Anthony Gillham's multi-asset update September 2016

With summer drawing to a close, Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha Fund. focuses on what the autumn season - a period often associated with market dislocations – could bring. But while investors may be cautious, he continues to believe opportunities in unloved, large cap stocks, remain.

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: 55566

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.

Investor optimism, it would appear, still prevails.

Please join Richard Buxton's latest webcast for his key takeaways on the deluge of UK half-yearly results and whether or not, he believes, growth remains.

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: 4492441#

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.

Ian Ormiston, European smaller companies fund manager, discusses the key drivers of earnings growth for European small cap companies.

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

Anthony Gillham will discuss the evolution of Spectrum into Creation, key performance drivers as well as provide a market update.

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: 7401804#

In this latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses:

•How a series of political events impacted asset prices in Q2

•Yet investor reaction suggests central bankers still dominate markets

•How we continue to seek to build balanced portfolios that can withstand actions by central banks

Please join Richard Buxton, head of UK equities, for his monthly webcast. During the webcast, Richard will discuss:

•Whether recent comments from the Bank of England suggest the end of the era of ultra-easy monetary policy in the UK

•The challenges some businesses are facing as we look ahead to the half-year results season and if there is cause for optimism in the second half of the year

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
Passcode: 3637020#

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
Passcode: 6383341#