We hope you can join us for our next breakfast briefing session with Craig Mackenzie, Head of SAA Research and special guest from the Big Issue Group, Nigel Kershaw OBE. The panel discussion will be covering why a climate solutions proposition might be a good edition to your portfolio and touch on our newly launched Multi-Asset Climate Solutions Fund.
We hope you can join us for our breakfast briefing focusing on innovative ways to gain exposure to real estate. Anne Breen, Head of Real Estate Investment Strategy will give her thematic view on the market and why you should consider investing in the asset class. Svitlana Gubriy, Head of listed funds will talk about our Real Estate Investment Trusts (REITs). Finally, we will be joined by an external speaker from Tritax who will give a granular view of the market and discuss an investment opportunity called BBOX.
The experts discuss why now is not the time to give up on fixed income answering the questions asked by Octo Members including:
How should we assess the current macro environment? Is inflation or deflation the bigger threat in the medium term?
Is the rise in long-term US bond yields sustainable?
How far up the risk spectrum are you prepared to go?
Will the pandemic lead to higher default rates and how will this impact portfolios?
Where are the best opportunities for sustainable yield presently?
Is fixed income still a working diversifier should risk assets take a tumble?
Join the debate and ask your burning question
Please join us for our first ask the manager session with Andrew Millington, Head of UK Equities. This is your opportunity to have direct access to one of our fund managers and ask them any questions that you may have. Andrew is going to give a brief update on what is happening in the UK Equity Market and then we will open the floor to some questions. We want to hear from you so please come ready with questions that you would like to ask.
Ben Yearsley, Colin Liang, Mithran Sudhir, Devan Kaloo
Ben Yearsley co-founder of Fairview Investing will be taking a fresh look at Asia with Devan Kaloo, Global Head of Equities & Head of Global Emerging Markets Equities, Aberdeen Standard Investments, Mithran Sudhir, Portfolio Manager, Goldman Sachs Asset Management and Colin Liang, Head of China Research, RWC
Answering such questions as:
- How have Asian economies faired during the pandemic? What’s changed?
- How do the opportunities differ in Asia’s developed and emerging economies?
- Should we have faith in Asian policymakers to keep growth on track?
- How transparent are Asian businesses? Can outside investors get the access they need?
- Is the China growth miracle still intact?
- Is Japan now past its ‘lost decades’?
Until recently, there has been a glaring absence of benchmark options in the hedge-fund space. In the past, hedge-fund investors have had only two options for benchmarking: theoretical indices from hedge-fund databases or “cash-plus” targets. Today, however, true benchmarks exist that can help hedge-fund investors evaluate active strategies and provide alternatives to an active approach.
Join us Duncan Moir, Senior Investment Manager, Alternative Investment Strategies at ASI outlines the evolution of hedge-fund benchmarking and how today’s investors may stand to benefit.
We hope you can join us for our first breakfast briefing session of 2021 focusing on the upside for UK equities. Andrew Millington, Head of UK Equities, will be strengthening the case for the asset class. Abby Glennie, Deputy Head of Smaller Companies, will be looking at how investing in Quality Growth businesses is a route to thriving in tough environments. Then finally, Charles Luke, Senior Investment Director will look to deliver resilience and reward to UK equity income investors.
Sean Flanagan, Investment Manager, and Scott Kay, Senior Investment Specialist
Please join us to hear an update from Sean Flanagan, Investment Manager, and Scott Kay, Senior Investment Specialist, covering key themes within the strategies and a summary of current positions and outlook.
There will be an opportunity to submit questions during the webcast.
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For international dial in details please look in attachments.
Gary Shepherd, Michael Walsh, Craig Mackenzie, James Sullivan
Portfolio construction in 2021 may well prove more difficult than ever before. Do you stick with risk assets, or are we due another sharp correction? Growth or value? Safe haven or value trap? What’s the appeal of fixed income today? Can alternatives really deliver genuine diversification? Join Gary Shepherd, Octo's Head of Investment Content, Craig Mackenzie, Head of Strategic Asset Allocation at Aberdeen Standard Investments and Michael Walsh, Multi-Asset Solutions Strategist at T. Rowe Price and James Sullivan, Head of Partnerships at Tyndall Investment Management as they answer your questions about todays big decisions including:
- What are the options available today for investors wanting to outsource investment decisions?
- What are the options for those investors worried about capital preservation?
- What is the outlook for risk assets?
- Can equities continue to thrive?
- How can investors navigate a tougher environment for fixed income?
- What are the options today for investors in drawdown?
- Is inflation or deflation the biggest threat in the medium term?
Gerry Fowler, Investment Director of Global Multi-Asset Strategies
Listen to an update from Gerry Fowler, Investment Director of Global Multi-Asset Strategies, discuss the key themes within the Global Absolute Return Strategies (GARS) portfolio, how the fund has performed during the quarter and provides a summary of the current positions and outlook for the remainder of Q1 2021.
Robert Bowie, Multi-Manager Strategies Senior Investment Manager and Karolina Noculak, Global Strategy Investment Director, provide an update on the MyFolio range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across five risk levels.
Listen to Ben Ritchie, Deputy Head of European Equities providing a brief overview of the ASI Europe ex UK Equity Fund's previous quarter including key drivers of performance, portfolio activity and outlook for 2021.
Listen to Abby Glennie, Deputy Head of Smaller Companies providing a brief overview of the ASI UK Mid-Cap Equity Fund's previous quarter including key drivers of performance, portfolio activity and outlook for 2021.
Listen to Charles Luke, Senior Investment Director providing a brief overview of the ASI UK Income Equity Fund's previous quarter including key drivers of performance, portfolio activity and outlook for 2021.