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Markets 2018: Home or Overseas – Where to from here?
March 20 @ 8:30 am - 11:00 am
The investment climate in 2018 is a complex one, with unpredictable Brexit headwinds and constant uncertainty in the United States under President Trump.
What does the geopolitical landscape mean for investors? How will Brexit impact on investments close to home – and should we be listening to global experts who tell us they see more upside in emerging markets, Europe and the far east than the US?
Should we be looking to the far east to find safer havens for our money, with investments in Asia out-performing the west dramatically? The rapidly-expanding middle-class in India and south-east Asia is helping countries generate big gains for investors, and this looks set to continue.
Hear from a range of experts, including an analysis of the opportunities presented by far east markets – and some thoughts on hot investment tips closer to home.
08.15 – Registration and refreshments
09.00 – Welcome and introduction
David Lee, The Scotsman Conferences
09.05 – Global outlook: a 2018 market overview
Caspar Rock, Chief Investment Officer, Cazenove Capital
09.25 – Eastern promise: Opportunities in the far east
Andrew Graham, Head of Asia, Martin Currie
09.45 – The home front – short and long-term prospects for UK markets
Margaret Lawson, UK Investment Director, SVM Asset Management Limited
10.05 – Bouncing along or bubbling dangerously? Ten metrics to master markets
Russ Mould, Investment Director, AJ Bell
10.25: Question & Answer session with panel
10.55 – Summary and close by the Chair
11.00 – Tea, coffee and networking
Head of Asia, Martin Currie
Chief Investment Officer, Cazenove Capital
Investment Director, AJ Bell
UK Investment Director, SVM Asset Management Limited
The Scotsman Conferences
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