Name: Hedge fund investing in a crisis: winners, losers and opportunities
Start: 2020-05-06T14:15:00Z
End: 2020-05-06T14:15:28.000Z
Location: BrightTALK
Rating: 0

Paul Diggle, Chief Economist will give a global macroeconomic outlook, and present his views on the path of inflation, the outlook for US, China and Eurozone growth, and the likely pace of interest rate cuts.

Robert Bowie will then cover fund performance across the MyFolio suite, discuss the recent Strategic Asset Allocation (SAA) changes as well as the importance of portfolio diversification in the current environment.

abrdn MyFolio Q1 webinar

With the Magnificent 7 dominating equity markets last year, investors are now exploring alternative sources of growth, not least within Smaller Companies.

Despite being perceived as higher risk, history shows that Smaller Companies can deliver compelling risk-adjusted returns over time. Additionally, an active investment approach that focuses on high-quality companies exposed to structural growth trends can also help investors mitigate market volatility and uncertainty. Considering these points in current market conditions, this is why we believe now is the time to bring Smaller Companies into focus.

Breakfast briefing: Bringing Smaller Companies into focus

Justin and Daniel give an update on the MyFolio Index Range.

abrdn MyFolio TeamTalks

Fergus McCarthy will host a discussion with Paul Diggle who will give his macro overview on topics such as interest rates, US economy and the AI Boom. Adam Skerry will then give his inflationary perspective and dive into some of our products that could help cushion your clients portfolio in the year ahead.

Breakfast briefing: The Year Ahead

Luke will give a global macroeconomic outlook, and present his views on the path of inflation, the outlook for US, China and Eurozone growth, and the likely pace of interest rate cuts.

Mark will then cover fund performance across the MyFolio suite, discuss the recent Strategic Asset Allocation (SAA) changes as well as the importance of portfolio diversification in the current environment.

abrdn MyFolio Q4 review

Listen to our equity income fund managers, Matt Williams and Stuart Brown as they discuss how equity income could help your clients say ahead with a balanced strategy.

Breakfast briefing: can equity income offer growth benefits too?

Is it time to consider real estate again? Join our webinar to explore how an allocation to real estate, in its various guises, could help your clients navigate challenging market conditions. Listen in as Real Asset Investment Director Euan Anderson and Investment Director Romney Fox provide a market update and discuss the benefits of considering the abrdn Global Real Estate Fund, and the abrdn UK Real Estate Share Fund for client portfolios. Discover why we believe that now is a good time to review your real estate allocations.

Is it time to tap into global real estate?

Luke Bartholomew provides a monthly macro update focusing on what is happening in the Middle East and Global Bond Yields.

Monthly Macro Outlook video - Middle East & Global Bond Yields - November

Asia Pacific ex-Japan Equity Strategy video

Sean Walter hosts a discussion with Osamu Yamagata, manager of our Emerging Markets Smaller Companies Fund, Anjli Shah, manager of our Global Mid-Cap Equity Fund and Abby Glennie manager of our UK Mid-Cap Equity Fund as they discuss why today's volatile market conditions might provide opportunity for investors.

Reasons for optimism in small and mid-caps

abrdn MyFolio Q3 webinar

Paul Diggle, Global Chief Economist provides a summary of the Q4 2023 Global Economic Report. You can download this from the attachments.

Monthly Macro Outlook Video - Rolling on or rolling over? - September 2023

Sign up to hear directly from fund managers Justin Jones and Daniel Reynolds, on how the abrdn MyFolio Sustainable Index fund range has performed during its first year.
This session will allow you to find out why MyFolio Sustainable Index could be the right solution for your clients, who want to invest more sustainably, but at an affordable price.  This new fund range offers access to a broad range of asset classes with the same carefully defined risk outcomes, in line with how the existing MyFolio funds have been run for over a decade. 
Despite difficult market conditions over the last year, MyFolio Sustainable Index has delivered good returns over the full year with all portfolios delivering in terms of risk and return.

abrdn MyFolio TeamTalks: celebrating a year of low-cost responsible investing

Listen to Jamie Irvine, Samuel Grantham and Roger Webb discuss why now might be the time for your clients to consider credit.

Breakfast briefing: where next for credit?

Justin Jones, Senior Investment Manager, and Sara Niven, Investment Director will be presenting on the MyFolio suite. Join us for an update on the current performance and performance drivers of the MyFolio fund ranges and a discussion of why portfolio diversification still matters after the events of the last year. With the MyFolio Sustainable Index range coming up for it’s first year anniversary, this webinar will also cover how the fund range has performed in the first year and a look towards what to expect moving forward. 
This is a live event so there will be opportunity to answer questions at the end of the event. You will also be able to download the CPD certificate and a copy of the presentation from the attachments following the event.

abrdn MyFolio Q2 webinar

What comes to mind when you think of income investing? Probably mature companies, legacy industries, developed markets, and low growth. Join us to hear from Matt Williams, Senior Investment Director as he discusses why dividend investors should consider diversifying into emerging markets.

Is the future of income emerging?

Listen to Tom Dorner & Stuart Brown as they discuss why dividends matter more than ever in today's landscape, the balanced approach that our Europe ex UK Income fund offers and why you would invest now.

Europe ex UK Income: the road ahead through an inflationary landscape

Please listen to the recording in Google Chrome.
Join us live where our expert panel -  ASI’s Duncan Moir and senior members of the alternatives strategies research team Joe Mizzoni and Jennifer Lau – will discuss how hedge funds and liquid alternatives coped during March. Also covered will be strategy performance, merger arb spreads and troubles in credit-land.

Hedge fund investing in a crisis: winners, losers and opportunities

hedge funds

alternatives

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Hedge fund investing in a crisis: winners, losers and opportunities

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