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Investment in a post-Brexit world
28th March 2017 @ 8:00 am - 10:30 am
£20 + VATEvent Navigation
Sponsored by App Partner
In a tumultuous world in the wake of the political earthquakes of Brexit and the Trump Presidency, how and where should people now be investing?
UK equities appear expensive, interest rates look to be on the way up, and the market is due a correction after such a strong rise.
There are many questions:
- Have we seen The Last Hurrah for defensive investments and income funds?
- Are emerging markets due a further rally?
- Are there particular sectors – infrastructure, biotech, IT – that investors should be looking at?
- Should we rule out continental European equities, and what about cash?
Expert speakers will cut through the political and economic noise and give their view on where the markets are going and the safest havens for your money.
Agenda
8:30am Introduction by Chair Bill Jamieson
8:35am Is your investment portfolio Brexit-ready?
Tom Walker, Portfolio Manager of Martin Currie Global Portfolio Trust
8:55am Market valuation, historical perspectives and the risk of a correction becoming a rout:
Russell Napier, Co-Founder at ERIC Electronic Research Interchange and Against The Head Ltd
9:15am Practical advice for retail investors in 2017
Merryn Somerset-Webb, Editor in Chief, Moneyweek, and FT columnist
9:35am Dystopian Future or Brave New World: What does Brexit mean for your financial planning?
Bob Hair, Wealth Planning Director and Head of Edinburgh office, Cazenove Capital Management
9:55am Q&A with all four speakers
10:05am Summary and Close by Chair Bill Jamieson
Fees include refreshments, networking breakfast and exclusive access to the Post Conference Reports.