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Retirement Income Masterclass with Baroness Ros Altmann

Retirement Income Masterclass with Baroness Ros Altmann



Speakers:

  • Jan Oliver, Partner, Income Strategies, Baillie Gifford
  • Claire Altman, Managing Director for Individual Retirement, Standard Life
  • Alastair Black, Head of Savings Policy, abrdn
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Sustainable Outsourcing Masterclass

Sustainable Outsourcing Masterclass



Speakers:

  • Scott Lothian, Fund Manager, Sustainable Multi-Asset Growth Fund, Baillie Gifford
  • Alex Funk, Chief Investment Officer, Schroders
  • Nicolo Bragazza, Portfolio Manager, Morningstar Investment Management
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Fixed Income Fund Selector Masterclass

Fixed Income Fund Selector Masterclass

25th October 2023, 11:00am

Speakers:

  • Ben Edwards, Portfolio Manager, BlackRock
  • Chris Bamford, Head of Fixed Income Manager Selection, Barclays Private Bank and Wealth Management
  • Ed Harrold, Investment Director, Capital Group
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Fixed Income | Masterclass

<p>In this Masterclass, Asset TV host Rory Palmer is joined by a panel of specialists. Together they work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.
Transcript file: 
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LIVE Masterclass hosted by Robert Peston

Speakers:

  • Fabiana Fedeli,
    Chief Investment Officer, Equities and Multi Asset, M&G Investments
  • Chris Iggo, CIO of AXA IM Core and Chair of the AXA IM Investment Institute, AXA IM
  • Richard Carlyle, Equity Investment Director and Portfolio Strategy Manager, Capital Group

Learning Outcomes:

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LIVE Smaller Companies | Premier Miton Masterclass

Speakers:

  • Nick Ford, Fund Manager, Premier Miton US Smaller Companies Fund
  • Alan Rowsell, Fund Manager, Premier Miton Global Smaller Companies Fund
  • Gervais Williams, Fund Manager, Premier Miton UK Smaller Companies Fund


Learning Outcomes:

  • The conditions that tend to favour smaller company outperformance
  • The small cap effect and why it applies across global equity markets
  • The impact of rising rates and inflation on smaller companies' prospects
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CCLA Takeover: ESG Investing Masterclass

<p>Has ESG overpromised but underdelivered? In this Masterclass in partnership with CCLA, we look at this and more.
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ARK Invest | Catherine Wood

<p>In this exclusive interview with Ark Invest’s CIO, Catherine Wood, and in partnership with Nikko Asset Management, we will look at how technological convergence is creating the potential for super-exponential growth; the market value of disruptive innovation; and how ARK Invest's approach differentiates them from other investment firms.</p>
Transcript file: 
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LIVE Ark interview | Cathie Wood

In this exclusive interview with Ark Invest’s CIO, Cathie Wood, and in partnership with Nikko Asset Management, we will look at how technological convergence is creating the potential for super-exponential growth; the market value of disruptive innovation; and how ARK Invest's approach differentiates them from other investment firms.

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Climate Transition | Masterclass

<p>What are the threats and opportunities for investors in the climate transition?
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Infrastructure | Masterclass

<p>How is the digital economy changing infrastructure as an asset class?
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Thematic Investing | Masterclass

<p>What makes for a good global investment theme and when is a good time to buy into it?
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US economy outlook and smaller companies | Masterclass

<p>Is a recession on the cards, what impact is a run on regional banks having on American businesses and how sound are corporate balance sheets?
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Multi-Asset | Masterclass

<p>In this Masterclass we look at what areas of the multi-asset space are going to do well & the opportunities, and how multi-asset investors can keep pace with inflation.
Transcript file: 
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LIVE Natural Income | Masterclass

In this Masterclass, host Rory Palmer is joined by Premier Miton to discuss the importance and relevance of natural income for clients at or near retirement. Speakers are:

  • Jonathan Willcocks, Global Head of Distribution, Premier Miton Investors
  • Emma Mogford, Fund Manager, Premier Miton Monthly Income Fund, Premier Miton Investors
  • David Jane, Fund Manager, Premier Miton Cautious Monthly Income Fund, Premier Miton Investors
  • Gervais Williams, Fund Manager, Premier Miton UK Multi Cap Income Fund
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Consumer Duty | Masterclass

<p>In this Masterclass we look at the latest Consumer Duty deadlines and what this means for advisers and their clients.
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Japan | Masterclass

<p>In this Masterclass, we look at the investment outlook for Japan, the lessons that can be learnt and the improvement in ESG’s.
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Fund Selector Masterclass | Strategic Bonds

Fund Selectors and Fund Managers join Mark Colegate to discuss Strategic Bond Funds, the recent actions by the Swiss Central Bank, the broad market and the knock-on impact of what is happening in regional US banks. <p>Fund Selector:</p> <ul> <li> Kelly Prior, Investment Manager, Columbia Threadneedle Investments</li><br></ul> Fund Managers: <ul><li> Stuart Edwards, Manager, Invesco Tactical Bond Fund, Invesco</li> <li> Torcail Stewart, Fund Manager, Strategic Bond Fund, Baillie Gifford</li> <li> Alex
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Asia | Masterclass

<p>In this Masterclass, we look at the outlook for Asia. There is plenty of good news with Chinese economy opening up and roaring back but what are the other positives and are there any clouds on the horizon?
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Ros Altmann Retirement Income | Masterclass 2023

<p>Baroness Ros Altmann hosts this Masterclass on Retirement Income.
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Fund Selector Masterclass | Corporate Bonds

Fund selectors and fund managers join Mark Colegate to discuss corporate bond funds, to reflect on the last few months, which have been good for the sector, where corporate bonds fit into the strategic income fund and how the market has changed. <p>Fund Selector:</p> <li>Kelly Prior, Investment Manager, Columbia Threadneedle</li> <br><p>Fund Managers:</p><ul> <li> Ben Lord, Fund Manager, M&G Investments</li> <li> Felipe Villarroel, Portfolio Manager, TwentyFour Asset Management</li> </ul> <p>
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Trustee Summit | 15 February 2023

Speakers:

  • Louis van Vuren, FISA
  • Dr Ronel Williams, TrustQore
  • Jolly Mokorosi, Independent Trustee and Principal Officer
  • Brett Ladouce, Sanlam Corporate
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Equity Income Masterclass | February 2023

<p>Our panel of experts join Mark Colegate to discuss the outlook for equity income.
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Fixed Income Masterclass

<p>A panel of experts joins Mark Colgate to discuss the outlook for fixed income in 2023.
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LIVE Aegon UK | ESG Masterclass

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