Allocators - Q3 2020 Recorded: Jun 25 2020 45 mins
    Yoram Lustig & Andrew Armstrong
    Join us on 25 June at 10:00am BST / 11:00am CET for our quarterly asset allocation webinar.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • The outlook for Asian equities in H2 2020 Recorded: Jun 24 2020 57 mins
    Anh Lu, Portfolio manager
    In this update, Anh Lu shared her thoughts on the current market environment in Asia and assessed both the short- and long-term investment outlook for the region. She explains why we are cautious given a lack of visibility and potential for a market correction in the short-term but our long-term constructive outlook for Asia ex-Japan equities remains unchanged. Anh also discusses the areas of the market we are focusing on which we believe should come out of the crisis stronger.
  • Navigating the path ahead in Asia Recorded: May 27 2020 32 mins
    Eric Moffett, Portfolio Manager
    In this webinar, Eric Moffett, Portfolio Manager, Asia Opportunities Equity Strategy, discusses the situation in Asia as life returns to normal in some parts of the region and lockdowns ease. Eric shares his outlook for Asia ex-Japan markets, the insights he’s gleaning from local companies, competitors, suppliers and officials, and how he’s positioning for what lies ahead.
  • Asset Allocation Outlook – Clients’ Questions Answered Recorded: May 11 2020 12 mins
    Yoram Lustig, Head of Multi-Asset Solutions, EMEA
    In this discussion Yoram Lustig, Head of Multi-Asset Solutions EMEA, focuses on 10 of the questions we’re getting most frequently from clients across EMEA. In the interviewer’s chair will be Head of UK Advisory Matt Jenkins.
  • Technology and Coronavirus: The Digitalization of the Economy Gathers Steam Recorded: May 7 2020 49 mins
    Alan Tu, Portfolio Manager
    The coronavirus pandemic and governmental responses to mitigate its spread have heightened economic uncertainty and market volatility. Pivotal moments like the current crisis can push enterprises and consumers to embrace change much faster than they would under normal circumstances. Near-term turbulence aside, this should accelerate the digitalization of the economy and the powerful secular trends that we expect to create long-term value in the technology sector Alan Tu, Portfolio Manager, Global Technology Equity Strategy, shares the tech team’s latest insights and his views on the long-term opportunities created by recent market dislocations. Alan discusses the technology landscape of today and tomorrow, nuanced insights gleaned from our global research platform, and where he’s finding compelling risk/reward profiles in his investment universe.
  • Global Focused Growth Podcast with David Eiswert Recorded: May 5 2020 17 mins
    David Eiswert, Portfolio Manager
    In this 20-minute update, David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy, talks to Darius McDermott at independent research firm FundCalibre about his team’s response to the coronavirus pandemic and recent market volatility. He explains how the crisis differs from those he’s experienced in the past, how he’s characterised this crisis into three defined stages and what signs of improvement he’s been focusing on. He also shares some of the areas where he’s been finding opportunities and why he’s adopting a carefully contrarian approach. Finally, he talks about the situation in the US and the prospects for this year’s election.
  • Unprecedented Global Stimulus and U.S. Policy Impacts on Fixed Income Recorded: May 4 2020 58 mins
    Mark Vaselkiv, Arif Husain, Steve Boothe, Katie Deal
    We walk through a discussion of:

    The many extraordinary measures taken by governments and central banks to confront the societal and economic impacts of COVID-19

    The Credit markets today and downstream impacts

    View from Washington

    Dislocated markets and moving forward

    Audience Q&A
  • After the Oil Shock: Insights on the Energy Sector Recorded: Apr 27 2020 57 mins
    Shawn Driscoll, Portfolio Manager, Global Natural Resources Strategy
    We have seen dual shocks to the oil market—a demand shock from the coronavirus and a supply shock from the collapse in talks between OPEC and Russia that prompted production increases several weeks ago. Plunging oil demand has reached unchartered territory and too much supply has created a risk of exhausting oil storage capacity. Some energy services and exploration and production companies will severely struggle, but against this backdrop of near-term market dislocation we are finding compelling investment opportunities.
    Our panel of energy sector experts discuss a range of questions including:
    • Will the devastation in oil reverse any time soon?
    • Potential for a credit crunch: Is there opportunity in distress?
    • Who are the potential winners and losers in the aftermath of these shocks?

    Moderator:

    Brian Dausch, CFA® , Portfolio Specialist, U.S. Equity Division

    Speakers:

    Shawn Driscoll, Portfolio Manager, Global Natural Resources Strategy

    Ryan Hedrick, CFA®, Associate Portfolio Manager, Large-Cap Value Franchise

    Rodney Rayburn, CFA®, Portfolio Manager, Credit Opportunities and High Yield Strategies
  • Global Markets and the Implications for Asset Allocators - Q2 2020 Recorded: Apr 23 2020 59 mins
    Yoram Lustig & Andrew Armstrong
    Join us on 23 April at 10am GMT / 11:00am CET to hear the latest update from our Multi-Asset Solutions team.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, and Andrew Armstrong, Solutions Analyst, will discuss the key themes they expect to drive markets in the coming months and assess the implications for investment portfolios. They’ll be examining the prospects for equities, fixed income, real assets and currencies in the context of the current global economic backdrop.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • Emerging Markets Debt: Is this the Entry Point? Recorded: Apr 15 2020 53 mins
    Michael Conelius, Andrew Keirle, Samy Muaddi & Michael Ganske
    At times of heightened market volatility, we believe it is critical to be proactive in our communications with clients and to be available to answer your questions.

    Join the lead portfolio managers of all three of our global Emerging Markets Debt strategies as they take stock of an extraordinary market environment.

    Speakers

    Michael Conelius - Hard Currency
    Andrew Keirle - Local Currency
    Samy Muaddi - Credit

    Moderators

    Michael Ganske, PhD - Portfolio Specialist
  • Assessing the Coronavirus Impact on the US Recorded: Apr 9 2020 53 mins
    Taymour Tamaddon, Portfolio Manager
    In this update, Taymour Tamaddon, Portfolio Manager, US Large Cap Growth Equity Strategy, discusses the firm’s internal response to the crisis, how we are thinking about the coronavirus, the potential scenarios for the US, and what the longer-term prospects are for US stocks and sectors such as healthcare and technology.
  • Global Focused Growth Equity update with David Eiswert Recorded: Mar 25 2020 48 mins
    David Eiswert
    At times of heightened market volatility, we believe it is critical to be proactive in our communications with clients and to be available to answer your questions.

    We’d therefore like to welcome you to a live webinar with David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy on Wednesday 25 March at 15:00 GMT / 16:00 CET.

    He will share his views on the uncertainties sweeping through global markets, his approach to investing through periods of this nature and how this is playing out in his portfolio.

    You’ll have the opportunity to put your questions directly to David during this interactive session.

    A recording will be available should you be unable to attend on the day.
  • Japan Equities with Archibald Ciganer Recorded: Mar 19 2020 49 mins
    Archibald Ciganer
    Join us on 19 March at 09:00 am GMT / 10: 00am CET as Portfolio Manager, Archibald Ciganer, discusses his thoughts on the short and medium term outlook for Japan, how the coronavirus outbreak is influencing the team’s thinking on opportunities and risks, and the actions he’s been taking as a result.
  • Global Markets and the Implications for Asset Allocators – Q1 2020 Recorded: Feb 6 2020 41 mins
    Yoram Lustig & Andrew Armstrong
    Please join us on Thursday 6th February at 10:00am GMT / 11:00am CET to hear the latest update from our Multi-Asset Solutions team.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, and Andrew Armstrong, Solutions Analyst, will discuss the key themes they expect to drive markets in the coming months and assess the implications for investment portfolios. They’ll be examining the prospects for equities, fixed income, real assets and currencies in the context of the current global economic backdrop.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • Tightrope Walking into 2020 Recorded: Dec 11 2019 35 mins
    Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong
    Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong
  • Frontier Markets: Notes from the Road – November 2019 Recorded: Nov 20 2019 48 mins
    Oliver Bell
    For Professional Clients Only

    Durable secular growth in frontier markets and low correlation to the global cycle is bringing increasing attention to an asset class that has been overlooked in recent years. Yet, while valuations appear attractive, careful stock picking backed by on-the-ground research remains key to successful investing in frontier markets.

    In this webinar, Oliver Bell, Frontier Markets Portfolio Manager, and his team will share the key takeaways from their most recent research trips across the frontier universe where they’ve been analysing companies and countries first-hand. In addition, they’ll discuss their outlook for 2020, and provide an update on portfolio performance and positioning.

    Please join us for this event on 20th November at 14:00 GMT / 15:00 CET, where you will also be able to put your questions directly to Oliver and the team.

    This webinar is accredited with 1 hour worth of CPD points - UK Only
  • The Huge Opportunity Being Overlooked in Emerging Markets Recorded: Nov 13 2019 48 mins
    Ernest Yeung
    For Professional Clients Only

    The vast majority of professionally invested monies flowing into emerging markets (EM) equity take a core, growth or quality investment approach. This means that investors who access the broad EM opportunity set via these types of managers can end up with portfolios highly skewed to a small number of prominent technology names in the Asian region.
    In this webinar, Portfolio Manager Ernest Yeung will shed light on the considerable opportunity potentially being missed by most EM investors. Technical elements such as the absence of private equity rigour, shareholder activism and diminishing sell-side coverage leaves a vast universe of companies that are being forgotten, but which can provide attractive prospects for investors with the breadth of research to uncover them.
    Please join us on Wednesday 13 November at 10:00am GMT / 11:00am CET, during which you will be able to put questions directly to Ernest.

    This webinar is accredited with 1 hour worth of CPD points - UK Only
T. Rowe Price Europe ex. UK
T. Rowe Price Europe ex. UK

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  • Title: Global Markets and the Implications for Asset Allocators - Q4 2020
  • Live at: Oct 22 2020 9:00 am
  • Presented by: Yoram Lustig & Andrew Armstrong
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