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EM Bonds or Equities: The Debate

Join this interactive panel session that will debate EM bonds against EM equities.

This session will be moderated by Julian Marr, Editorial Director for MiP, Marketing-hub.co.uk as he moderates this expert panel session with Kevin Daly, EM Bond Portfolio Manager at Aberdeen Asset Management and Archie Hart, EM Equities Portfolio Manager, Investec.
Recorded Nov 23 2010 45 mins
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Presented by
Kevin Daly, Aberdeen Asset Management; Archie Hart, Investec; Julian Marr, MiP
Presentation preview: EM Bonds or Equities: The Debate

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  • Round-up: The Year in Investment Trusts Recorded: Dec 11 2013 27 mins
    Best Advice: Closed-end Fund Forum
    Fees have come down, performance has once again been ahead of the open-ended sector and fund raising has been buoyant. We discuss the year in investment trusts, whether the sector is finally seeing the much-anticipated RDR bounce and whether some of the issues of investment trusts - such as the fund supermarket problem - are closer to a resolution.

    Your panelists include:
    Jackie Beard, Morningstar UK (moderator)
    Justin Urquhart Stewart, 7IM
    Jeremy Tigue, F&C Assest Management
  • Income Solutions: Investment Trusts For Alternatives Recorded: Nov 13 2013 41 mins
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    The investment trust universe is becoming more diverse, enabling investors to incorporate some interesting and non-correlated assets into their portfolios. Among the trusts now available are litigation funds, floating rate note funds, loan funds, and diverse property trusts. Which have performed best? Which have proved to be a genuinely uncorrelated source of returns? Where do these alternatives funds fit in a portfolio?

    Your panel:
    Cherry Reynard (moderator)
    Ben Hayward, TwentyFour Asset Management
    Ian Barrass, Henderson
  • Europe After the Elections Recorded: Oct 16 2013 45 mins
    Best Advice: Closed-end Fund Forum
    Much has been written and spoken about with regard to European elections, particularly in Germany. What will our expert panel make of the results, so far? What implications do they believe these results have for investors going forward into 2014?

    This session is intended to help advisers understand the issues and challenges of new political landscapes in Europe and how it may impact on investment decisions. We will discuss and try to answer questions that may be of concern and relevance to you, the adviser.

    Your panel:
    · David Harris (moderator)
    · Stephen Macklow-Smith, J.P. Morgan
    · Jeremy Thomas, Allianz Global Investors
  • What's New in the Investment Trust World? Recorded: Sep 11 2013 30 mins
    Best Advice: Closed-end Fund Forum
    We review the latest developments in investment trusts - new launches, new issuance, funds closing and restructuring. We look at the bull and bear cases for the different trusts - and how they can serve a range of investor needs - income, diversity, growth.

    The panel will also broaden this out into a wider discussion of the current market environment and how new issuance meets the needs of that environment - for example, the spike in bond yields, or the improving equity markets.

    Moderator: Jackie Beard, Morningstar UK
    John Yakas, Polar Capital
    Robert Worthington, J.P. Morgan Asset Management
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    Why is it important to diversify an income portfolio? What are the challenges of income in a low interest rate environment? Is this likely to change? How is the investment trust industry adapting to investors' income needs? The investment trusts sector offers an increasingly wide range of options to build an income portfolio, including property, infrastructure and emerging market debt in this panel session the speakers explore all the options at your disposal.

    Moderator David Harris, InvaTrust, will be joined by:
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    - Alex Crooke, Henderson Global Investors Limited
    - Ben Ritchie, Aberdeen Asset Management
  • Half-Time Review: Which Markets Are Best? Recorded: Jun 12 2013 43 mins
    Best Advice: Closed-end Fund Forum
    The first six months of the year have seen a startling rise in equity markets in spite of the lack of any real improvement in the wider economic environment. But the gains have been focused on certain sectors and geographic regions, while areas such as commodities have significantly lagged. In this panel we ask the following questions of the markets:

    • Is there still value in equity markets and if so, where?
    • What will be the key pinch points for the markets in the second half?
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    Moderator: Szymon Idzikowski, Morningstar will be joined by:
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    The investment trust industry is changing: Routes to market are becoming more effective, and platforms more receptive; charging structures are improving; discount mechanisms are modernising; and the structures of trusts themselves are changing. We talk about some of the innovations in the sector, analyse new launches and show how it is meeting the needs of investors.

    - Cherry Reynard (moderator)
    - Hugo Thorman, Ascentric
    - James Saunders Watson, J.P. Morgan
    - Annabel Brodie-Smith, The AIC
  • The Value of Experience: Investment Trust Managers Recorded: Apr 24 2013 43 mins
    Best Advice: Closed-end Fund Forum
    Investment trust managers tend to have a longer tenure than unit trust managers and this session looks to highlight the value of experience and longevity. Drawing out a number of the longest-serving managers in the industry and we ask them to share:

    • Their accumulated wisdom on investment markets
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    • Whether history does repeat itself, or merely rhyme?
    • What have been the hardest markets to negotiate?
  • Investment Trusts - What's Stopping You? Recorded: Mar 22 2013 59 mins
    Best Advice: Closed-end Fund Forum
    Complexity? Gearing? Lack of research? Platform pricing? Liquidity? Poor administration? We address some of the major issues and propose solutions in a live panel session where advisers will have the opportunity to question the experts on using investment trusts, asking them difficult questions on the structure. We also look at the knowledge requirements on investment trusts for advisers.

    Moderator: David Harris, Invatrust
    - James Robson, Plutus Wealth Management
    - Adrian Lowcock, Hargreaves Lansdown
    - Tony Yarrow, Wise Investment
    - Roddy Kohn, Kohn Cougar
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    Best Advice: Closed-end Fund Forum
    For advisers to remain independent, they must now having a working knowledge of investment trusts. A panel of financial advisers discuss how they approach investment trust due diligence, manage liquidity and handle discounts. This offers an opportunity for advisers to understand how their peer group approach investment selection and regulatory obligations in regard to investment trusts.

    - Cherry Reynard (moderator)
    - Gill Cardy, IFA Centre
    - Andrew Merricks, Skerritt Wealth Management
    - Ben Yearsley, Charles Stanley
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    Best Advice: Closed-end Fund Forum
    In this live session a panel of experts will discuss the mood among investment trust managers/investors at the start of 2013 and asset allocation positioning. Where are the best opportunities to be found? Are there any areas likely to offer the seductive mix of rising asset values and narrowing discounts?

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    - Cherry Reynard (moderator)
    - Peter Hewitt, F&C Investments
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    - Simon Moore, Bestinvest
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    Best Advice: Closed-end Fund Forum
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    - Harry Katz, Norwest Consultants
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    Best Advice: Closed-end Fund Forum
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    Nick Wilcox, JP Morgan
    John Pattullo, Henderson
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    Peter Hewitt, F&C
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    •Olivia Mayell, J.P. Morgan Asset Management
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    Best Advice: Closed-end Fund Forum
    Gearing is often presented as a stumbling block in investment trust due diligence. It can be difficult to pigeon-hole a trust into a certain risk category when gearing can range significantly, for example. This can be addressed with a proper understanding of gearing – different investment trusts use different types and with that comes different risks. The session will cover: The different types of gearing used; the markets in which it has been particularly effective; how the decision is made; how investors can analyse gearing; how geared investment trusts can be incorporated into traditional risk models.

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    Steve Trinder, Wingate Financial Planning
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    Chris Daems, Principal Financial Solutions
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  • Half-Time Review 2012 – Let the Battle Commence Recorded: Jul 11 2012 60 mins
    Best Advice: Closed-end Fund Forum
    It’s half way through the year and time to take a step back and look at the year so far. Which regions have been the winners and losers? Which now look over/under-valued, including which have the strongest discounts? What has driven markets? What news events have had the biggest impact on each area? Perhaps most importantly, which areas now look like the strongest areas for investment, particularly through investment trusts? Managers from each different region slug it out for the hearts and minds of investors.

    David Harris, Invatrust (moderator)
    Stephen Macklow-Smith, JP Morgan
    Paul Atkinson, Aberdeen Asset Management
    James Henderson, Henderson Global Investors
    Dhiren Shah, BlackRock
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  • Title: EM Bonds or Equities: The Debate
  • Live at: Nov 23 2010 1:00 pm
  • Presented by: Kevin Daly, Aberdeen Asset Management; Archie Hart, Investec; Julian Marr, MiP
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