Agenda

08:30 – 09:00

Registration

09:00 – 09:35

Taking the macro temperature in a year of elections

Against a fast-moving geopolitical backdrop, join us as we discuss the complex interplay of factors driving global policy, economies and financial markets, and how they are shaping investment strategies.

John Emerson, Former US Ambassador to Germany, Vice Chair of Capital Group International; Robert Lind, Economist and Matt Miller, Political economist and corporate affairs advisor.

09:35 – 10:10

What next for bonds in a pivotal year for central banks?

We take a deep dive into the world of fixed income and the nuances of monetary policy, and consider the opportunities, challenges and risks facing bond investors during a pivotal year for central banks.

Barbora Matouskova, Fixed income investment analyst; Andrew Cormack, Fixed income portfolio manager; Robert Burgess, Fixed income portfolio manager and research director

10:10 – 10.45

Broadening equity opportunities: looking beyond the Magnificent 7

From blue chips to emerging markets, we explore the key issues shaping global equity markets and influencing asset prices, and assess potential opportunities for long-term investment growth.

Patrice Collette, Equity portfolio manager; Archana Basi, Equity investment analyst; Richard Carlyle, Equity investment director

10:45 – 11:05

Coffee break

11:05 – 11:35

Boardroom session 1

11:35 – 12:05

Boardroom session 2

12:05 – 12:10

Closing remarks

12:10 – 13:10

External keynote

A conversation with Ed Balls and George Osborne

13:10 – 14:00

Networking lunch