Building a Better Global Portfolio: Closed-End Funds
Join Morningstar’s Cara Esser as she moderates a panel of international closed-end fund professionals. The panel will discuss the importance of adding global CEFs to a diversified portfolio, where the best international values lie, and how the interconnectedness of the global financial marketplace is affecting investors.
Cara Esser, Closed-End Fund Analyst, Morningstar
Donald Amstad, Director of Business Development, Aberdeen Asset Management
John Cole Scott, Portfolio Manager, EVP, Closed-End Fund Advisors
Lewis Aaron, Director, Fund Consultants LLC
RecordedApr 26 201243 mins
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Mark Gordon-James, Senior Investment Manager on Aberdeen's Emerging Markets Equity Team, speaks about the Emerging Markets Smaller Company Opportunities Fund, Inc., current Fund positioning and market commentary and outlook in the emerging markets smaller company space.
In this webcast update, Adam McCabe covers the Aberdeen Asia-Pacific Income Fund, Inc. and speaks to the structural factors that have impacted markets. Adam also speaks to recent fund performance, where he and the team are finding fixed income opportunities and provides an outlook on the region.
Fiona Manning speaks about the Latin American region and some of the macroeconomic effects that are impacting markets. She also speaks to the structural factors influencing Latin American companies and why recent market weakness presents Aberdeen with potential investment opportunities.
In this webcast, Aberdeen's Mark Daniels gives an update on the Aberdeen Australia Equity Fund, Inc. Mark covers fund performance, recent portfolio positioning and provides some macro commentary and outlook for Australian equities.
James Thom, member of Aberdeen's Asian Equity team, speaks about some of the macroeconomic issues that India is facing currently and touches on why he finds India attractive from a valuation standpoint.
10-Year U.S. Treasury yields are currently near the 1.50% level and the majority of investors believe these rates are highly unlikely to move much lower, especially to a record low of 1%. But that's where we think they are headed. Learn more about where we go from here.
Corporate behaviour is changing, and with it public companies are increasingly providing green goods, products and services as part of their business mix.
Join FTSE Russell and the London School of Economics as we explore:
• Global economic cycles, climate legislation and what to prepare for
• The risks portfolios are facing in a developing green economy
• How to measure and track portfolio exposure to the green economy
• The FTSE Green Revenues Index Series
08:00 - 09:00 San Francisco PDT
11:00 - 12:00 New York EDT
16:00 - 17:00 London BST
• Professor Sam Fankhauser PhD, Co-Director, Grantham Research Institute, London School of Economics
• Gordon Morrison FIA, Managing Director, ESG, FTSE Russell
• Kevin Bourne, Managing Director, FTSE Russell (host)
The United States is ahead in the medal count, and it feels to investors like a variation on a longer theme: The U.S. stock market has been leading developed and emerging market indices, causing some to say "Go USA" to their portfolios. Learn why we think this is a mistake.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.
In this webinar you'll hear from:
Mark C. Sodergren, CFA, Senior Portfolio Manager, Quantitative Equity;
Michael Hunstad, Ph.D., Director, Quantitative Research
In this episode, host Eric Hazard, interviews Tim Williamson, Managing Director, Asia Pacific at Cognito. The conversation focuses on Asian markets, particularly Singapore, as a growing hub of activity in for financial technologies.
Global yields took a big step down last week as investors adjusted their perspective on global central bank policy. We’ll explore why this is happening and how it might impact the Fed’s monetary policy going forward.