WEBCASTS
Connect with our experts for timely commentary and insight on
key market trends, investment themes, and strategies.
Past webcasts
February 2025 Please watch Dan Lyons, Portfolio Manager on the Health Care and Biotech Teams, give an update on the Global Life Sciences strategy, as well as sharing his latest market perspectives and outlook. February 2025 Please watch Nick Sheridan, Portfolio Manager on the European Equities Team, give an update on the Global Small Caps strategy, as well as sharing his latest market perspectives and outlook. January 2025 CLOs (Collateralised Loan Obligations) have caught the attention of many investors amid their attractive yields and diversification potential, as well as due to the positive fundamental and technical backdrop for the sector.
December 2024 Please watch Richard Clode, Portfolio Manager, which took place on Thursday 12 December as he delivered a quarterly update on the Global Technology Leaders strategy, as well as sharing the latest market perspectives and outlook. December 2024 Watch our investment outlook webcast that took place on Thursday 5 December, which explored market expectations and portfolio implications for 2025.
Where are markets headed in 2025? Which asset class areas are positioned to benefit, and which could struggle? What are the implications for portfolio positioning?
In our Market GPS investment outlook webcast you will hear our equity, fixed income, and portfolio construction experts discuss what they think are the key considerations for navigating markets in 2025. November 2024 Please watch Tim Winstone, Head of Investment Grade Credit, as he gives an update on the Euro Investment Grade Credit, as well as sharing his latest market perspectives and outlook. The webcast took place on Wednesday 27 November.
Watch our CLO webcast replay where our panel of experts explored the strategic case for CLOs, the differences between the US and European markets, and the outlook for the sector in 2025.
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