Investment Management theme

Investment Management

Meeting clients’ needs

The investment profession delivers value by helping clients identify their needs and then allocating capital across the economy by investing in new capital and pricing existing capital.  With such a wide range of investment opportunities, delivering returns, managing risk and maintaining stewardship whilst adhering to policy and regulation is a daily balancing act.

Keep up to date with investment management challenges and opportunities in a competitive environment to ensure efficient capital allocation to meet the financial needs of all stakeholders.

Video

28.07.22

How economic data can help predict currency returns

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 4: James Dolman, Investment Strategy, Investment Research at Alium Dolman outlines how economic data is a useful indicator of future currency returns, and how to navigate the unique demands of this asset class.

Video

28.07.22

How to identify emerging market crises

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 5: Nandini Ramakrishnan, Macro Strategist, Equities at JP Morgan Asset Management introduces you to emerging market crises, why EM’s are particularly vulnerable to them, and the strategies you can adopt to avoid them.

Video

28.07.22

The impact of inflation regimes on asset returns

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 6: Janet Mui, CFA, Head of Market Analysis, RBC Brewin Dolphin discusses inflation regimes, how different policy responses to the economy change the market environment, and how you can analyse markets more accurately by analysing regimes in-depth.

Video

24.05.23

The equity-bond relationship and the 60/40 portfolio - doomed to fail?

The relationship between equities and bonds is changing – find out if a new approach is required, and whether the 60/40 portfolio is still relevant today.