Investor webcasts

Our experts provide an overview on the macro environment and challenges that investors face in UK and Europe, followed by a panel discussion on:
- Challenges and outlook for Real Estate Equity, Infra Equity, Nature Based Solutions, Real Estate Long Income and Private Debt
- Lessons learned from prior cycles
- Benefits of a multi-asset approach & mindset
- Investor opportunities

Our experts assess whether monetary policy is set to stay ‘tougher for longer’, recession risk, and the investment implications of a volatile and uncertain period for markets and economies. Join Stewart Robertson, Senior Economist, Baylee Wakefield, Portfolio Manager Multi-asset Funds and Jennie Byun, Investment Director as they discuss the economic outlook in our latest House View.

Inflation is the dominant driver of global macroeconomic and financial market developments right now, and central banks are having to respond. Join Jennie Byun, Investment Director, Harriet Ballard, Multi-Asset Strategist and Sunil Krishnan, Head of Multi-Asset Funds to discuss what we can expect the rest of the year and the opportunities this may bring.

With humanity waging what the head of the UN calls ‘a suicidal war’ against nature it could be asked are we the asteroid? Join Earth Pillar Lead, Eugenie Mathieu and portfolio managers Julie Zhuang and Jonathan Toub, as they discuss how investment opportunities can play a role in protecting our natural capital.

The war in Ukraine has been the dominant issue affecting economies and financial markets. Join Peter Smith, Investment Director, Harriet Ballard, Multi-Asset Strategist and Sunil Krishnan, Head of Multi-Asset Funds, as they discuss the economic outlook in our latest House View.

An increase in volatility, as well as rising interest rates and inflation, all combine to create a headache for investors. However, two years of elevated issuance activity, a correction in valuation levels and the challenging current market backdrop leave global convertible bonds looking favourable.

Please join Sunita Kara, Global Co-Head of High Yield and Josh Panton, Investment Director in Credit in this webinar where we look at our latest views on Short Duration Global High Yield.
As well as providing an overall market outlook, you can learn more about why short duration credit and why now and the investor’s successes and lessons from the past decade.

As 2021 draws to a close, expectations are for global growth to be around 6 per cent for the year. Join Michael Grady, Head of Investment Strategy and Chief Economist, Peter Fitzgerald, CIO, Multi-Asset & Macro, and Raphaelle Moysan, Senior Investment Director, Head of Multi-asset & Macro Investment Specialists, as they discuss our latest House View.