Webinars

• Uranium outlook
• Opportunities within the Nuclear Technologies sector

Investing is subject to risks. Please read the fund documentation before investing

• Is now the opportunity to invest in the Metaverse or is it too early?
• The role of user interfaces in the emergence of the Metaverse
• If the metaverse should be decentralized?
• How the Metaverse could evolve differently across cultures
• Is global-wide adoption of the Metaverse possible, and is it what we really want?

• The opportunity to participate in the potential growth of the largest middle class in the world
• The importance of following a disciplined, yet flexible, methodology that focuses on company fundamentals
• The role of ESG in fostering sustainable growth in China

• Impact of digitization on usage of semiconductors
• Dynamics of semiconductor industry
• Opportunities and risks in semiconductor space

• Where we are in the current downgrade cycle, and outlook for 2021
• How new fallen angels are driving outperformance
• The return and credit quality profiles of recent global fallen angels

• The video game industry is earning hundreds of billions in annual revenues, and reaching billions of consumers around the world.
• Trends like demographic shifts and changing consumer demands provide long-term structural support for this growth industry.

• How mobile gaming compares to traditional PC and console gaming
• How publishers are increasing mobile revenues by embracing free-to-play business models
• Emerging markets demand for mobile games and how publishers are targeting this demographic

• What has driven performance?
• How has the strategy performed in past periods of market stress?
• What is the outlook for fallen angels for the rest of the year?

• New technology and business models used by video game publishers to increase engagement and revenues
• Key events impacting the video game and esports industry and how the top players in this space are responding

• Overview of the listed real estate market
• How it can benefit an investment portfolio
• Public real estate versus private real estate

• How the video game industry is leveraging new technology to diversify revenues
• Why esports and video game streaming is here to stay

• There is significant demand for Esports and the proof is in the viewership
• Esports is challenging the status quo with viewership superseding the MLB World Series, NBA Finals and the NHL Stanley Cup

• Is there a looming wave of downgrades to junk?
• How have fallen angels performed in past periods with high downgrade volumes?
• Positioning a fixed income portfolio for the late cycle