There are 10 item(s) tagged with the keyword "Webinar".
Displaying: 1 - 10 of 10
Infrastructure is the life blood of economies. The desire for better, faster and cleaner is only accelerating due to the trends of decarbonisation, growing electricity demand and digitalization, which look set to remain long into the future. In addition, the consensus believes that economies have reached peak interest rates and any moderation of rates is likely to be an additional tailwind for higher duration infrastructure businesses. After a modest 18 months in the infrastructure landscape, we think these factors make infrastructure an attractive opportunity now.
Andy Marsh and Nick Shenton, co-managers of the Artemis Income Fund, will discuss the investment process that has generated long-term returns, current investment ideas in the portfolio, and explain how the fund offers access to the global profits of UK plc at currently depressed valuations.
Register to hear from Artemis’ high income team – David Ennett, Jack Holmes and Ed Legget – as they detail how they are exploiting favourable market conditions and adding value through actively allocating across the bond and equity spectrum, while carefully managing overall risk in the portfolio.
Managers of The Global Smaller Companies Trust, Peter Ewins and Nish Patel, discuss the prospects for smaller companies against the backdrop of inflationary pressures and higher interest rates. They will also cover how the economic backdrop is informing their portfolio construction. Register now to watch live or later on demand
UK Equities - The song remains the same
Five months into their premiership on the FTF Martin Currie Japan Equity Fund, Head of Japan Strategy and Research Reiko Mito, and Portfolio Manager Paul Danes, will take you through the story so far. Hear how the Japanese market has reacted to historic shifts in economic policy and the return of inflation to the region. The due will then highlight portfolio activity and the future opportunities emerging within 'The New Japan'. Client Portfolio Manager Tim Baker will moderate the session which will conclude with investor Q&A.
This virtual event is accredited for 1 hour 50 minutes of CISI endorsed structured CPD. To qualify, 75% viewing time is required.
Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust. Capital at risk.
Join our Multi-Asset team for this special edition Unfiltered conversation at LGIM’s Virtual Investment Summit on Tuesday 2 March at 10am. In this highly-interactive CPD event, we will explore resilience through responsible investing and our investment experts will share their latest insights on the key issues for markets and portfolios in 2021 and beyond. You can also choose which sessions to attend in order to tailor your own personal programme.
Hear Stephen Anness, Global Equities Fund Manager, discuss the macro environment driving equity investing, his investment philosophy and the consequent positioning of the Invesco Perpetual Global Opportunities Fund.
Displaying: 1 - 10 of 10