Watch back our final Analyst webinar series of 2021, focused on getting ‘Back to The Future’. Our Analysts discussed the current key topics as well as look into the sectors they believe will be impacting your client’s portfolio over the coming years.
We answered your questions on current investment trends, how the world is getting back on track, and most importantly, where are we heading in the coming years.
At Quilter Cheviot we benefit from having the largest team of in-house research analysts in Discretionary Fund Management. Hear directly from the analysts as they discuss subjects including: Inflation vs Deflation, Asia and Emerging Markets, Health and Wealth, as well as many more.
Schedule of events
Income - The great dividend reset
Recorded Tuesday 7 September
In the past year we have seen extreme market volatility with some companies suspending, cutting or axing their dividends before some reinstated them as the recovery has taken hold, this has left investors hunting for reliable sources of income.
Asia and Emerging Markets
Recorded Tuesday 5 October
We revisited this popular topic from our last webinar series. Carly Moorhouse, Fund Research Analyst and Sanjay Patel, Equity Research Analyst, discussed the ‘Made in China in 2025’ plan, supply chain diversification into India and Vietnam, as well as investment into factory automation & robotics.
COP26 Summit – the opportunity of a lifetime?
Recorded Tuesday 19 October
Ahead of the 2021 United Nations Climate Change Conference (COP26), we looked at what some of the must-haves, nice-to-haves and should-haves could be at November’s 12-day summit. As countries begin to recover from the pandemic, the need to tackle climate change is greater than ever.
Small but Mighty
Recorded Tuesday 16 November
Matt Ennion, Senior Fund Research Analyst and Amisha Chohan, Head of Small Cap Strategy discuss what the benefits are in small cap investing, why we need to look at the AIM market, and is the IPO boom benefiting the small cap market? Learn how these asset classes might impact the UK markets in the coming years.
Active vs Passive
Recorded Tuesday 30 November
Nick Wood, Head of Investment Funds Research and Billy Ewins, Investment Assistant give us an update on how active management has fared against passive over the last 12 months. They will also ask ‘do you know your passive’? Selecting the perfect passive vehicle can more difficult than you might think.
The Year Ahead
Recorded Tuesday 14 December
In our final webinar of the series, Duncan Gwyther, Chief Investment Officer, and Alan McIntosh, Chief Investment Strategist, provide an investment update. They review the key themes of 2021 and how these have shaped the current investment landscape. They also consider what investors should be looking out for during the next 12 months and beyond.