Richard Buxton, head of UK equities, Mark Nash, head of global bond and Ian Ormiston, European smaller companies fund manager, discuss the outlook for equity and fixed income markets, against a backdrop of upward pressure on rates, and the apparent contradiction of uncannily similar US equity and 10-year Treasury yields.
What is the outlook for Asian markets as we head towards the end of 2017? Josh Crabb, head of Asian equities at Old Mutual Global Investors, will look at the stand-out opportunities for investors in the region, address the prospects of a renewed focus on value and cyclical stocks, and discuss the rationale behind current portfolio positioning.
Huw Davies, investment director, absolute return government bond team, looks at the value-destructive potential effects on government bonds of even small rises in interest rates, and considers alternative approaches to managing the risks.
Three years on from some of the most significant pension reforms in a generation, Anthony Gillham, co-head of multi-asset at Old Mutual Global Investors and Richard Romer-Lee of Square Mile Research discuss the key financial challenges retirees and their advisers face.
Ian Heslop, head of global equities and Justin Wells, investment director, global equities, explain the importance for global equity investors of avoiding becoming wedded to one particular investment style.
Mark Nash, head of global bonds at Old Mutual Global Investors, explains how he and his colleagues are preparing for a potential increase in market volatility as central bank policy shows signs of becoming more aggressive.
Richard Buxton, head of UK equities at Old Mutual Global Investors, reviews an enigmatic first six months of 2017, and looks ahead to the second half of the year, outlining why he believes some attractive pockets of value are ripe for exploration
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 give his market outlook as Brexit negotiations unfold, and in the wake of recent comments by the governor of the Bank of England. He will discuss how he has positioned the fund with the aim of cushioning against risk, and will 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
Please join Paul Shanta, portfolio manager of the Old Mutual Absolute Return Government Bond Fund, for an update on performance and positioning.
Against a backdrop of weak inflation data in some developed markets, Paul will also discuss the likely impact of the US Federal Reserve's plans to reduce its balance sheet and the possible tapering of asset purchases by the European Central Bank.
Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free
Access PIN: 1191531#
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.
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