Jeremy Lawson, James McCann, Ralph Bassett, Brett Diment, Gerry Fowler
Join us live as we discuss the results of the US election. Our Chief Economist, Jeremy Lawson and our Senior Global Economist, James McCann will be joined by a panel of experts across Multi-Asset, US Equities and Emerging Markets to talk you through the impacts of the presidential election result. Our panel will share research and discuss their thoughts to help provide you with insight during these unprecedented times. Find out what the implications are for investors and ask your questions to our panel of experts.
As MyFolio turns ten, Katie Trowsdale and Karolina Noculak provide a quarterly update on the MyFolio fund range, offering insight into what's influencing the decision-making within the MyFolio fund ranges.
Find out the latest political scenarios, polling developments, voter demographics, and the hopes and fears driving this election. Our panel of experts from the ASI Research Institute will give insight into:
-Why this election matters
-The most likely political scenarios
Join our panel discussion with our equity portfolio managers Rebecca Maclean, Anjli Shah and Andrew Millington as they discuss ESG considerations in the context of Covid-19, how we integrate ESG throughout our investment processes, and our role and influence as responsible investors.
We hope you can join us for our live investment seminar on the 8 September focusing on our Ever-changing World. You will hear from a panel of experts, hosted by Caroline Miller, UK Distribution Director, who will be discussing the current climate that we find ourselves in, what has happened since Covid-19 arrived, where we find ourselves now and what the future might look like in this uncertain environment.
Covid-19 has accentuated and accelerated many of the key drivers in the industrial and logistics markets. The way we live has been abruptly, and possibly permanently, changed as people have been forced into finding new ways to source goods and amenities. While this has been positive in some respects for logistics demand, many supply chains have been disrupted and all industrial tenants are going through a massive stress test on their business models.
Hear from our experts about the rising opportunities in Logistics:
Anne Breen, Global Head of Real Estate Investment Strategy
Craig Wright, Senior Research Analyst
A review of hedge fund and liquid alternative performance over Q2 including AUM flow over the year. An overview of our hedge fund outlook and focus on the opportunity set for stock picking hedge funds.
We hope you can join us for our live Q&A session with our Fixed Income portfolio managers as they provide a brief update on the Total Return Credit Fund, Strategic Bond Fund and also the Emerging Market Debt Fund and answer any questions that you put to them.
Kenneth McMillan, Investment Manager, and Scott Kay, Senior Investment Specialist
Please join us to hear an update from Kenneth McMillan, Investment Manager, and Scott Kay, Senior Investment Specialist, covering key themes within the portfolio and a summary of current positions and outlook.
There will be an opportunity to submit questions during the webcast.
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PIN: 9975 890#
For international dial in details please look in attachments.
Gerry Fowler, Investment Director of Global Multi Asset Strategies
Listen to an update from Gerry Fowler, Investment Director of Global Multi-Asset Strategies, discussing the key themes within the Global Absolute Return Strategies (GARS) portfolio, how the fund has performed during the quarter and providing a summary of our current positions as we duck dive through the wave and rise up into the calm sea.
Christopher Nichols, Aymeric Forest, Mike Brooks, Gerry Fowler, James Esland
With many equity markets appearing to be socially distanced from the economic havoc wreaked by global lockdown, the need for diversification is instinctive for seasoned investors fearing a reckoning that is yet to come. Others argue that governments and central banks can endlessly sterilise souring market sentiment. At some point just one of these views will prove correct.
Irrespective of these short-term dynamics, multi-asset portfolios achieving genuine diversification have long offered improved risk adjusted returns. So how can we allocate assets effectively to thrive in this volatile, uncertain, complex and ambiguous (VUCA) environment? Here to discuss the key issues with you are leading managers from across our distinct multi-asset portfolio management teams, who each bring a unique perspective.
Anne Breen, Head of Investment Strategy (Real Estate)
We believe the COVID-19 crisis has mostly accelerated trends that were already underway prior to the pandemic, with flexibility being the key focus - 1) flexible work arrangements, and 2) flexible workspace solutions.
Listen to our panel of experts discuss the office market, what we expect over the long-term, competition for tenants and the why investor would benefit from value-add services to differentiate.
Anne Breen, Head of Investment Strategy (Real Estate)
Min-Chow Sai, Head of Asia & N.America Real Estate Investment Strategy
Jason Baggaley, Real Estate Fund Manager
Join us for episode 13 of our live coronavirus caution webinar series. As lockdowns continue to ease an economic recovery has begun. How confident can we be that this recovery will have legs? And how should macro investors play that recovery considering the rally in risk assets that has already occurred amid the long-term structural challenges that have not gone away?
You will have the opportunity to ask questions to our panel.
Jeremy Lawson, Chief Economist
Paul Diggle, Senior Economist ASI Research Institute
Gerry Fowler, Investment Director Multi Asset
We look forward to an interesting discussion and to addressing your questions and concerns
Rod Davidson, Mark Munro, James Athey, Brett Diment
Register now for our next ASI breakfast briefing on the Wednesday 24 June at 9-10:15am (GMT). This month they will focus on our outlook for the next 18 months, the opportunities we see in fixed income markets, and how strategies, like the Total Return Credit Fund, could be placed to perform in the coming months.
•Jeremy Lawson, Chief Economist
•Devan Kaloo, Global Head of Equities
•Fiona Manning, Investment Director, GEM
The coronavirus pandemic has caused turmoil throughout the global economy and companies’ resilience is being severely tested. We believe it’s a time when good governance, equitable social policies and strong environmental credentials will prove their worth. How can we make sure companies continue to allocate their capital appropriately against a challenging economic background?
Our experts discuss these topics and look at the performance of ESG factors amid recent market volatility.