Videos

PIMCO - What Fed Liftoff Means for Markets

A tightening cycle is finally underway. PIMCO's experts discuss the Fed's long-awaited decision to hike rates - and what it means for investors.

Company: PIMCO

Date added: 18-12-2015
Duration: 18
Categories: Economic Outlook

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Northern Trust - December Fed Increase: Is this it?

Looking at the factors increasing the likelihood of a federal funds rate move in December.

Company: Northern Trust

Date added: 23-11-2015
Duration: 3
Categories: Economic Outlook

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Goldman Sachs - Global Macroeconomic Outlook 2016: Jan Hatzius

Jan Hatzius, chief economist at Goldman Sachs, expects a small uptick in global growth in 2016 and further improvements in developed labor markets. Emerging markets will remain a mixed bag, with more deceleration ahead for China.

Company: Goldman SaCHS

Date added: 21-12-2015
Duration: 4
Categories: Economic Outlook

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BNP Paribas - David Kiddie Head of Institutional Investors

Hear from David Kiddie, Head of Institutional business.

Company: BNP Paribas

Date added: 19-01-2016
Duration: 5
Categories: Economic Outlook

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River & Mercantile - 2015 Roadshow - Revealing Truths

How challenging conventional thinking can lead to improved outcomes

Success is within reach for UK pension schemes, whether defined benefit or defined contribution, but the path to success is not always obvious. Some long-standing beliefs may need to be turned on their heads for the way to become clear.

In five concise presentations over the course of 75 minutes, we challenge accepted thinking on risk, interest rates and post-retirement DC.

"When the facts change..."
We open our 2015 roadshow by looking at what happens when received wisdom turns out not to be true. We consider both changes in investing “facts” as well as external influences such as regulatory change, and ask the question – how do we deal with uncertain certainties?

"All that is gold does not glitter"
No matter how skilful the manager, the difference in its performance in different market conditions can be remarkable. Your apparently worst active manager may actually be rather good – and vice versa. A closer look at investment style can lead to better decision-making and improve your governance process.

"De-risking can increase your risk"
The focus of pension schemes seems to be to reduce risk, almost at the expense of everything else. But could de-risking actually damage a pension scheme's chances of paying its members' benefits in full? A better understanding of the interaction between the scheme's investment and non-investment risks can help trustees obtain the return they need and manage their risk.

"Hedging's other purpose"
Liability hedging is used to neutralise the impact of changing interest rates and inflation on funding levels. And an important factor is the direction of rates. But that’s not the end of the story. Liability hedging can actually make a pension scheme money.

"Apocalypse now and then"
We conclude the session with a focus on perhaps the most certain uncertainty – changes in politico-regulatory policy. DC arrangements have been turned upside down by 2014's Budget announcement. But could that change have been anticipated? And is a regulatory change now coming to the DB pension world?

Company: River & Mercantile

Date added: 11-05-2015
Duration: 74
Categories: Economic Outlook

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2017/18 PPF Annual Report and Accounts

The PPF is pleased to present this video which showcases its performance during the 2017/18 financial year. Despite taking on pension schemes from employers including Carillion, Toys R Us and Hoover, with deficits totalling £1.2 billion - the highest total value to date, the PPF has reported a robust performance.

Company: PPF

Date added: 18-07-2018
Duration: 3
Categories: Economic Outlook

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How Demographics and Consumer Spending Are Influencing Investment Trends

Find out how demographic trends and consumption patterns could affect the investment landscape and whether China is still a major driver with CAIA Associations's Jo Murphy, CSOP's Simon Lee, Premia Partners' Laura Lui, Fubon Convoy Asset Management's Derek Mok, and ICBC Credit Suisse's Vania Pang.

Company: S&P Dow Jones

Date added: 29-06-2018
Duration: 32
Categories: Economic Outlook

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