Has the turbulence of the last few years left you feeling lost in the woods? In this presentation James Bird of Fidelity International looks to provide a comprehensive road map for paraplanners who find themselves disoriented in the current investment landscape.
He will present on the recent macro events that have reshaped the markets and caused disruption for investors.
Fidelity believes that investors must take a global approach to regional allocation and James will focus on the benefits of investing outside of the US, looking at China and Europe as viable alternatives.
It is important that financial advisers, paraplanners and asset managers alike recognise the impact of future trends in order to escape the metaphorical forest and position ourselves for success in an ever changing market.
Learning objectives:
• Explain the recent macro events that reshaped the markets and caused disruption for investors.
• Describe how investors have been positioned in the past and the regions they should look to allocate to, going forward.
• Recognise the impact of future trends on our industry.
