Investec AM: Identifying Contrarian investment opportunities in 2012
In his latest webcast, Portfolio Manager Alastair Mundy will discuss the latest investment opportunities he is identifying through his bottom-up contrarian investment approach. He will also discuss the latest positioning of the Investec Cautious Managed and UK Special Situations Funds
Recorded
Mar 15 2012
33 mins
Your place is confirmed,
we'll send you email reminders
we'll send you email reminders
Presented by
Alastair Mundy
Alastair Mundy
Presentation preview:
Network with like-minded attendees
-
![[[ session.user.profile.displayName ]]](data:image/gif;base64,R0lGODlhAQABAIAAAP7//wAAACH5BAAAAAAALAAAAAABAAEAAAICRAEAOw==)
- [[ session.user.profile.displayName ]]
- [[ session.user.profile.jobTitle ]]
- [[ session.user.profile.companyName ]]
- [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
-
- [[ card.displayName ]]
- [[ card.jobTitle ]]
- [[ card.companyName ]]
- [[ userProfileTemplateHelper.getLocation(card) ]]
- Channel
- Channel profile
-
Where do the dividend opportunities lie? Jul 12 2017 10:00 am UTC 45 mins
Kevin Soyer, Senior Analyst at IHS MarkitThe 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? -
The Value of Value investing! Jul 12 2017 9:00 am UTC 45 mins
Derek Bradley, Panacea Adviser, Stephen Hunter & Peter Elston, Seneca Investment ManagersPanacea 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! -
ETFs and portfolio management in a robo world Jul 12 2017 8:00 am UTC 45 mins
Adam French, Co-founder and CEO, Scalable CapitalTechnology 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. -
Achieving greater value from fee management for fund managers Recorded: Jun 5 2017 56 mins
Alex Foreman-Peck- KPMG; Faycal Bousfar - Oracle; Adam Scriven- KPMG, Rahul Banerji- OracleLearn 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. -
Opportunities that exist as a result of market volatility Recorded: Apr 13 2017 43 mins
Derek Bradley, Panacea Adviser & Edward Park, Brooks MacdonaldPanacea Adviser has teamed up with BrightTalk and Brooks Macdonald for a free webcast to support and educate Financial Advisers.
Time: 11.00-11.45am
Date: 13th April 2017
This 45 minute webcast will cover:
- 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! -
The hunt for sustainable returns: Why income investors must focus on quality Recorded: Apr 13 2017 42 mins
Guy Davis, Fund Manager, SarasinFund Manager Guy Davis explores the process of income investing, looking at how a focus on quality can lead to lower volatility. -
Managing Multi-Asset Portfolios in Uncertain Times Recorded: Apr 12 2017 40 mins
Rory Mcpherson (Head of Investment Strategy, Psigma Investment Management)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 -
Emerging Markets Fixed Income - Reasons to be Cheerful Recorded: Apr 11 2017 42 mins
L Bryan Carter, Head of Emerging Markets Fixed Income and JC Sambor, Deputy Head of Emerging Markets Fixed IncomeIn 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 -
Capturing the Value Opportunity in Emerging Markets Recorded: Apr 11 2017 31 mins
Sam Bentley, Client Portfolio Manager, Eastspring InvestmentsValue 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. -
HNW Asset Allocation trends: Europe and Americas Recorded: Feb 28 2017 47 mins
Bartosz Golba, Head of Content – Wealth Management (GlobalData)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. -
HNW Asset Allocation Trends in Asia Pacific Recorded: Feb 23 2017 33 mins
Heike van den Hövel, Senior Analyst – Wealth Management (GlobalData)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. -
Asset allocation and future returns Recorded: Feb 15 2017 30 mins
James HuttonWe 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. -
Outlook for Critical US Small Cap Sectors Recorded: Feb 14 2017 41 mins
Geoff Dailey, CFA; Jon Stephenson, CFA; Eric McLaughlin, CFAIn 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 -
Your Guide to ESG Reporting Recorded: Feb 9 2017 149 mins
London Stock Exchange GroupJoin 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.
======
Agenda:
======
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 -
How effective is the “True Styles” methodology? Recorded: Feb 8 2017 28 mins
Erik Rubingh, Chris ChildsErik 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. -
Trends and Insights in Asset Management and Banking: Let's get digital Recorded: Jan 27 2017 22 mins
Anthony Christodoulou, Founder, Robo-InvestingHow 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. -
US Equities: Implications of Trumponomics for Growth Financials and Industrials Recorded: Jan 24 2017 36 mins
Joel Rubenstein & Mike Clulow, Senior New Capital US Equity Portfolio ManagersWith 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. -
How to join the asset allocation competition? Recorded: Jan 19 2017 13 mins
Oren KaplanOn SharingAlpha investment professionals are able to create a virtual fund of funds and build their own proven track record in terms of asset allocation. CAIA Association has decided to sponsor an asset allocation competition that will start of Feb. 1st. In this webinar we will demonstrate how to create your virtual fund of funds and how to follow your performance. -
Market Outlook and Portfolio Positioning: Dealing with an uncertain world Recorded: Dec 16 2016 33 mins
Rory Mcpherson (Head of Investment Strategy, Psigma Investment Management)Join this presentation where Rory will discuss valuations and business cycles across core asset classes and future returns these imply.
Discussion points will include:
· Quick re-cap on 2016: what’s changed and what does this imply for core asset classes
· What are the big themes for next year?
· What is the “right” portfolio mix for next year?
o What are valuations like
o What are the risks
o Where are the best opportunities -
Beyond the shadow of QE Recorded: Dec 7 2016 43 mins
Daniel Morris, Senior Investment Strategist (BNP Paribas Investment Partners)Is this this beginning of the end of QE? Will interest rates finally end their continuous downward march? What happens to equity markets if they do? Listen to our 2017 Investment Outlook, “Beyond the Shadow of QE”, to find out how to take advantage of the changing landscape with Daniel Morris, Senior Investment Strategist.
Wealth Managers
Wealth Managers
![[[ webcast.title ]]](/resources/images/diamond-100x75.jpg?v=f9c74b713af3705fa840f4eda1a9bffb4115b1e6)
Successfully added emails: 0
Remove all
- Title: Investec AM: Identifying Contrarian investment opportunities in 2012
- Live at: Mar 15 2012 10:00 am
- Presented by: Alastair Mundy
- From:
