Name: MyFolio TeamTalks
Start: 2024-03-27T10:00:00Z
End: 2024-03-27T10:00:27.000Z
Location: BrightTALK
Rating: 4.3

Aberdeen Investments - UK intermediary channel

Historically, EM performance has been tied to the global investment cycle, with many companies producing tangible goods based in these regions. Now, a new global capital expenditure (capex) cycle, driven by technology, infrastructure, and growing domestic demand is creating both opportunities and risks for EM companies.

To navigate this opportunity and risk we believe an all-cap core approach that prioritises fundamental company research with deep cash flow analysis through an income lens has strong merit.  Join us to hear from Matt Williams, Senior Investment Director as he discusses why investors should consider diversifying into emerging markets to capture this opportunity.

Breakfast briefing: Emerging market equities - a world of investment opportunities

Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.

Is the US economy heading for a 'Trumpcession'?

As interest rates drop, short-term government debt and money market investments might not provide the same returns your clients have seen over the past two years. Mark Munro, Fund Manager of our Short Dated Enhanced Income Fund (SDEI) and Global Income Bond Fund (GIB), will discuss two options with different risk levels to help make up for the lower yields.

Breakfast briefing: Searching for the Fixed Income ‘sweet spot’

Watch our video series, where our fund managers explain why their fund is worth unlocking the potential for consideration in your client's portfolios in 2025.

Unlocking Potential in 2025 video series - Short Dated Enhanced Income

Unlocking Potential in 2025 video series - Global Infrastructure

Unlocking Potential in 2025 video series - UK Smaller Companies

In each of these videos the fund manager explains why their fund is worth unlocking the potential for consideration in your client's portfolios in 2025.

Unlocking Potential in 2025 video series - Enhanced Index

Join us for our latest episode as we explore the results of Germany's national elections and their implications for the country's future, including coalition talks and economic challenges.

Can Friedrich Merz solve Germany's problems?

How far can Trump go unwinding the Biden years? Can Europe and the Pacific economies and markets catch up? Inflation has been largely brought under control but has the last mile been too tough for interest rates to fall further?

Listen for our thoughts on how government policy across US and Europe may affect the economy, rates, and inflation and considered other more broader reaching consequences such as policy, trade tariffs and investment.

The Macro Outlook - Politically Motivated

A video outlining some of the benefits of an EM ex-China investment approach.

EM ex-China video (UK/EMEA/APAC version)

An enhanced index strategy combines the advantages of both active and passive equity investing. Watch Nick Millington’s video to discover more.

Why are enhanced index strategies increasingly popular?

Why is now a good time to consider MyFolio Index?

Join us for the next MyFolio quarterly webinar featuring Paul Diggle, Chief Economist, and Justin Jones, Senior Investment Director.

Paul will kick things off with a global macroeconomic outlook.

Justin will then review performance of the MyFolio Fund ranges over the full year as well as comment on recent asset allocation changes and an exciting update on the MyFolio Managed range.

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 Q4 webinar

2024 revealed itself to be a period of great change. Many of the most significant changes that took place would have been hard to predict but others, such as AI and populism, were brewing for a while. In our first webinar of the year, we dove into the macro outlook for equities and bonds, the impact of Trump 2.0, China stimulus, political change in Europe, and the Middle East, and economic growth and inflation.

The Investment Outlook for 2025

MyFolio Core  - the evolution of MyFolio Managed

Abby Glennie provides an update on the abrdn UK Smaller Companies Fund video - November 2024

abrdn UK Smaller Companies Fund video- November 2024

Luke Hickmore talks fixed income markets, interest rates and how we will position the abrdn Strategic Bonds fund.

abrdn bitesize - Fixed income: embracing volatility

Kirsty Desson talks about the abrdn Global Smaller Companies Fund and why investors should look at small caps.

abrdn bitesize - Small caps: too big to ignore

MyFolio Team Talks

MyFolio Q1 webinar

MyFolio TeamTalks

MyFolio regular webinars

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

MyFolio

Multi-Asset

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MyFolio TeamTalks

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