Hi [[ session.user.profile.firstName ]]

ASI Research Institute: US Election - why it matters for investors

Find out the latest political scenarios, polling developments, voter demographics, and the hopes and fears driving this election. Our panel of experts from the ASI Research Institute will give insight into:
-Why this election matters
-The most likely political scenarios
-Fiscal policy
-Live Q&A
Recorded Oct 12 2020 47 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Jeremy Lawson, Stephanie Kelly & James McCann
Presentation preview: ASI Research Institute: US Election - why it matters for investors

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • History in the making – China & Fixed Income Portfolio Management Dec 9 2020 2:00 pm UTC 60 mins
    Donald Amstad, Simon Fox
    China's WGBI moment
    On 24th September, FTSE Russell announced the results of its annual market classification review. China is now scheduled to be included in the World Government Bond Index (WGBI) from October 2021.

    ASI estimates the potential for 125-150bn$ of index-related inflows
    We are witnessing history
    With the index inclusions being almost complete, China RMB bonds are becoming an essential building block in global FI allocation. We are witnessing history as we speak as confirmed by the flows we are seeing in both the active and passive space.

    Join us on the 9th December as we discuss what the implications are for stock selection and global portfolio construction.
  • ASI Research Institute: US Election - why it matters for investors Recorded: Oct 12 2020 47 mins
    Jeremy Lawson, Stephanie Kelly & James McCann
    Find out the latest political scenarios, polling developments, voter demographics, and the hopes and fears driving this election. Our panel of experts from the ASI Research Institute will give insight into:
    -Why this election matters
    -The most likely political scenarios
    -Fiscal policy
    -Live Q&A
  • Real Estate: Shopping through Covid-19 and beyond Recorded: Sep 10 2020 28 mins
    Anne Breen, Graham Porter & Kerri Hunter
    The growth of e-commerce over recent years has weighed heavily on retail real estate. A pandemic and the unprecedented locking down of consumers have provided the strongest possible push factor towards even greater adoption of e-commerce. For many previously reticent consumers, a psychological barrier has been breached. And for many retail assets around the world, the process of price discovery to reflect the impact of this structural change is only just beginning.

    Our panel of experts discuss this topic and address investors’ concerns:

    Anne Breen, Global Head of Real Estate Investment Process & Strategy
    Graham Porter, Head of UK Real Estate Investment Research
    Kerri Hunter, Fund Manager
  • Rising opportunities in industrials and logistics after Covid-19 Recorded: Aug 20 2020 27 mins
    Anne Breen, Craig Wright, James Whyte
    Covid-19 has accentuated and accelerated many of the key drivers in the industrial and logistics markets. The way we live has been abruptly, and possibly permanently, changed as people have been forced into finding new ways to source goods and amenities. While this has been positive in some respects for logistics demand, many supply chains have been disrupted and all industrial tenants are going through a massive stress test on their business models.

    Hear from our experts about the rising opportunities in Logistics:

    Anne Breen, Global Head of Real Estate Investment Strategy
    Craig Wright, Senior Research Analyst
  • ASI Research Institute: Bouncing back – how fast and how far? Recorded: Aug 13 2020 47 mins
    Robert Gilhooly, Sree Kochugovindan, Luke Bartholomew
    Join us for episode 14 of our live webinars series with:

    Robert Gilhooly - Senior Emerging Markets Research Economist, Research Institute
    Sree Kochugovindan - Senior Research Economist, Research Institute
    Luke Bartholomew - Investment Strategist, Research Institute

    The global economy has begun to bounce back from the coronavirus shock. But how much more recovery can we expect and what are the risks to the outlook? And how should investors incorporate long-term structural trends that have been amplified by the shock?
  • Q2 review and outlook - what's driving your hedge fund benchmark? Recorded: Aug 12 2020 33 mins
    Duncan Moir, Stephen Coltman & Cian O'Sullivan
    A review of hedge fund and liquid alternative performance over Q2 including AUM flow over the year. An overview of our hedge fund outlook and focus on the opportunity set for stock picking hedge funds.
  • ASI Research Institute: Will the recovery last? Recorded: Jun 30 2020 49 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 13 of our live coronavirus caution webinar series. As lockdowns continue to ease an economic recovery has begun. How confident can we be that this recovery will have legs? And how should macro investors play that recovery considering the rally in risk assets that has already occurred amid the long-term structural challenges that have not gone away?

    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Paul Diggle, Senior Economist ASI Research Institute
    Gerry Fowler, Investment Director Multi Asset

    We look forward to an interesting discussion and to addressing your questions and concerns
  • Why Covid-19 has made ESG in equities even more essential Recorded: Jun 16 2020 47 mins
    Jeremy Lawson, Chief Economist
    Join episode 12 of our live webinars with:

    •Jeremy Lawson, Chief Economist
    •Devan Kaloo, Global Head of Equities
    •Fiona Manning, Investment Director, GEM

    The coronavirus pandemic has caused turmoil throughout the global economy and companies’ resilience is being severely tested. We believe it’s a time when good governance, equitable social policies and strong environmental credentials will prove their worth. How can we make sure companies continue to allocate their capital appropriately against a challenging economic background?

    Our experts discuss these topics and look at the performance of ESG factors amid recent market volatility.
  • Asian and Emerging Market Debt – challenges and opportunities Recorded: Jun 2 2020 44 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 11 of our live Coronavirus webinars on Emerging Market and Asian debt. During this session our experts will share their thoughts on the challenges and opportunities in these debt markets following the COVID-19 sell-off.
    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Brett Diment, Global Head of Emerging Market Debt
    Adam McCabe, Head of Fixed Income, Asia and Australia

    We look forward to an interesting discussion and to addressing your questions and concerns
  • What’s been driving your hedge fund benchmark? Recorded: May 6 2020 29 mins
    Duncan Moir, Joe Mizzoni & Jennifer Lau
    Join us live where our expert panel - ASI’s Duncan Moir and senior members of the alternatives strategies research team Joe Mizzoni and Jennifer Lau – will discuss how hedge funds and liquid alternatives coped during March. Also covered will be strategy performance, merger arb spreads and troubles in credit-land.
  • China A shares - 5 reasons to keep the faith Recorded: Mar 31 2020 28 mins
    Nicholas Chui & Ben Sheehan
    Markets around the world have experienced huge disruption as COVID-19 spreads. This heightened uncertainty makes the search for opportunities increasingly challenging. Listen in to Nicholas Chui, China A Fund Manager and Ben Sheehan, Senior Investment Specialist where they will share with you how the China market has responded to the COVID-19 impact and why they believe it presents great opportunities.
  • 2020 Hedge Fund Outlook Recorded: Jan 30 2020 35 mins
    Kevin Lyons, Stephen Coltman, Kenneth Heinz, Daniel Mottram
    Last year saw the best calendar-year hedge-fund performance in more than a decade. Our experts from ASI and HFR want to share why we believe hedge funds could continue to perform well in 2020. Join us as we:
    • Evaluate what drove hedge fund performance in 2019
    • Dive into asset-class outlooks for 2020
    • Explore how passive options may offer hedge-fund beta
Events for Institutional Investors
Events for Institutional Investors

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: ASI Research Institute: US Election - why it matters for investors
  • Live at: Oct 12 2020 2:15 pm
  • Presented by: Jeremy Lawson, Stephanie Kelly & James McCann
  • From:
Your email has been sent.
or close