Name: Equity Income investing for a high inflation environment
Start: 2022-10-21T14:41:00Z
End: 2022-10-21T14:41:05.000Z
Location: BrightTALK
Rating: 0

Mark Munro, Investment Director at abrdn Investments, shares his views on investing in fixed income at the Portfolio Adviser Autumn Congress.

Is now the right time to invest in fixed income?

Join us for the next MyFolio quarterly webinar featuring Paul Diggle, Chief Economist, and Daniel Reynolds, Investment Director.

Paul will kick things off with a global macroeconomic outlook, covering this year’s interest rate cuts, the balance of growth and inflation concerns in the global economy, the escalating conflict in the Middle East, and the impact of the US presidential election.

Daniel will then review the performance of the MyFolio suite, discuss the recent Strategic Asset Allocation (SAA) changes, and emphasise the importance of portfolio diversification in the current environment.

This live event will also include a Q&A session, giving you the chance to ask any questions. Additionally, you’ll be able to download a CPD certificate and a copy of the presentation.

MyFolio Q3 webinar

With substantial re-pricing risk now in the rear-view mirror, now could be an opportune time to start thinking about your clients’ real estate allocations.

Join us online to hear about today’s big real estate themes and opportunities. We’ll also bring you updates about abrdn’s range of forward-thinking real estate products.

• abrdn UK Real Estate Fund: Following its EGM, the fund has adopted a hybrid strategy combining both direct and indirect real estate and has been renamed abrdn Real Estate Fund. 
• abrdn Global Real Estate Fund: Hear the latest update on the fund in terms of activity and portfolio positioning in addition to the outlook for global commercial property markets. 
• abrdn Future Real Estate UCITS ETF: Learn more about our latest fund launch, an active ETF focused on thematic real estate trends.

The start of a new real estate cycle?

Fireside chat with Katie Trowsdale, Head of Client Investment solutions, as she talks about the MyFolio process, what is going on in the market and what lies ahead for the range.

MyFolio Team Talks

Abby Glennie, Deputy Head of Smaller Companies, provides an update on performance, activity and outlook on the abrdn UK Smaller Companies Fund.

abrdn UK Smaller Companies Fund Update - August 2024

Many investors today will have an allocation to cash for yield, risk reduction and liquidity purposes. But what happens as the interest rate cutting cycle begins and cash yields fall?

Join Mark Munro and Paul Mehta who will discuss the benefits of two Global Fixed Income Funds and why they may be considered as outcome-based solutions that could help deliver an attractive yield and income whilst mitigating volatility.

Breakfast briefing: Fixed Income - Time for outcome-based?

Join Deputy Chief Economist, Luke Bartholomew and Head of Client Investment Solutions, Katie Trowsdale, for the next MyFolio quarterly webinar.  

Luke will give a global macroeconomic outlook, discuss the pace of inflation, and how there will likely be more rate cuts this year. The economy seems to be heading for a 'soft landing' and big elections are taking place, so what does this mean for investors?

Katie will then cover fund performance across the MyFolio suite, discuss the recent Strategic Asset Allocation (SAA) changes as well as the importance of portfolio diversification in the current environment.

abrdn MyFolio Q2 webinar

abrdn Political Economist Lizzy Galbraith joined our investments experts Matthew Amis and Eddie Gimlette to give their view on the potential implications of the new Labour government, including Labour’s priorities for its first 100 days in office and what we can expect for the rest of their parliamentary term.

UK Election Insights: Beyond the Numbers

The TeamTalks are a shorter, informal series on a specific range of Funds within the MyFolio suite, with our host Dave Fewtrell interviewing the relevant Fund Mangers. This episode will cover the MyFolio Sustainable Index range, and hearing from Daniel Reynolds and Justin Jones as they review the year past and look to the year ahead.

abrdn MyFolio TeamTalks

Brett Diment, Siddharth Dahiya and Kieran Curtis will join a panel discussion talking about how you could help your clients unlock opportunities in Emerging Market Debt.

Breakfast briefing: Unlocking opportunities in Emerging Market Debt

Paul Diggle, Chief Economist will give a global macroeconomic outlook, and present his views on the path of inflation, the outlook for US, China and Eurozone growth, and the likely pace of interest rate cuts.

Robert Bowie will then cover fund performance across the MyFolio suite, discuss the recent Strategic Asset Allocation (SAA) changes as well as the importance of portfolio diversification in the current environment.

abrdn MyFolio Q1 webinar

With the Magnificent 7 dominating equity markets last year, investors are now exploring alternative sources of growth, not least within Smaller Companies.

Despite being perceived as higher risk, history shows that Smaller Companies can deliver compelling risk-adjusted returns over time. Additionally, an active investment approach that focuses on high-quality companies exposed to structural growth trends can also help investors mitigate market volatility and uncertainty. Considering these points in current market conditions, this is why we believe now is the time to bring Smaller Companies into focus.

Breakfast briefing: Bringing Smaller Companies into focus

Justin and Daniel give an update on the MyFolio Index Range.

Fergus McCarthy will host a discussion with Paul Diggle who will give his macro overview on topics such as interest rates, US economy and the AI Boom. Adam Skerry will then give his inflationary perspective and dive into some of our products that could help cushion your clients portfolio in the year ahead.

Breakfast briefing: The Year Ahead

Luke will give a global macroeconomic outlook, and present his views on the path of inflation, the outlook for US, China and Eurozone growth, and the likely pace of interest rate cuts.

Mark will then cover fund performance across the MyFolio suite, discuss the recent Strategic Asset Allocation (SAA) changes as well as the importance of portfolio diversification in the current environment.

abrdn MyFolio Q4 review

Listen to our equity income fund managers, Matt Williams and Stuart Brown as they discuss how equity income could help your clients say ahead with a balanced strategy.

Breakfast briefing: can equity income offer growth benefits too?

Is it time to consider real estate again? Join our webinar to explore how an allocation to real estate, in its various guises, could help your clients navigate challenging market conditions. Listen in as Real Asset Investment Director Euan Anderson and Investment Director Romney Fox provide a market update and discuss the benefits of considering the abrdn Global Real Estate Fund, and the abrdn UK Real Estate Share Fund for client portfolios. Discover why we believe that now is a good time to review your real estate allocations.

Is it time to tap into global real estate?

With inflation rising, equities could grow both your capital and income at a rate above inflation over the long run. Equity income investing could be the ideal solution to target income today and capital appreciation tomorrow #ExpandYourThinking. Capital at risk

Equity Income investing for a high inflation environment

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Equity Income investing for a high inflation environment

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