Anthony Gillham's multi-asset update September 2016

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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

John Peta and Nick Wall discuss how US monetary policy could impact developed and emerging market debt.

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.

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.