Name: Monthly Macro Outlook Video - Rolling on or rolling over? - September 2023
Start: 2023-10-12T08:01:00Z
End: 2023-10-12T08:01:03.000Z
Location: BrightTALK
Rating: 0

Fireside chat with Katie Trowsdale, Head of Client Investment solutions, as she talks about the MyFolio process, what is going on in the market and what lies ahead for the range.

MyFolio Team Talks

Many of today’s investors have substantial cash allocations that are designed to deliver yield, reduce risk and/or help with liquidity. But what happens when interest rates start to go down and yields on cash start to fall?
 

Join abrdn Investments Fixed Income Investment Director Mark Munro and Global Head of Loans, Paul Mehta, as they explains the benefits of two global ‘best ideas’ outcome-oriented fixed income solutions, the abrdn Global Income Bond Fund and abrdn Short Dated Enhanced Income Fund. 

If you want to lock in a higher level of income for your clients without exposing them to higher levels of volatility either of these funds might be worthy of consideration.

Breakfast briefing: outcome-based fixed income solutions

abrdn MyFolio Q2 webinar

abrdn Political Economist Lizzy Galbraith joined our investments experts Matthew Amis and Eddie Gimlette to give their view on the potential implications of the new Labour government, including Labour’s priorities for its first 100 days in office and what we can expect for the rest of their parliamentary term.

UK Election Insights: Beyond the Numbers

The TeamTalks are a shorter, informal series on a specific range of Funds within the MyFolio suite, with our host Dave Fewtrell interviewing the relevant Fund Mangers. This episode will cover the MyFolio Sustainable Index range, and hearing from Daniel Reynolds and Justin Jones as they review the year past and look to the year ahead.

abrdn MyFolio TeamTalks

Brett Diment, Siddharth Dahiya and Kieran Curtis will join a panel discussion talking about how you could help your clients unlock opportunities in Emerging Market Debt.

Breakfast briefing: Unlocking opportunities in Emerging Market Debt

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.

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

Economic Outlook

Macro Economics

Investments

Economics

Investment Companies

Investment Management

Investors

Investment Strategy

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

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