Name: Breakfast briefing: Diversification strategies for uncertain times
Start: 2022-07-27T09:00:00Z
End: 2022-07-27T09:36:51.000Z
Location: BrightTALK
Rating: 4.48

When recession bites, small and medium sized companies usually suffer. However there is more to the story and those that ignore it might be missing out. Find out why by registering for our webinar.

Breakfast briefing: Is now a good time to start considering small and mid-caps?

abrdn MyFolio Q1 update with Sara Niven, Investment Director, and Robert Bowie,  Senior Investment Manager, Multi-Manager Strategies.

abrdn MyFolio Q1 update

Join us to hear from Euan Anderson, Real Asset Investment Specialist, and Ted Roy, Deputy Fund Manager, for an update on the abrdn Global Real Estate Fund. Euan and Ted will discuss the key drivers of performance for the Fund over the course of last year, in addition to providing an overview on what investors could reasonably expect from the Fund over the course of 2023.

abrdn Global Real Estate Fund: performance, prospects and potential

2022 saw the bond bubble burst as central banks hiked rates amid runaway inflation. Meanwhile floods, droughts and storms provided evidence of ongoing climate change, and a reminder of the importance of the transition to net zero.

Given that bonds have repriced, is now a good time to enter the fixed income market? Which bonds are attractive? And is it possible to play a part in the fight against climate change by investing in the asset class?

Join us to find out why we’re positive about the return potential within fixed income, and the opportunities to invest in decarbonisation.

Breakfast briefing: Fixed Income - Is the environment positive for fixed income?

As the UK’s Sustainability Disclosure Requirements (SDR) framework begins to take shape, join MyFolio investment managers Justin Jones and Daniel Reynolds for a discussion about preparations for the new regulatory regime. 

You’ll also hear an update on the investment outlook for primarily passive fund ranges MyFolio Index and MyFolio Sustainable Index, as well as details about fund selection and strategic asset allocation (SAA). 

Finally, we all know that robust sustainability reporting is essential in today’s investment world. Our presenters will invite you to take a closer look at the team’s comprehensive reporting capabilities, and conclude with news on assets under management and investment flows. 

As always, this regular webcast will be interactive, with the opportunity for you to submit discussion points and ask questions. 

You will also be able to download your CPD certificate and a copy of the presentation from the attachments following the event.

abrdn MyFolio TeamTalks

The Climate Action series webinar on 'Mobilising private finance: Can COP28 deliver more than COP27?' took place on Wednesday 1 February 2023.
We were delighted to have been joined by such an esteemed list of speakers and panelists. We've summarised some of the key topics and themes here:
• Private finance from asset managers and owners has a vital role to play in accelerating the energy transition and helping communities justly adapt to physical climate change.
• Private finance is not a panacea and cannot substitute for inadequate government action to appropriately regulate emitting activities and incentivise the creation of climate solutions.
• After a disappointing COP27, COP28 will be a critical test case for the global community’s ability to translate promises into concrete, credible action to close the ambition, credibility, justice and ambition gaps that are still far too large.

Mobilising private finance: Can COP28 deliver more than COP27?

For investors, 2023 holds many questions and the outlook remains uncertain. Economic growth in developed markets looks challenged, while headline inflation has started to dissipate, core inflation shows signs of persistence and central banks continue to be hawkish in their outlook.

In our upcoming webinar; 2023 – The Year Ahead, our Senior Research Economist Sree Kochugovindan will be joined by three of our Portfolio Managers to discuss current market themes and to present their views on the outlook for Equities, Bonds and Real Estate.

Is this the right time for your clients to seize opportunities in today’s uncertain markets? Please join us to find out.

2023 - The Year Ahead Webinar

Katie Trowsdale, Head of Multi-Manager Strategies and Sara Niven, Investment Director Global Active Allocation, will give an overview on the changes to the MyFolio fund of funds in quarter 4 2022. You will have the chance to ask live questions throughout the event also.

abrdn MyFolio Q4 update

Consumer Duty

Tom Dorner and Stuart Brown, Investment Directors give an update into the strategy of the fund, what is different compared with competitors and why investors should consider investing in the abrdn Europe ex UK Income Equity Fund.

Introduction to Europe ex UK Income Equity Fund

Kirsty Desson, Investment Director of the abrdn Global Smaller Companies Fund presented at a recent Investival Conference hosted by AJ Bell building a case for smaller companies and explaining why they are big news

Why smaller companies are big news

Join us for a look back on 2022, hear why it has been an extraordinary year for Investment Markets and what this meant for Client Portfolios. Katie Trowsdale, Head of Multi Manager Strategies and Senior Investment Manager Mark Lane, will discuss how flows have held up amidst market disruption, what surprised them in 2022 and their outlook for 2023. After celebrating 2 years of MyFolio Sustainable range, they delve into what the range aims to achieve and the importance of investing in sustainable solutions.

abrdn MyFolio TeamTalks: looking back at 2022

If there’s a space for the next round of unicorn companies, it’s more than likely to be in the climate technology sector. The rapid rise of electric vehicle companies, plant-based meat, and renewable energy indicate that the era of climate unicorns might have already begun. 

Investors with an interest in the principles of ESG and an eye to the future are well positioned to be at the forefront of this seismic shift in the way we move, eat, and produce energy. But is this climate based boom another dot-com bubble, or something more sustainable? 

In Episode 14 of the ESG Innovation Hub, we’ll dive deep into the ‘E’ of ESG, and the rewards and pitfalls of climate technology investing as the sector moves toward a possible unicorn era. 

Join the session to explore

-The history of ESG-based investment in climate technology
-The current landscape of climate technology unicorns
-How investors can evaluate potential green unicorns
-What red flags to look out for when making climate technology investments
-And more

Climate Technology Unicorns - Fairytale or Future?

Breakfast Briefing: When inflation is rising, expand your thinking
As living costs rise, use the power of investment to help your clients achieve their financial goals.  
Join us for our upcoming Breakfast Briefing, 29 Nov 10am, to find out how you can help your clients navigate today’s tough environment with our range of long-term total return funds.
From equity income to inflation-linked bonds and real estate, we focus on assets with direct inflation linkage, or with underlying revenues that tend to hold up as the cost of living rises.
This is your chance to hear directly from abrdn investment specialists live and ask any questions you may have.

abrdn Breakfast Briefing: When inflation’s rising, expand your thinking

Tom Dorner, Investment Director and Stuart Brown, Investment Director presented on why dividends matter more than ever in this current environment, the performance and positioning of the abrdn Europe ex UK Income Equity Fund and the Outlook for 2023.

Is it time to diversify into European equity income as inflation rises?

What is going on in the world of inflation now?
Are there opportunities out there?
What are we doing as a company in this environment?

When inflation's rising, expand your thinking video

The ‘credibility gap’ refers to the gap between targets set and actions taken to implement them and is relevant both at country and company level. This climate action webinar will focus on the approach we take to assess credibility of targets and identify transition leaders and laggards. We have developed a climate policy index and a corporate credibility framework that goes beyond just the actions taken by corporates and also accounts for policy and technology factors. 

There will be a particular focus on different use cases and questions including: 
  - How do we assess the credibility of targets at company and country level?
  - What do we do with the outcomes of the credibility assessment in our investment process, solutions, climate scenario analysis and active ownership?
  - What are the main challenges and limitations?
The credibility assessment is also critical to understanding portfolio alignment and having a positive impact on real world progress towards net zero.

Eva Cairns, Head of Sustainability Insights and Climate Strategy, hosted a session on this topic with our chief economist Jeremy Lawson, climate change analyst Nick Gaskell and Fixed Income investment director Thomas Leys.

The credibility gap: Why we can’t just take targets at face value

With inflation rising, equities could grow both your capital and income at a rate above inflation over the long run. Equity income investing could be the ideal solution to target income today and capital appreciation tomorrow #ExpandYourThinking. Capital at risk

Equity Income investing for a high inflation environment

At abrdn we believe global real estate and short duration global index-linked bonds have something in common - the potential to provide valuable long term inflation diversification for your clients’ portfolios during these uncertain times.

ASI Short Duration Global Inflation-Linked Bond Fund aims for lower exposure to interest rate risk by investing in global bonds with a maturity of less than 10 years, targeting stable, incremental returns with low volatility.

ASI Global Real Estate Fund targets a predominantly direct portfolio of institutional-grade real estate assets, and is highly diversified by country, sector and asset type.

Breakfast briefing: Diversification strategies for uncertain times

Inflation

Investments

Breakfast briefing

Invesmtment Management

Macro Economics

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Breakfast briefing: Diversification strategies for uncertain times

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