For Professional Clients only - not for Retail use or distribution
Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2018 Power of 3 Spring Roadshow. Running from 1st May - 18th May, gain insights from investment specialists on a range of relevant topics for your clients.
Each event runs for 2 hours and 15 minutes and will include an informal breakfast or lunch during the first 30 minutes of registration.
The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*.
European Equities: An Income Perspective
The future of fixed income is anything but fixed
The Psychology of Choice:
Outsourcing Solutions to Focus on What you do Best
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As political risk in the Eurozone dissipates, macroeconomic growth rebounds and earnings growth returns, equity investors have returned to investing in European Equities. For the income investor though, Continental Europe never went away. Continental Europe has offered investors an attractive combination of both dividend yield, dividend growth and long-term capital appreciation sourced via low-risk cash returns for some time.
Now however, the opportunity set has changed. High yielding equities can be a signal of either dividend risk or low growth. In this presentation, BlackRock's European Equity team will explain why 2018 might be a year to think about capturing dividend growth while being aware of the risks in higher yielding equities. A focus on stock specifics and identifying winners based on investment-led growth could prove key to delivering a secure and reliable yield premium, together with a cash dividend that can grow.
Matt Williams, Director and Product Strategist, is a member of the European team within the Fundamental Active Equity business of BlackRock's Active Equity Group. Mr. Williams joined BlackRock in 2012, having previously worked as an equity research analyst at a global investment bank, covering European capital goods. Prior to this role, he worked within equity research at Capital Group in London, also covering European industrials.
Mr. Williams earned a BA (Hons) degree in European studies from the London School of Economics and the Humboldt University in Berlin in 1997, and an MBA from Cass Business School in 2007. He has been a Visiting Lecturer at Cass Business School, teaching Applied Corporate Finance.
Aislinn is a member of the European team within the Fundamental Active Equity business of BlackRock's Active Equity Group. She is a product strategist, providing a link between the investment team and account managers. Her role encompasses business development, product strategy and client communication for both retail and institutional investors globally. Miss Bunning joined BlackRock in 2012, as part of the analyst graduate program. Prior to her current role, she worked in EMEA Retail Sales Strategy team covering the sales, product and servicing strategy for due-diligence clients. Miss Bunning also has experience in publishing. Miss Bunning earned a BA (Hons) degree in geography from the University of Cambridge in 2012.
In a rising rate environment, investors need to broaden their bond horizons and look beyond traditional fixed income sectors.
With a focus on mitigating downside risk, the JPM Unconstrained Bond Fund targets attractive risk-adjusted returns in different market and interest rate environments by investing flexibly across global fixed income markets.
In December 2017, JPM Strategic Bond Fund was renamed JPM Unconstrained Bond Fund and has moved from the "£ Strategic Bond" IA sector to the "Targeted Absolute Return" IA sector. These changes do not alter the way in which the fund is currently being managed or the risk profile of the fund.
Marika Dysenchuk is a Client Portfolio Manager within the Global Fixed Income, Currency & Commodities group at J.P. Morgan Asset Management. An employee since 2011, Marika covers unconstrained fixed income and is involved in managing client relationships and growing the business, product development, marketing, research and analysis efforts.
Travis Spence is the Head of the EMEA Client Portfolio Management team within the Global Fixed Income, Currency & Commodities group at J.P. Morgan Asset Management.
Based in London since 2016, Travis has been with the company since 2004 having previously launched and been the Head of the Global Liquidity business in Asia Pacific, and Head of Global Strategic Relationships - Asia Pacific.
Iain Stealey is the head of Global Aggregate Strategies within the Global Fixed Income, Currency & Commodities group at J.P. Morgan Asset Management.
An employee since 2002, Iain focuses on multi-sector bond strategies for both segregated clients and pooled funds, including the JPM Unconstrained Bond Fund. Iain is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.
Outsourcing can make sense in many circumstances, from a commercial, compliance and client benefit perspective. But there are many choices to make: would a multi-asset or multi-manager solution provide the best solution? Do you want a risk targeted or risk rated product? Your platform or our platform? And while we're at it, would you like to outsource your compliance as well as your clients' investments? In this presentation, we'll ask 5 key questions on the outsourcing challenges that advisers and business owners face in 2018, and illustrate how different solutions may help to meet your requirements.
Stuart Podmore is the Investment Propositions Director at Schroders. He joined Schroders in 2015 and is based in London.
Stuart was the Head of UK Strategic Alliances and Client Portfolio Manager, Fixed Income at JPMorgan Asset Management from 2006 to 2015, UK Retail Sales Team and subsequently Fixed Income Product Manager.
He was a Head of Campaign Management at Barclays from 1997 to 2006, which involved Marketing Communications with Private Clients, International and Stockbrokers.
He was an Army Officer, Royal Regiment of Artillery at HM Forces, Army from 1991 to 1997, which involved leading a troop of soldiers as a Forward Observation Officer.
Qualifications: CAIA Charterholder; IMC in Investment Management from CFA Society of the UK; Post Graduate Diploma in Marketing from Chartered Institute of Marketing; BSc in Financial Services from University of Manchester, Chartered Institute of Bankers; BA in English Language and Literature from University of Manchester.
Why BlackRock ®
BlackRock helps people around the world, as well as the world's largest institutions and governments, pursue their investing goals. We offer:
We work only for our clients, who have entrusted us with managing $6.288 trillion*, earning BlackRock the distinction of being trusted to manage more money than any other investment firm in the world.
*Assets Under Management (AUM) as at 31 December 2017
At J.P. Morgan Asset Management, we have over 150 years' experience managing money on behalf of clients around the world. Our global reach, with presence in more than 40 countries, brings expertise in every major asset class, including equities, bonds, property and commodities. This allows us to offer a diverse choice of strategies to meet a wide range of investor needs.
Source: J.P. Morgan Asset Management as at January 2018.
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.
For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.
We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.
As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.
If you have any questions regarding this event, please email firstname.lastname@example.org.