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

Japan: The Ogre is Slain

Ian Helsop, Head of Global Equities at Old Mutual Global Investors and Manager of the Old Mutual Japanese Equity Fund, focuses on the rise in inflationary expectations on the back of Premier Abe’s economic policies. For more information go to www.omglobalinvestors.com
Recorded Jan 28 2014 8 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Ian Heslop and Frances Watson
Presentation preview: Japan: The Ogre is Slain

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
  • Old Mutual Europe (ex UK) Smaller Companies update with Ian Ormiston - May 2018 May 23 2018 9:00 am UTC 60 mins
    Ian Ormiston
    Old Mutual Europe (ex UK) Smaller Companies update with Ian Ormiston - May 2018
  • Q1 2018 Creation & Generation Portfolios Update Apr 25 2018 10:00 am UTC 45 mins
    Anthony Gillham, Owain Kember
    Anthony Gillham will discuss key performance drivers of the Creation and Generation portfolios, as well as provide a market update.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password: 58826
  • Old Mutual Absolute Return Government Bond Fund Q1 2018 Apr 25 2018 8:30 am UTC 60 mins
    Paul Shanta and Huw Davies
    Dear Investor,

    Please join us on Wednesday 25 April for our quarterly review call to discuss the performance of the Old Mutual Absolute Return Government Bond Fund (ARGBF) over the first three months of 2018.

    Paul Shanta, senior portfolio manager, and Huw Davies, investment director, will update you on their analysis of the market environment, changes in investor sentiment and appetite for sovereign debt across the globe.

    They will detail how the fund has navigated the last quarter, their outlook for the coming three months, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password: 58983
  • Global Equities update with Ian Heslop - Q1 2018 PM Recorded: Apr 6 2018 31 mins
    Ian Heslop and Justin Wells
    Please join us on Friday 6 April for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including the volatility spike of February, and changes in investor sentiment and appetite for risk.

    They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password PM: 58350
  • Global Equities update with. Ian Heslop - Q1 2018 AM Recorded: Apr 6 2018 34 mins
    Ian Heslop and Justin Wells
    Please join us on Friday 6 April for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including the volatility spike of February, and changes in investor sentiment and appetite for risk.

    They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password AM: 58349
  • Creation & Generation Video Update - March 2018 Recorded: Mar 22 2018 3 mins
    Anthony Gillham
    In the latest Old Mutual Global Investors video update, multi-asset's head of investment, Anthony Gillham discusses:

    •Our emphasis on diversification and, in particular, downside defence in the generation portfolios

    •Positions we have taken in both financial and commodity equities in the potential event of an inflation surprise

    •The addition to risk assets given market concern regarding central banks
  • Old Mutual UK Alpha update with Richard Buxton - March 2018 Recorded: Mar 20 2018 36 mins
    Richard Buxton
    Sentiment around UK equities remains decidedly chilly relative to many world stock markets. Justified or not? During the webcast, Richard Buxton will share his views on the macroeconomic outlook and latest fund positioning.

    As always, Richard will be happy to take your questions.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 58264
  • Anthony Gillham's multi-asset video update - March 2018 Recorded: Mar 19 2018 3 mins
    Anthony Gilham
    In this latest video update, Anthony Gillham, Head of Investment of Old Mutual Wealth's Multi- Asset discusses:
    •The Compass portfolios have stood up very well to the period of recent market volatility
    •We’ve recently taken advantage of the recent period of volatility, adding to European equities , particularly in mid and small caps
    •We added to our holdings of Japanese equities, following a period of political stability and a central bank that seems intent on continuing its asset purchase program
  • Old Mutual UK Alpha update webcast with Richard Buxton - February 2018 Recorded: Feb 14 2018 30 mins
    Richard Buxton
    Please join Richard Buxton, head of UK equities, for his monthly webcast.

    Barely a month into the new year and, already, the talk is of rising bond yields. But pace is everything.

    During the call, Richard will be discussing whether gently rising bond yields will continue to accommodate positive economic data, or whether investors will be spooked by the return of the inflation genie, courtesy of rising oil prices. As always, Richard will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password: 57872
  • Q4 Creation & Generation Portfolios Update Recorded: Jan 31 2018 48 mins
    Anthony Gillham
    Anthony Gillham will discuss key performance drivers of the Creation and Generation portfolios, as well as provide a market update.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode: 57426
  • Old Mutual Absolute Return Government Bond Fund update Recorded: Jan 25 2018 39 mins
    Paul Shanta
    Please join Paul Shanta, co-head, Old Mutual Absolute Return Government Bond Fund, for a webcast in which he will discuss performance and positioning in the fourth quarter and over 2017 in general.

    Paul will also discuss the rates market outlook for 2018, touching on those areas where the team sees the greatest opportunities as the process of monetary-policy normalisation in developed markets grinds on.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Password: 57153
  • Old Mutual Corporate Bond Fund Q4 2017 update Recorded: Jan 24 2018 19 mins
    Lloyd Harris
    Please join Lloyd Harris, manager of the Old Mutual Corporate Bond Fund, for a review of the fund over the last three months.

    Lloyd will discuss his market outlook in the wake of the latest Brexit negotiations. He will also detail how he has been positioning the fund, and review performance over the last quarter.

    As always, Lloyd will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode: 57016
  • Old Mutual UK Alpha Fund Monthly Update Recorded: Jan 22 2018 38 mins
    Richard Buxton
    For the majority of equity investors, 2017 ended with a bang not a whimper. A combination of accelerating economic growth and low inflation, coupled with a willingness to take on more risk in the search for yield underpinned share prices. Will investors witness more of the same in 2018? Alternatively, how acceptable is the premise that higher valuations will typically lead to lower returns?

    Join Richard Buxton, head of UK equities, and manager of the Old Mutual UK Alpha Fund for his first webcall of the new year.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode - 57018
  • Old Mutual Global Investors 2018 fixed income outlook Recorded: Jan 18 2018 32 mins
    Mark Nash and Nicholas Wall
    Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, for a webcast in which they will discuss the outlook for fixed income markets in 2018.

    They will assess the macroeconomic backdrop and the prospects for further monetary-policy normalisation in advanced economies – highlighting the opportunities and challenges this process may present. Mark and Nicholas will also touch on performance and positioning over the fourth quarter.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free

    Passcode - 57019
  • Global Equities update with Ian Heslop - Q4 2017 PM Recorded: Jan 10 2018 35 mins
    Ian Heslop and Justin Wells
    Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long-only funds.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

    They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.
  • Global Equities update with Ian Heslop - Q4 2017 AM Recorded: Jan 10 2018 32 mins
    Ian Heslop and Justin Wells
    Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long-only funds.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

    They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.
  • Multi-Asset December Update Video Recorded: Dec 13 2017 6 mins
    Sacha Chorley
    In the latest Old Mutual Global Investors multi-asset video update, portfolio manager Sacha Chorley discusses:

    •The passage of US tax bill in Senate suggests ‘Trump trade’ may be reignited

    •Sector rotation within US stock market has boosted performance within multi-asset portfolios

    •Our continued cautious stance on duration and our overweight European, Japenese and Emerging Market equity positions
  • Dollar-driven debt markets Recorded: Nov 21 2017 5 mins
    John Peta and Nick Wall
    John Peta and Nick Wall discuss how US monetary policy could impact developed and emerging market debt.
  • Old Mutual UK Alpha Fund update with Richard Buxton Recorded: Nov 21 2017 39 mins
    Richard Buxton
    Please join Richard Buxton, head of UK equities, for his monthly webcast.

    In his last webcast of 2017, Richard touches on what he’d like to see in the chancellor’s budget, how politics and Brexit will overshadow business and investors’ plans next year and wonders if markets can continue to rise in 2018.

    As always, Richard will be happy to take your questions.
  • Why forecasting is fundamentally flawed Recorded: Nov 17 2017 5 mins
    Ian Heslop
    Trying to forecast the next inflection point in stock markets is likely to be a waste of time and effort, argues Ian Heslop, head of global equities.
Webcasts for financial advisers and professional investors only
The Old Mutual Global Investors channel provides access to past, current and future webcasts with our fund managers. Our webcasts provide you with fund updates, product information and up to date views on our investment funds as well as our views on economic and market outlook.

Please note that Old Mutual Global Investors was formed in 2012, combining Skandia Investment Group with the Old Mutual Asset Managers.

Client Services Line 020 7332 7524
clientservices@omglobalinvestors.com
www.omglobalinvestors.com

Telephone calls may be recorded for security purposes and to improve our customer service.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Japan: The Ogre is Slain
  • Live at: Jan 28 2014 1:05 pm
  • Presented by: Ian Heslop and Frances Watson
  • From:
Your email has been sent.
or close