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Markets 2014: Where to from here? [CLOSED]

Markets 2014: Where to from here? [CLOSED]

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Sponsored by Fidelity

Sponsored by Impax

Investec Wealth and Investment
Sponsored by Investec Wealth and Investment

Jupiter Asset Management
Sponsored by Jupiter Asset Management

The referendum vote has removed a big uncertainty for investors - but political concerns are set to have a major influence on UK financial markets ahead of the Westminster general election next May.

As a result, investors face real challenges, whether looking for safe, short term fixed interest returns or saving for the longer term.

To where should we look in the search for yield? Does the prospect of interest rate rises mean we should avoid government bonds and bond funds? If we turn to shares, where are the funds and trusts offering solid yield attractions?

What are the prospects for leading companies in the FTSE100? Are banks and food retailers still to be avoided? Should we opt for a low-cost index tracker fund, or follow a star fund manager?

Economies and markets face major tests as central banks here and in America step up attempts to taper off Quantitative Easing – the emergency monetary support that helped to prevent a slide into Depression. How resilient will markets prove? Should we hug close to defensive  shares and funds? Or move out along the risk curve to secure higher returns?

Will we see a resurgence of interest in developing country markets? How should we rate fears of a China banking bust? And will the bold attempts by Japan – still one of the world’s leading economies – to kick start growth finally pay off?

And what of the mega trends – the longer term forces that will profoundly change our economies and our lives over the next 15 to 20 years? How will we meet our energy needs? And what can we expect by way of technological change and the growing demands on key natural resources such as food and water?


18:30 - Arrival & networking

19:20 - Chairs welcome
Bill Jamieson, Writer, Commentator and Editor of

19:30 - Overview
Owen Kelly, Chief Executive, Scottish Financial Enterprise

19:40 - The Future is today
John Wyn Evans, Head of Investment Strategy, Investec Wealth and Investment

19:55 – What should you look for in a good Absolute Return Fund
James Clunie, Fund Manager, Jupiter Absolute Return Fund, Jupiter Asset Management

20:10 - Q&A
John Wyn Evans and James Clunie

20:25 - Accessing growth in resource efficiency markets
Bruce Jenkyn-Jones, Managing Director of Listed Equities, Impax Asset Management

20:40 - Contrarian investing in the UK market today
Alex Wright, Portfolio Manager, Fidelity Special Values PLC

20:55 - Q&A
Bruce Jenkyn-Jones and Alex Wright

21:10 - Closing remarks
Bill Jamieson, Chair

Please note the agenda is subject to change.

This is a highly popular event in the Scotsman Conferences programme – the only truly independent investment conference event in Scotland - early booking is strongly advised for this evening event at one of the capital’s most prestigious venues.

Information and fees:
We are pleased to offer the best value conference rates in Scotland
Delegate Rate: £20.00 + VAT Fees include refreshments and exclusive access to the Post Conference Reports.

For more information please email or give the team a call on: 0131 247 6785

To book your place please click here.

Registration will be from 6.30pm with arrival drinks and canapes. The conference will draw to a close at approximately 21.15pm with the chance for further networking after.

Key Speaker: To be confirmed
Venue: The Scottish National Gallery (Map Details)
Time: 09 October 2014, at 18:30

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