Jersey Investment Briefings - February 2012
Coping with extreme conditions takes real know how - Keep calm and carry on
Like the Inuits, our investment managers know how to survive and flourish in an adverse climate, finding shelter when it’s needed and making the most of any opportunities that present themselves.
At our latest investment presentations Tristan Hanson, Head of Asset allocation and Nick Skiming, Americas Equities specialist, discussed where to find value in this economic climate and the pitfalls of emotional investing. Afterwards, they gave more detailed responses to specific points made during the presentations.
Click here to download the presentation.
Click here to view Tristan's interview.
Click here to view Nick's interview.
South African Conferences - September 2011
Ideas, technology & innovation - Exploring the future for investors
Between 19 and 23 September 2011, Ashburton will be exploring the themes of Ideas, Technology and Innovation through a series of South African Investment conferences. A panel of experts from Ashburton, as well as from its sister companies within the FirstRand Group will address events across the country. Please click on the links for more information about the events in each region: Cape Town, Johannesburg, Durban and Port Elizabeth.
Ashburton are delighted to welcome keynote speaker Dr. Michael Jordaan, CEO of FNB, to the stage this year. Ahead of the game when it comes to anticipating the changing environment, FNB is renowned for being South Africa’s most innovative bank and remains at the cutting edge of technology. Other experts speaking from Jersey and South Africa are: Tristan Hanson (Chair/Asset Allocation) - Jonathan Schiessl (Asian Equities) - Nick Lee (Global Equities) - Nick Skiming (American Equities) - Nesan Nair (Fixed Income) - Tony Cadle (Resources) - Paolo Senatore (Strategy).
Jersey Investment Briefings - September 2011
Risk vs Reward - Balancing asset allocation in times of uncertainty
Amid a backdrop of volatile markets around the world, it is often difficult to know which assets to be invested in at any one time. Our minds can present us with obstacles to good judgement and, along with behavioural biases, our perceptions of risk may not be rational.
Taking this into account, our Head of Asset Allocation, Tristan Hanson, looks at where value lies in this economic climate and how to be in the right asset at the right time.
Click here to download the presentation
Click here to view an interview with Tristan Hanson
Channel Islands Investment Briefings - February 2011
Challenging Perceptions – time to look from another perspective
The shifting perceptions of risk and opportunity
Conventional wisdom suggests equities are riskier than bonds. But it is very plausible that investors increasingly view blue-chip equities as fundamentally less risky than exposure to over-leveraged governments. Such thinking could trigger retail flows into developed market equities, and a re-rating of the asset class. Tristan Hanson examines this shifting perception of risk.
We entered 2010 faced with the potential of either cyclical recovery or some highly toxic scenarios. The potentially 'toxic scenarios' have not left us and 2011 will be littered with mutterings of a collapsing Portugal, Spain et al. Richard Robinson provides his thoughts on the outlook for European Equities in 2011.
Click here for event details, speaker profiles, presentations and video
Jersey Investment Briefings - November 2010
Jersey Investment Briefings - November 2010
Structural themes in an uncertain world – Tristan Hanson
Re-emerging Asia – Jonathan Schiessl
Introduction and Fund performance update – Tom Zambon
Click here for event details, speaker profiles, presentations and more...
London Investment Briefings - November 2010
London Investment Briefings - November 2010
Structural themes in an uncertain world – Tristan Hanson
Re-emerging Asia – Jonathan Schiessl
Introduction and Fund performance update – Terry James
Click here for event details, speaker profiles, presentations and more...
Jersey Investment Briefings - July 2010
The "double dip" debate
Recently, the pervading concern has become the risk of a "double dip" recession. Proponents of this view either argue that the stimulus-led recovery witnessed so far is unsustainable or that the risk of a negative shock or policy mistake are so high that recovery is likely doomed. Our investment strategist provides his thoughts and looks at how best to allocate assets at this juncture.
Click here for event details, speaker profiles, presentations and more...
South African Conferences - May 2010
THE GLOBAL PLAYING FIELD
The World and South African in 2010s
We live in a world that is constantly evolving, and yet within this evolution, history seems intent on repeating itself. Our world has remained relatively predictable in one aspect for the last few centuries. The West has been the dominant force in global politics and economics. But the game has changed quite dramatically, with the emergence of new, and highly influential, players answering to different rules while tilting the global playing field their way.
Ashburton invites you to join us to examine the global game in the 2010s and the possible outcomes for South Africa and the rest of the world.
Click here for event details, speaker profiles, presentations and more...
Channel Island Investment Briefings – February 2010
SustainAbility
2010 - a bumpy road ahead
The first few weeks of 2010 have been a rocky ride. We discuss how best to allocate capital in what looks to be a more difficult year. We also look at what lies in store for Asia - arguably now the centre of the new financial world.
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Jersey Investment Briefing - October 2009
SustainAbility
Eastern Promise - Can Asian growth be sustained?
Speakers:
Tristan Hanson - Ashburton Investment Strategist
Jonathan Schiessl - Ashburton Asia Pacific Specialist
Craig Farley - Ashburton Investment Manager - Asia desk
Click here for event details, speaker profiles, presentations and more...
London Investment Presentation - October 2009
SustainAbility
Eastern Promise - Can Asian growth be sustained?
Speakers:
Anatole Kaletsky - Economic commentator for The Times and co-founder GavKal research consultancy
Tristan Hanson - Ashburton Investment Strategist
Jonathan Schiessl - Ashburton Asia Pacific Specialist
Click here for event details, speaker profiles, presentations and more...
Channel Islands Investment Briefings - June 2009
Climate Change - Signs of recovery?
The economic climate has been chaotic and the world has felt upside down, but are the recent market swings a sign of the world beginning to right itself? Ashburton strategist, Tristan Hanson; and European Equity specialist, Richard Robinson provide their insights into the recent market upturn and discuss what factors will be key for a sustainable recovery.
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South African Conferences - May 2009
Climate Change
The current economic climate seems chaotic and the world seems upside down. Members of our investment team along with guest speaker, Anatole Kaletsky, provide their insights into recent market events and look at possible ways to navigate our way through the crisis.
Click here for event details, speaker profiles, presentations and more...