What's been driving your hedge fund benchmark?

Join ASI for a live hedge fund review and outlook. Duncan Moir will recap hedge fund and liquid alternative benchmark performance in the third quarter. Darren Wolf, ASI’s alternatives global head of investments will discuss the resurgence in stock picking and provide some insight into the team’s hedge fund outlook for 2021.

Please join us to hear an update from Emma Scott, 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.

0800 368 0707 - UK Toll Free
PIN: 9975 890#

For international dial in details please look in attachments.

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 provide a summary of our current positions as we prepare for a cold and harsh winter.

Market update and outlook

Find out the latest political scenarios, polling developments, voter demographics, and the hopes and fears driving this election. Our panel of experts from the ASI Research Institute will give insight into:
-Why this election matters
-The most likely political scenarios
-Fiscal policy
-Live Q&A

As a result of the Covid crisis, levels of market volatility are expected to remain high for some time. How can pension schemes best manage liability hedges whilst still creating opportunities for growth to help improve funding levels?

The UK Bulk Purchase Annuity ('BPA') market hit record levels in excess of £40 billion in 2019*, and this trend is expected to continue.

As schemes approach full funding, pension scheme trustees and sponsors are increasingly choosing to pass their pension scheme risks to insurers specialising in pension scheme buy-ins and buy-outs. Indeed, some insurers are choosing to divest their capital-heavy annuity businesses by transferring them to these specialist BPA providers.

At this roundtable event on 24th September at 10am, hosted by Bruce Porteous, Global Insurance Investment Director at Aberdeen Standard Investments, you will hear from Justin Grainger, Head of Bulk Purchase Annuities at Phoenix Group, an established player in the UK BPA Market, Neo Mooki and Daniel McKernan, Client Director and Fixed Income Director respectively at Aberdeen Standard Investments, a leading manager of BPA assets.

Justin will discuss the practical aspects of how Phoenix approaches BPA business, Neo the client management aspects of BPA business, whilst Daniel will cover issues involved in constructing efficient insurance asset portfolios to back BPA liabilities.

*Source: Reuters

Eva Cairns and Jeremy Lawson discuss how climate change is changing in investing. Climate change still remains a top priority, so how can investments affect this?

What is the current outlook for the global credit market? How can you generate a better return by matching your liability cashflows with credit? How can you effectively integrate ESG into credit investing?

Please join us for the third event in our Institutional Investor Forum series, where ASI's experts will address these questions and more.

Covid-19 has accentuated and accelerated many of the key drivers in the industrial and logistics markets. The way we live has been abruptly, and possibly permanently, changed as people have been forced into finding new ways to source goods and amenities. While this has been positive in some respects for logistics demand, many supply chains have been disrupted and all industrial tenants are going through a massive stress test on their business models.

Hear from our experts about the rising opportunities in Logistics:

Anne Breen, Global Head of Real Estate Investment Strategy
Craig Wright, Senior Research Analyst

Join us for episode 14 of our live webinars series with:

Robert Gilhooly - Senior Emerging Markets Research Economist, Research Institute
Sree Kochugovindan - Senior Research Economist, Research Institute
Luke Bartholomew - Investment Strategist, Research Institute

The global economy has begun to bounce back from the coronavirus shock. But how much more recovery can we expect and what are the risks to the outlook? And how should investors incorporate long-term structural trends that have been amplified by the shock?

A review of hedge fund and liquid alternative performance over Q2 including AUM flow over the year. An overview of our hedge fund outlook and focus on the opportunity set for stock picking hedge funds.

Market update and outlook

Please join us to hear an update from Kenneth McMillan, Investment Manager, and Scott Kay, Senior Investment Specialist, covering key themes within the portfolio and a summary of current positions and outlook.

There will be an opportunity to submit questions during the webcast.

0800 368 0707 - UK Toll Free
PIN: 9975 890#

For international dial in details please look in attachments.

Market review and outlook

Listen to an update from Gerry Fowler, Investment Director of Global Multi-Asset Strategies, discussing the key themes within the Global Absolute Return Strategies (GARS) portfolio, how the fund has performed during the quarter and providing a summary of our current positions as we duck dive through the wave and rise up into the calm sea.

In this session, we provide an overview of the current state and future outlook of private markets and in particular where the best opportunities lie. We also look at how DB schemes can generate reliable income from investing in this asset class, and how private markets can be used to boost long term funding objectives.

We believe the COVID-19 crisis has mostly accelerated trends that were already underway prior to the pandemic, with flexibility being the key focus - 1) flexible work arrangements, and 2) flexible workspace solutions.

Listen to our panel of experts discuss the office market, what we expect over the long-term, competition for tenants and the why investor would benefit from value-add services to differentiate.

Speakers:
Anne Breen, Head of Investment Strategy (Real Estate)
Min-Chow Sai, Head of Asia & N.America Real Estate Investment Strategy
Jason Baggaley, Real Estate Fund Manager

Global Corporate Bond Fund Q2 Update with Craig MacDonald