Rising inflation, increases in interest rates, market turmoil and Government U-Turns – as we head into a predicted year long and more recession in the UK, you’ll be looking to help your clients and your advisers see through the noise.
Don’t miss the chance to hear from the expert speakers we have lined up for you at our latest Investment Committee Seminar in London on Thursday 13 October.
On the bill:
Stewart Heggie, Scottish Mortgage
How is Baillie Gifford’s FTSE 100 Scottish Mortgage dealing with the current markets?
Join Stewart Heggie in his presentation to understand more about the role Scottish Mortgage can play in embracing change and investing in progress.
Stewart says: “Know your circle of competence and stick within it – the size of the circle is not very important, knowing its boundaries however its vital”, Warren Buffett. This quote provides us with a useful frame of reference when thinking about our investment philosophy in the current environment. We know our limits. Scottish Mortgage’s “circle of competence” is anchored around providing long-term funding and support for the companies and entrepreneurs building the future of our economy. We focus less on the noise in the markets, and more on identifying the big drivers of change in the world and building relationships with the exceptional growth companies taking advantage of them.
ALSO HEAR FROM:
James Bird, Fidelity International
You’ve got to speculate to decumulate
In this presentation James will look at the factors that can affect your clients’ retirement, specifically over a turbulent couple of years, and aim to solve some of your decumulation challenges by offering potential solutions.
Matt Evans, Ninety One
Investing with all stakeholders in mind – Sustainability
A fundamental shift is taking place in the investment world. Matt looks at how fund manager can grow returns for investors but not at the expense of other stakeholders.
Henny Dovland, TIME Investments
Unlocking the Power of Alternatives – de-risking and diversification
In post pandemic markets investors have been seeking safety. Henny looks at how alternatives investments can be an integral part of de-risking portfolios, having the ability to diversify and deliver a consistent income.
Nick Britton, The AIC
Using investment trusts to access alternative investment strategies
In today’s inflationary, volatile investment climate, investment trusts offer a tried and tested way of gaining exposure to different and often less liquid assets, which can provide diversification and defensive ballast in portfolios.
Christian Markwick, Apricity Compliance
Staying onside with Consumer Duty
Consumer Duty is not tick box regulation and will need to be part of the culture of every advice firm. Christian will look at the effect of the new rules and provide pointers for paraplanners on how to ensure they and their firms stay compliant with them.
