Multi-Asset Solutions October Quarterly Update

9 Oct 24 60 min watch

On this event, Michael Stiasny, Director of Equities for M&G Investments provided an outlook for UK equities. Continuing with the UK theme, Shanti Kelemen, Chief Investment Officer for M&G Wealth and Michael Watt, Investment Director for M&G Treasury & Investment Office, discussed the role of Gilts and Sterling corporate bonds in portfolios and how changes to capital gains tax allowance alter the trade-offs for customers.

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below

1.       What corporate bond market has the lowest duration?

a)       UK Investment Grade
b)       Euro Investment Grade
c)       US Investment Grade
d)       Global Investment Grade

2.       What is the approximate dividend yield of the FTSE All Share and how does it compare to other markets?

a)       It is low relative to other markets, with a 1.5% pa dividend yield
b)       It is low relative to other markets, with a 4% pa dividend yield
c)       It is in line with other markets, with a 2% pa dividend yield
d)       It is higher than most markets, with a 3.4% pa dividend yield

3.       Which of the scenarios below is likely to lead to the highest capital gains in a portfolio?

a)       High turnover and a low growth rate
b)       Low turnover and a high growth rate
c)       High turnover and a high growth rate
d)       Low turnover and a low growth rate

1.       What corporate bond market has the lowest duration?

a)       UK Investment Grade
b)       Euro Investment Grade
c)       US Investment Grade
d)       Global Investment Grade

2.       What is the approximate dividend yield of the FTSE All Share and how does it compare to other markets?

a)       It is low relative to other markets, with a 1.5% pa dividend yield
b)       It is low relative to other markets, with a 4% pa dividend yield
c)       It is in line with other markets, with a 2% pa dividend yield
d)       It is higher than most markets, with a 3.4% pa dividend yield

3.       Which of the scenarios below is likely to lead to the highest capital gains in a portfolio?

a)       High turnover and a low growth rate
b)       Low turnover and a high growth rate
c)       High turnover and a high growth rate
d)       Low turnover and a low growth rate

Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk 

Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.

Related Insights

PruFund Quarterly Update and Private Markets Review

On this event, Paul Fidell, Senior Investment Specialist, reviewed both the Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) outcome for the PruFund range of funds this quarter end and how the funds have performed over the last quarter.

Find out more

Offshore bonds: a versatile tax wrapper for financial planning

Offshore bonds offer several tax advantages and planning opportunities for financial planners to explore with their clients.

Find out more