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Smoothed Managed Funds quarterly investment update - outlook and opportunities

This webinar features a quarterly investment update by our Chief Investment Officer, Adam Ruddle, who discusses how the LV= Smoothed Managed Funds have performed, and offers our view on current market conditions and our outlook for the coming months.

We are also joined by Senior Business Development Manager Jonathan Kidd, who explores how blending LV=’s Smoothed Managed Funds with other investment solutions can diversify and stabilise a client’s portfolio, offering a less volatile journey tailored to the investors’ composure. 

LV= and Columbia Threadneedle Investments collaboration

Our Smoothed Managed Fund range is managed in collaboration with Columbia Threadneedle. Learn more about the collaboration and what this means for your clients.

Understanding our unique smoothing process

Discover LV='s unique smoothing process, and how it works to help provide you with a safety net when markets fall.

Smoothed Managed Funds quarterly investment update - outlook and opportunities

This webinar features a quarterly investment update by our Chief Investment Officer, Adam Ruddle, who discusses how the LV= Smoothed Managed Funds have performed, and offers our view on current market conditions and our outlook for the coming months.

We are also joined by Senior Business Development Manager Jonathan Kidd, who explores how blending LV=’s Smoothed Managed Funds with other investment solutions can diversify and stabilise a client’s portfolio, offering a less volatile journey tailored to the investors’ composure. 

Achieving income sustainability - How smoothed solutions could help ease your clients’ recession worries

As the cost of living crisis deepens, and a recession looms, the need to ensure your risk sensitive clients are invested in suitable investments designed to help deliver income sustainability in retirement is of increasing importance. In this webinar, we are joined by investment experts to explore current market conditions, and how our Smoothed Managed Funds are uniquely designed and positioned to help.

Introducing our new LV= Smoothed Bond​

In this webinar we detail the benefits of the LV= Smoothed Bond and how it can help you and your clients. We are joined by Adam Ruddle, Senior Investment Manager at LV=, for an in-depth market and fund performance, and Strategic Asset Allocation update. Please note, this session was recorded on 10 June, and information is correct as at that date.

Smoothing the journey for even more investors - expanding our Smoothed Managed Funds range

Join us as we announce our two new Smoothed Managed Funds, and hear from Scott Dakers of Square Mile on responsible investing and how this can be integrated into your client planning.

Limiting risk: the psychological impact of continued volatility, and how to manage it

Hear from Oxford Risk's Behavioural Finance expert Dr Greg Davies on the benefits of Anxiety Adjusted Returns, and how LV='s Smoothed Managed Funds could help.

Powered for the future: How LV=’s Smoothed Managed Funds are positioned for stability and sustainability

In this webinar our proposition and investment teams discuss the key to the recent strong performance of our Smoothed Managed Funds and the launch of our Smoothed Pension, now with enhanced smoothing. We were also joined by experts from our partners Columbia Threadneedle Investments to discuss ESG integration and the Threadneedle UK sustainable equity fund.

Please note: we are unable to offer CPD certificates for viewing recorded sessions. 

 

Exceptional smoothing for extraordinary times: How LV= Smoothed Managed Funds ease investor anxiety in chaotic markets

Discover how our funds deliver stability and long term growth, how the investment strategy has built resilience, our approach to ESG investing and emerging markets, and how our funds can offer downside protection particularly to those in decumulation.

Some good news ahead for the UK and Europe

Watch to discover the latest short-term macroeconomic outlook and what this may mean for the UK financial market and Smoothed Managed Fund investors. For UK financial advisers only. 

30/01/2023

Has recession been cancelled?

Watch to discover the latest short-term macroeconomic outlook and what this may mean for the UK financial market and Smoothed Managed Fund investors. For UK financial advisers only. 

23/01/2023

Is the US about to move into recession?

Watch to discover the latest short-term macroeconomic outlook and what this may mean for the UK financial market and Smoothed Managed Fund investors. For UK financial advisers only. 

09/01/2023