On demand webcasts

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.

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.

Japan’s economic landscape is undergoing transformative changes, from monetary policy shifts to corporate governance reforms, creating a fertile ground for investment. Junichi Inoue, Head of Japanese Equities on Tuesday 26 November introduced our Japan Opportunities Fund, and had an engaging discussion on the compelling case for Japanese Equities, with Chris Hill, Associate Director, UK Client Group.

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.

Please view Ollie Beckett, Portfolio Manager on the Equities team as he delivered a quarterly update on the European Small Cap strategy, as well as sharing the latest market perspectives and outlook.

Please view Jeremiah Buckley, Portfolio Manager, and Michael Keough, Portfolio Manager provide a quarterly update on the Balanced strategy, as well as sharing the latest market perspectives and outlook. This webcast was broadcast on Thursday 14 November.

Please watch Andy Acker, 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.

Please watch Hamish Chamberlayne, Portfolio Manager and Head of Global Sustainable Equities, deliver a quarterly update on the Global Sustainable Equity strategy, which took place on Wednesday 30 October.

Please watch Jenna Barnard, Co-head of Global Bonds and Nicholas Ware, Portfolio Manager on the Global Bonds Team as they deliver a quarterly update on the Global Strategic Total Return Bond strategy as well as sharing their latest market perspectives and outlook. This webcast includes an update on positioning and performance and was broadcast on 24 October 2024.

Please watch Kareena Moledina, Fixed Income Client Portfolio Management (EMEA)/Fixed Income ESG and Colin Fleury, Head of Secured Credit, as they give an update on the Multi-Sector Income Fund, as well as sharing their latest market perspectives and outlook.