Name: Value on the Road to Recovery?
Start: 2020-07-14T09:00:00Z
End: 2020-07-14T09:00:32.000Z
Location: BrightTALK
Rating: 3

Topical investment insight from global and UK fund managers.

Join the managers of TB Saracen UK Alpha Fund as they provide and update on the markets over the last quarter and their outlook for times ahead.

Hope springs eternal

Join the managers of TB Saracen Global and Income Fund as they provide and update on the markets over the last quarter and their outlook for times ahead.

Still climbing the wall of worry

Join the managers of TB Saracen Global Income and Growth Fund as they provide on update on the markets over Q3 and provide an outlook for times ahead.

Are we there yet?

Advisers are considering the best approach for dealing with the twin challenges of huge rises in inflation and volatile markets.
Certified Content. A medium read and a 60 min watch.

Octo Members brought together a multi-asset specialist and a global equity fund manager to debate the issue with Vincent McEntegart, investment manager in Aegon’s Multi-Asset Investing team and manager of the Aegon Diversified Monthly Income Fund and Graham Campbell, CEO at Saracen Fund Managers and co-manager of the Global Income & Growth Fund offering their views and analysis.

Assessing the situation, Campbell said: “Clients are definitely concerned, and looking at portfolios, because they're worried about inflation. And for those of us who remember high inflation, we also remember how difficult it is - once it starts - to be eradicated. 

Advisers are interested in sheltering their clients from inflation but also looking at the balance of portfolios perhaps moving from a growth towards a more value approach as well.”

In this broad ranging debate the panel discuss the role of central banks, the challenges ahead for different economies and markets, the signs to look out for and the opportunities.

Hot Topic: Income from Multi Asset

Join the managers of TB Saracen UK Alpha Fund as they provide on update on the markets over Q2 and provide an outlook for times ahead.

To Recession and Beyond!

Are we approaching peak pessimism?

Global growth is slowing.

Inflation is at, or close to, peak levels. 

The strong are likely to become stronger.

Join us as Graham & Bettina analyse what they're seeing in the market and how the Global Income & Growth fund is positioning itself accordingly.

Are we approaching Peak Pessimism in the Stock Market?

Higher interest rates, increasing energy costs, supply chain and availability issues as well as spiking commodity prices and labour shortages all make it harder for companies to make money. So how does a Fund Manager position himself with all of this and everything else going on in the world? 

Hear from Saracen's UK fund manager, David Clark, as he reviews current market conditions and provides a market outlook that may aid your portfolio construction.

Concerned about the UK Stock Market? Time to Hold Your Nerve

Many extravagant claims have been made for asset classes as a hedge against rising prices and some have worked, some of the time. We would like to suggest that a portfolio of high-quality equity investments can provide some protection to capital and income and can shield investors from declining purchasing power.

Thinking about Inflation Protection? Have a look at Global Equities...

Join David Clark, fund manager, and Alasdair Birch, Investment Director, as they review 2021 and highlight their views on markets for 2022 and onwards.

Q&A will be held towards the end of the presentation.

UK Equity Fund Manager Presentation - Returning to Normal

Join the managers of Saracen's Global Income & Growth fund for a review of 2021 and hear our outlook for equity markets for 2022 and on.

Global Equity Fund Manager Presentation - On the Road to Recovery

Join David Clark, fund manager, and Alasdair Birch, Investment Director, as they review 2021 and highlight their views on markets for 2022 and onwards.

Live Q&A will be held towards the end of the presentation. Questions can also be taken in advance.

Join the managers of Saracen's Global Income & Growth fund for a review of 2021 and hear our outlook for equity markets for 2022 and on.

Live Q&A towards the end of the presentation and questions also taken in advance.

We wrote 12 months ago of the potential economic recovery, post vaccine roll out, the
commitment of Central Banks to stimulate growth and the rude health of many consumers and
corporates. It proved a strong buying opportunity. Given the thematic relapse in equities in
recent months: bonds rallying, narrowing of market leadership and more economically cyclical
businesses underperforming, we believe investors have another opportunity to invest in lowly
valued, but high quality, cyclical businesses.

Chance for a second bite?

'Back to the Future'

Join David Clark, Fund Manager of the TB Saracen UK Alpha fund for an in-depth review of Q2 2021 and his outlook for the markets. There will be a live Q&A session towards the end of the presentation and questions will also be taken in advance of the presentation. 

CPD is available for download from BrightTALK after viewing.

'Back to the Future' - Equity Fund Manager Presentation - Saracen UK Alpha Fund

There were tentative signs of a "value" recovery in Q2.   However, valuation differentials in market and investor positioning remain at extreme levels.  

David and Graham will highlight why we expect the fund to continue to make up lost ground as market leadership broadens.

Value on the Road to Recovery?

Equity Income

Investment Management

Asset Allocation

Investments

Asset Management

Stock Market

Investment Companies

Global Equities

Fund Manager

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Value on the Road to Recovery?

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