Webinars on demand
The PORTUS investment webinars series
During this webinar series we speak with a selection of our fund managers, exploring topics you want to hear about.
We record these sessions so if you missed one, or want to refer back to any of the topics discussed, you'll find them here.
About the Portus webinar series
The focus of our webinars is asset classes and strategies that investors may not have considered too closely in recent years, but we believe will become increasingly important.
Remember, these are your webinars so if there’s a topic you’d like covered in a future series, I’d love to hear about it.
Richard Gallagher
Senior Manager - Platform Investment Proposition
Email: richard.gallagher@irishlife.ie
Mobile: 087 1844116
Keeping family wealth with MFS, part two
The second of our two part webinar series with MFS, in which we discussed intergenerational wealth transfer and practical tips on how adviser firms can "keep family wealth", took place on the 28th August.
For this webinar, my guest was Liz Flint, business consultant and trainer with MFS (Boston).
Liz helps financial advisers and other intermediaries grow their practices by sharing thought-leadership and practice management content and serving as subject matter expert on financial issues impacting advisors and their clients.
Liz has mentored many sales associates entering the asset management industry. She has been a featured speaker in MFS’ ongoing efforts to educate advisors about the unique and evolving financial needs of women.
Liz and I discussed
- How to motivate clients to want to do a family meeting;
- The five most common problems that advisors run into when planning one;
- Specific tools before, during and after to ensure it’s impactful for everyone involved.
View the slides here
Keeping family wealth with MFS
On the 30th of July we held the first webinar in a two part series with MFS, in which we discussed intergenerational wealth transfer and provided practical tips on how adviser firms can "keep family wealth".
For this webinar I was joined by Doug Orton, business consultant and trainer with MFS (Boston).
Doug is responsible for marketing MFS’ individual retirement products and training the firm's sales team on retirement topics. He also delivers best‐practice ideas to advisors and managers from across the industry in both the US and Europe
Doug and I discussed
- Research in the area, and why it matters for your firm
- How to initiate a meeting with another family member
- How to avoid making mistakes in this process
View the slides here
Global markets and equity investing with GQG Partners
In July, my colleague Peter Rice sat down with Josh Snyder, CFA - Global Investment Strategist at GQG Partners, for a fireside chat during which they discussed global markets and GQG's unique approach to equity investing.
A different approach to bond investing with Reams Asset Management
For our first Portus investments webinar of 2025 we were again joined by Reams Asset Management. Topics covered included:
- Global bond markets;
- New investment opportunities for 2025; and
- An overview of the Reams Unconstrained Bond Fund.
View the slides here.
LIA CPD code: LIA17723_2024.
Global markets and equity investing with GQG Partners
My guest was Josh Snyder, CFA - Global Investment Strategist at GQG Partners. Themes we discussed during the webinar included:
- Whilst this is the ‘year of the ballot box’, historically, economics matters more than politics.
- Regarding the US debt burden, US corporates are significantly more insulated than the government when it comes to increased debt servicing costs.
- Shipping costs remain elevated and this has implications for consumers with regards to ‘stickier’ than expected inflation.
- US Corporate earnings growth has been a key driver of outperformance in developed markets relative to emerging.
View the slides here.
LIA CPD code: LIA17723_2024.
A different approach to bond investing with Reams Asset Management
My guest was Todd Thompson, CFA, Managing Director and Deputy CIO at Reams Asset Management. Todd joined Reams in 2001 and has progressed from analyst to portfolio manager and head of the credit team to, most recently, investment committee member in March 2020. During the webinar we discussed
- global bond markets;
- new investment opportunities for 2024; and gave
- an overview of the Reams Unconstrained Bond Fund.
View the slides here.
LIA CPD code: LIA16995_2024.
Global Equities and an overview of the Capital Group New Perspective Fund
My guest was Steven Smith Steven Smith, CFA and Investment Director, Capital Group. Steven has been a member of their London-based team for 16 years and is well placed to discuss global equities and emerging themes, as well as providing you with an overview of the fund.
LIA CPD code: LIA16730_2023.
Inflation outlook and Amundi Real Assets Target Income Fund
My guest was Rudi Boltl, CFA and Senior Investment Specialist – Multi Asset Income at Amundi. Rudi has been a member of the RATI team for seven years and discussed the interesting area that is ‘real assets’ with us, as well as providing you with an overview of the fund.
LIA CPD code: LIA16483_2023.
KBI Water and Global Energy Transition funds income update with Capital Group
My guest was Niall Murphy, Senior Vice President - Business Development and Client Services at KBI Global Investors. Niall:
- provided an overview of the firm, the investment team and their highly active equity selection process;
- discussed recent and longer term performance;
- briefed on the current positioning of the funds; and
- highlighted the strong tailwinds that both funds look to harness in 2023 and beyond.
Fixed income update with Capital Group
Fixed income update, 7th December.
The fifth webinar of the series took place on the 7th of December and we were once again joined by Flavio Carpenzano, Investment Director at Capital Group. Over the course of the webinar Flavio:
- provided an overview of bond markets, including an analysis of recent performance versus historic trends;
- addressed the question of why investors should continue to hold fixed income; and
- highlighted areas where opportunities may arise in the near future.
LIA CPD code: LIA15136_2022
Emerging market debt with Amundi
Investing in Emerging Markets Debt (EMD), 30th March.
The guest speaker at the fourth webinar of the 2022 series was Priyank Shah, Senior Investment Specialist – EM Fixed Income at Amundi. During the webinar Priyank discussed:
- Emerging market debt - recap on the asset class;
- Emerging market debt - why now?
- why investors should consider including EMD in their portfolios, and
- Q&A
View the webinar slides here.
LIA CPD code: LIA13742_2022
Global Listed Infrastructure with First Sentier Investors
Global listed infrastructure, 9th March.
The third webinar of the 2022 series took place on the 9th of March and our guest speaker was Peter Meany, Head of Global Listed Infrastructure at First Sentier Investors. Peter provided an overview of
- Global listed infrastructure – recap on the asset class;
- why investors should consider using it in their portfolios,
- First Sentier Investors' approach to investing in infrastructure and
- the outlook for listed infrastructure markets.
View the webinar slides here.
LIA CPD code: LIA13594_2022
Fixed income with Capital Group
Your last line of defence - fixed income, 23rd February.
Our guest for this webinar was Flavio Carpenzano, Investment Director at Capital Group. Flavio addressed the question of why investors should hold fixed income when yields are extremely low, and discussed the importance and continued relevance of the four key roles FI can serve in a portfolio:
- capital preservation,
- income generation,
- inflation protection, and
- diversification away from equities
During the webinar we mentioned a Capital Group paper on the role bonds play in a portfolio - you can read it here.
View the webinar slides here.
LIA CPD code: LIA13535_2022
Global REITs with Schroders
Time for alternatives – Global REITs, 2nd February.
The first webinar of the 2022 series took place on the 2nd February and the topic was Time for Alternatives: Global REITs.
Our guest speaker was Tom Walker, Co-Head of Global Real Estate Securities at Schroders.
During the webinar Tom talked about why Global REITs might be relevant for your clients' portfolios and examined the Global REITs strategy. The accompanying slides are available here.
LIA CPD code: LIA13534_2022
The Portus interview series
You might also be interested in the Portus interview series, hosted by my colleague Brian Sexton, in which we connect you with a diverse group of subject matter experts from the world of financial planning, wealth management and related industries.