Name: When inflation's rising, expand your thinking video
Start: 2022-11-02T09:24:00Z
End: 2022-11-02T09:28:24.000Z
Location: BrightTALK
Rating: 4.5

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?

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

Sara Niven, Investment Manager (Global Active Allocation) and Daniel Reynolds, Investment Manager, give an overview on the changes to the MyFolio fund of funds in quarter 3 2022.  You will have the chance to ask live questions throughout the event also.

abrdn MyFolio Q3 update

Recent events have caused a storm in UK markets; from the government's "mini-budget", to concerns over inflation and public debt implications, to the Bank of England stepping in and reversing its quantitative tightening. Relative calm has been restored for now, but what happens next? Experts from across abrdn give their views to UK investors.

UK Market Update: Quantitative Confusion?

Despite dire warnings about the dangers of climate change and disastrous impacts ravaging across the globe today, the world is not on track to meet net zero goals.

As members of the Net Zero Asset Managers initiative, we believe investors have a critical role to play in the all-important energy transition. We also believe decarbonisation provides a wide range of unprecedented investment opportunities.  In order to achieve Net Zero carbon emissions by mid-century, investment in climate solutions technologies will need to grow from less than $1 trillion per year today to nearly $5 trillion per year by 2030.

Join us to find out how your clients can invest in the transition to net zero, help in the fight against global warming, and add diversification to their portfolios. Our presenters will talk about the real world progress towards net zero and an overview of abrdn’s climate investment approach to support this.

abrdn Breakfast Briefing: Tackling net zero challenges

In this Team Talk Brian Strachan, Senior Investment Specialist, will host a discussion with Justin Jones and Daniel Reynolds, investment managers of the recently launched abrdn MyFolio Sustainable Index range of risk based funds. Join us as we explore the features and benefits of this welcome addition to the MyFolio range.

Key points
*Five low cost risk-targeted multi-asset funds of funds
*Seeking to do more good and less harm through investing in enhanced ESG passive solutions
*Additional flexibility and choice for your MyFolio clients

The MyFolio Sustainable Index fund range is the easy way to align your clients’ values with their investment goals.

abrdn MyFolio Team Talks: Can your clients invest sustainably at a lower cost?

For Wholesale clients and Institutional/Professional Investors only - not to be further circulated
For professional investors (in Switzerland for qualified investors) only - not for retail investors

This climate action webinar will focus on carbon analysis in investment portfolios: what the different carbon metrics are telling you and the implications for investment decisions and real world decarbonisation. There will be a particular focus on different use cases and questions related to assessing carbon emissions across different asset classes and regions, including: 

- What metric do you choose and what difference does it make to your decarbonisation journey & investment choices?
- Where are data gaps most prevalent and how do you deal with them?  
- How do we take a forward looking view on carbon beyond taking targets at face value?

Ultimately, does a focus on carbon help understand portfolio alignment and have a positive impact on real world progress towards net zero in the regions where it is most needed?

Eva Cairns, Head of Sustainability Insights and Climate Strategy, will host a session on this topic with our carbon expert Nick Gaskell and abrdn fund managers across Fixed Income, Equities and Real Estate to bring the challenges to life in day to day investing. There will be a short presentation from each asset class representative, followed by a panel and audience Q&A.

Climate Action series - Focus on Carbon: Why the choice of carbon metric matters

Listen to Kirsty Desson, Fund Manager of the abrdn Global Smaller Companies Fund discuss the recent period of under performance in the fund and gives an outlook for the remainder of the year.

abrdn Global Smaller Companies Fund video

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

Inflation

Investments

Marketing

Market Update

Volatility

Wholesale

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When inflation's rising, expand your thinking video

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