Webinars

Less than a year ago the commonly held view was that inflation was transitory. Investors are feeling dazed and markets are coming to grips with inflation and expected rate increases in the months ahead. In this session we examine the current state of debt markets and implications for investors. We’ll focus on:

• How you can manage volatility in defensive bond portfolios. Should you have a bias to credit or duration?
• Where should you look for income generation right now?
• Should you have a tilt to domestic or offshore bonds considering currency?
• Where do you deploy excess cash in your portfolios?

35 Minutes | CPD Credits Available

As the equity outlook remains cautious, the next decade will be different for equity investors and a new approach is required. How can investors meet the challenges and what do portfolios look like in the new regime?

In this webinar, Bruce Apted, Head of Portfolio Management – Active Quantitative Equity Team and Peter Carey, Portfolio Manager – Investment Solutions Group explore:

• Changing client priorities – what is influencing client priorities and what is important to them right now? 
• A new equity regime – why the next decade will be different for equity investors. What are the recession risks and just how sticky is the inflationary environment likely to be?
• Portfolio construction ideas – how investors can create a resilient equity portfolio for the next decade. 

39 Minutes | CPD Credits Available

Yvette Murphy - State Street Global Advisors and Angela Ashton - Evergreen Consultants examine climate investing implications as global targets and policies align. During the webinar they discuss:

• How investors are assessing these risks and opportunities from an institutional and financial adviser lens
• How portfolios can be positioned ahead of the transition curve, including the differences between a Mitigation and Adaptation approach
• Considerations when evaluating the wide range of climate strategies in the market.
  

38 Minutes | CPD Credits Available