Economic Outlook

Emerging Market Debt: Strengthening fundamentals, an improved geopolitical outlook and attractive valuations

On 13 July 2017, join us to listen to Salman Ahmed’s insights on what makes emerging market debt attractive and why he favours local versus hard currencies. Salman will also explain why investors should rethink implementation when it comes to this asset class.

Don’t miss the opportunity to have your questions answered in this live presentation.

As schemes de-risk and move away from equities we believe you should be considering Multi-Asset Credit. At our forthcoming webinar James Mitchell, Senior Portfolio Manager will discuss:

· Why credit risk should be a larger component of your overall risk budget
· How to bring a true multi-asset approach to credit
· How best to access this premia using best of breed managers
· What areas of the market offer best value

The sustained low interest rate environment has led to a search for dividend income stocks. Kevin Soyer, senior analyst at IHS Markit Dividend Forecasting, will highlight
- Yield opportunities across regions and countries around the world.
- Which countries and sectors are expected to deliver growth in the future?
- What are the key drivers for forecasting a dividend?
- How can investors get an exposure to dividends?

Panacea Adviser has teamed up with BrightTalk and Seneca Investment Managers for a free webcast to support and educate Financial Advisers.

You could argue that investing in unappreciated companies with quality balance sheets and benefitting from good yield and growth as the stock value returns should never be out of style.

Why though should a value approach only be applied to equity and not across a whole range of invested assets?

Value investing by its very nature should mean never buying at the top of the market and constantly researching to find the value in companies and assets that other investors may not yet see.

There are a number of equity “value” investment approaches in the market but few offering a Multi-Asset Value approach…

In this 30 minute Webinar, Stephen Hunter and Peter Elston of Seneca Investment Managers discuss why you shouldn’t restrict good thinking to just one asset class!

This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!

Technology doesn’t just make investing more convenient and accessible but fundamentally better as well.

Learn how to use technology to move beyond the world defined by modern portfolio theory and how to use data and empirical evidence to construct risk-targeted portfolios for the modern world.

Learn how you can attain greater control, efficiency and insight from fee management in a heavily regulated environment by joining a webcast organized by KPMG and Oracle for fund management executives.
The webcast will address key challenges in the fee management lifecycle:
• Reducing processing inefficiency,
• Providing transparency to customers and regulators,
• Controlling revenue streams
• Producing meaningful MI to stakeholders.

Panacea Adviser has teamed up with BrightTalk and Brooks Macdonald for a free webcast to support and educate Financial Advisers.

- the recent market and economic environment
- potential issues of the current volatility in world markets
- opportunities that can exist as a result

It will then detail some of the vehicles that can be used to dampen the impact of volatile markets.

The webcast will be led by Edward Park. Edward is a Chartered Financial Analyst (CFA) and manages bespoke discretionary portfolios on behalf of a number of Brooks Macdonald clients. He also assists in the formulation of the Brooks Macdonald investment process as a member of both their Asset Allocation and Investment Committees.

This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!

Fund Manager Guy Davis explores the process of income investing, looking at how a focus on quality can lead to lower volatility.

Psigma’s Head of Investment Strategy Rory Mcpherson will be discussing the current market environment and considering what this means for economies and investors alike. In particular, he will address:

· The state of the global economy: what are the challenges and where are the opportunities
· What are policy makers doing / what are they likely to do
· How healthy is the investment opportunity set?
o What are valuations like?
o What are earnings like?
· How bullish / bearish are investors and is now the time to be buying?
· How do we at Psigma believe one should be positioned in this market
· To finish with closing comments and questions

In this webcast summit we will cover why there is reason for optimism in the Emerging Markets Fixed Income (EMFI) asset class. We will share insights into:
- How attractive is EMFI under President Trump
- Compelling reasons to invest in this asset class and why now is a good time

Value investing outperforms in emerging markets is the foundation of Eastspring’s investment philosophy. Sam Bentley, Client Portfolio Manager, will introduce you to capturing this value opportunity in emerging markets over time. He will describe Eastspring’s team structure and process, which have been designed to exploit the enduring opportunity created by behavioural biases hard-wired into individuals’ investment decisions.

Together with an introduction to our GEM Dynamic Fund, Sam will explain our focused, best ideas strategy targeting those names with significant valuation signals and potential capital growth. You will see how our approach has performed and how it differs to our GEM peers. Sam will discuss how the strategy is positioned to take advantage of the huge valuation anomalies we still find today in GEM equities.

Political turbulences – it’s enough to mention US election and Brexit referendum – only added to the list of factors significantly affecting global asset allocation strategies in 2016, particularly in Europe and North America. Looking forward, how can wealth managers adjust their HNW clients’ portfolios in 2017 to make sure that they are not encouraged to try alternative investment managers?

This webinar sheds light into what is and will be driving investment choices in the European and American HNW space now and in 2017.

Diverging economic trends across the globe, and increased market volatility have resulted in significant differences when it comes to high net worth (HNW) investors’ asset allocation strategies.

This webinar sheds light into what’s driving investment choices in the HNW space now and as we go further into 2017.

We all know that past performance is no guarantee of future returns, but by examining historical data of the principle asset classes and applying it to what we know of the current economic environment, we can make projections. This helps match up different asset allocations to a client’s financial requirements. James Hutton, Fund Manager of the Sarasin Model Portfolios, explains how.

In this webcast our senior equity research analysts in energy & financials and healthcare will discuss our outlook for the year and where we see challenges in the following sectors:

Energy - Our reasons for optimism; Why we believe a rebound on profits is underway; Rewarding the fittest

Financials - Improving fundamental outlook and reasons for investing;
Deregulation; How various scenarios might play out

Healthcare - Legislative Landscape; Valuations; M&A; FDA Approvals

Join us to learn about how companies can provide effective ESG reporting and investors can use this information for investment decisions. Hear from organisations including the UN PRI, Aviva, Unilever and CCLA Investment Management.
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Agenda:
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09:00 Welcome & role of LSEG in enabling issuer-investor communication
09:15 Sustainable Stock Exchanges: Market need for ESG Guidance
09:35 Launch of LSEG Guidance
09:55 Investor panel: Challenges, Expectations and Approaches
10:40 Issuer panel: Challenges, Perspectives and Opportunities
11:25 Closing remarks

View the full agenda and speaker information: http://www.lseg.com/events/guidance-esg-reporting-investors

Erik Rubingh, manager of the Global Equity Market Neutral Strategy, will explain the impact of the unique ‘True Styles’ methodology on raw equity factor performance. Chris Childs, Director in the Multi Strategy Investments team, will then highlight the appeal of the strategy from the perspective of building a multi-asset portfolio.

How are ETFs used to construct portfolios and deliver goal-based investing solutions? How do data and artificial intelligence help to understand investor behaviour, manage compliance risk, and deliver personalised content?

All this and more will be covered by Anthony Christodoulou, founder of Robo-Investing Europe, an event which features the top thought leaders in digital wealth management and investment solutions.

With Donald Trump taking his place as the 45th president, join us on this webinar to discuss how the new administration will affect the US market and which sectors stand to benefit from Trumponomics.