MyFolio update

We hope you can join us for our next breakfast briefing, where we’ll discuss sustainable and responsible equity investing in three diverse strategies.

Our presenters will compare the opportunities and challenges in the UK, Europe and global emerging markets, and set out the benefits of their shared approach, characterised by robust company engagement.

They will also explain the benefits of investing in corporates with the potential to improve their environmental, social and governance standards, and shed light on some key sustainable and responsible investing concepts along the way.

We hope you can join us for our next breakfast briefing where we discuss the potential benefits of company size and how it can fit within your clients portfolio. They will also cover how building a diverse portfolio means investing in a mix of UK and global mid and smaller companies with growth potential.

Join us for our webinar where Theo Craig, Senior Investment Specialist will host a discussion with Thomas Moore, Senior Investment Director of the ASI UK Income Unconstrained Equity fund.

They will both provide their insights on the current opportunities before opening the floor to questions.

There will be the opportunity to ask questions. Unstructured CPD certificates will be available to access from the attachments after the webinar.

Katie Trowsdale, Head of Multi-Manager Strategies, hosts a panel discussion with Andrew Millington, Head of UK Equities and Thomas Moore, Senior Investment Director as they have a discussion around Growth vs Value opportunities within the UK equities landscape and what that means in regards to MyFolio Managed Fund Range.

Rod Davidson, Head of Fixed Income Investment Specialists, hosts a panel discussion with Luke Hickmore, James Athey, Andrew Stanners and Mark Munro. He will provide a brief update on the fixed income market, he will then introduce the panel for our fixed income solutions, Luke and James will cover our Strategic Bond strategy, Andrew will discuss our Emerging Market Total Return Bond Strategy and Mark will cover our Total Return Credit strategy, before returning back to Rod to summarise.

Join us for our webinar where Theo Craig, Senior Investment Specialist will host a discussion with Abby Glennie, Deputy Head of Smaller Companies and Amanda Yeaman, Investment Manager, who are the co-managers of the ASI UK Mid-Cap Equity Fund.

They will both provide their insights on the current opportunity set in the UK Mid-Cap space before opening the floor to questions.

There will be the opportunity to ask questions. Unstructured CPD certificates will be available to access from the attachments after the webinar.

Katie Trowsdale and Ken Adams provide a quarterly update on the MyFolio fund range, offering insight into what's influencing the decision-making within the MyFolio fund ranges.

Join us for our webinar where David Bint, Multi-Asset Investment Specialist will host a discussion with Gerry Fowler, Investment Director of Global Multi-Asset Strategies and Katy Forbes, Head of Absolute Return.

The 3 topics that they are going to cover in this webcast are:

- The key themes within the Global Absolute Return Strategies (GARS) portfolio
- How the fund has performed during the quarter
- Providing a summary of our current positions and outlook for Q2 2021.

There will be the opportunity to ask questions. Unstructured CPD certificates will be available to access from the attachments after the webinar.

Join us for our next breakfast briefing session where Craig Mackenzie, Head of Strategic Asset Allocation (SAA) Research, will give a brief update into why a climate solutions proposition might be a good edition to your portfolio. Then he will be joined by a special guest from The Big Issue Group (TBIG), Nigel Kershaw OBE, who will discuss our partnership with them to launch the Multi-Asset Climate Solutions (MACS) Fund. The Fund is for investors who want their savings to be invested in companies whose products and services play a pivotal role in mitigating climate change and other environmental harm.

Unstructured CPD certificates will be available to access from the attachments after the webinar.

Charles Luke, Senior Investment Director, provides his insights on the current opportunity set in UK Income market before opening the floor to questions.

ASI Europe ex UK Income Equity Fund - Quarterly round up video - Ben Ritchie - Q1 2021

Total Return Credit Fund - Quarterly round up video - Mark Munro - Q1 2021

ASI Global Inflation-Linked Bond Fund - quarterly round up video - Adam Skerry - Q1 2021

Market update and outlook

Join us to hear from Tom Dorner, Investment Director and Stuart Brown, Investment Director as they give an update on the ASI Europe ex UK Income Equity Fund and give their views on Europe's dividend outlook. They will cover the performance, activity and outlook of the fund and then open the floor to some questions.

The 3 key takeaways that we would like you to get from this webcast are:

1. The dividend outlook is encouraging
After a challenging year, there’s increasing evidence that European dividends are bouncing back in 2021

2. Economic upside albeit with some risk
There is positive momentum in the European economy, but there are also some longer term risks, suggesting that a balanced approach based around stock picking is best placed

3. Attractive opportunity set for our income approach
European income offers a varied opportunity set that is attractively valued and our distinctive approach to Income investing puts us in a strong position to deliver attractive returns to clients

Unstructured CPD certificates will be available to access from the attachments after the webinar.

Listen to Abby Glennie, Deputy Head of Smaller Companies, discuss how the ASI UK Mid-Cap Equity Fund has performed in the first quarter of 2021.