MOTB
Our monthly 90 minute live webcast is completely free for all serving local authority treasury managers. To receive invitations, register here with a gov.uk address.
For corporate subscriptions please contact us here.
10:35 UK Economic Outlook
James Bevan, CIO, CCLA
11:00 Multi-asset: the credit and equity balance; opportunities in Asia; value and cyclicals
Elia Soutou, multi asset investment director, Fidelity International
11:20 Using diversification across asset classes to help reduce portfolio risk
Paul Flood, portfolio manager, global equity income, Newton Investment Management, a BNY Mellon Investment Management Company
11:40 Overview of the portfolio approach to debt management
Christian Wall, director, PFM
Christian Wall, director, PFM
Andrew Hardingham, consultant
June Matte, managing director, PFM
Christian Wall, director, PFM
00:00 – 23:00 Macro-economic update
James Bevan from CCLA gives a macro-economic overview.
23:00 – 43:00 Global government bonds: a cash alternative in a low-yielding world
Gopi Karunakaran, co-chief investment officer from Ardea Investment Management looks at a government bond strategy in place of cash.
43:00 – 49:00 Money market fund update
State Street Global Advisor’s head of global cash management, Nick Pidgeon provides the quarterly view from the money market.
1:02:00 – 1: 23:00 ESG in short-term cash strategies
Joshua Kendall, head of responsible investment research and stewardship and Robert O’Riordan, institutional business director, Insight Investment outline how even in short-term cash, ESG can remain centre-stage.
1:23:00 – close 151s Panel: Croydon, 114s, borrowing and commercialism
Featuring expert analysis from Conrad Hall, director of resources, London Borough of Newham, Richard Harbord, consultant and Christian Wall, director, PFM
00:00 – 17:40 Macro-economic update
Regular macro-economic overview from James Bevan of CCLA.
17:40 – 42:30 Covid-19 and ESG investments
Carlo M. Funk from State Street Global Advisors explores the impact of Covid-19 on ESG investments.
42:30 – 1:05:00 ESG & Ultra Short duration
Dan Farrell of Northern Trust presents their ultra short solution that integrates ESG strategies.
1:05:00 – End ESG in supported housing
Ash Dougal & Stewart Quayle from Fundamentum Social Housing REIT outline their approach to produce positive social impact via supported housing and their REIT.
00:00 – 27:30 Macro-economic update
James Bevan from CCLA gives a macro-economic overview.
27:30 – 48:00 Local government investment and borrowing trends
David Chefneux from Link Asset Services looks at the latest trends in investment and borrowing.
48:00 – 1:02:00 Commercial property: valuations, transactions & income
John Kelly discusses with Peter the challenges in the commercial property market right now.
1:02:00 – End 151s Panel: 114s, PWLB consultation and right-to-buy
Emma Foy, Hart’s interim s151 officer and Andrew Hardingham, Plymouth City Council’s 151 officer discuss these three key issues.
00:00 – 30:30 State of the UK economy
James Bevan updates treasurers on the macro-economic outlook.
30:30 – 49:00 Money market fund update
State Street Global Advisor’s head of global cash management, Nick Pidgeon provides the quarterly view from the money markets.
49:00 – 1:12:00 Treasury investment and LGPS risk
Lancashire’s director of investment, Mike Jensen, discusses investment risk in council treasury and pensions portfolios.
1:18:30 – end Community municipal bonds
West Berk’s s151 officer, Joseph Holmes, discusses an exciting new retail investment scheme for local residents.
00:00 – 00:42 The next great depression?
Macro economic analysis with James Bevan (CCLA) and Anna Stupnytska (Fidelity International).
00:42 – 01:04 Money market fund update
Dennis Gepp (Federated Hermes) discusses security, liquidity and yield in relation to your money market fund investments.
01:04 – 01:40 S151s Review: Accounting simplification & budget black holes
Conrad Hall (LB Newham) and Andrew Hardingham (Plymouth CC) discuss unprecedented pressures on local government finances and whether the solution calls for s114 notices.
