On the 27th September 2022, we held our third annual Investment Conference at the beautiful Claridge's, London. The day brought together 17 leading fund managers and 3 fantastic keynote speakers to provide a comprehensive update and overview on the current and future industry trends as we navigate this difficult and uncertain environment.
Listen to each of our panel discussions below:
In our first panel of the day, 'Where to look for income?', Jock Glover, Strategic Relationships Director at Square Mile, was joined by Vincent McEntegart of Aegon Asset Management, Ben Peters of Evenlode and John Roe of Legal and General Investment Management. The group discussed:
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The impact on income within a higher inflation environment.
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The alternative sources of income excluding bonds and equities.
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Bonds and cash vs. equities.
'What are the opportunities in the UK market?' was the next panel where Richard Buxton of Jupiter Asset Management, Alex Wright of Fidelity and Benji Dawes of Premier Miton joined Mark Harries, Square Mile's Chief Investment Officer for a conversation on:
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How the recent news has impacted the UK market.
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How has the performance of the UK market faired in the last 20 years?
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What are the most exciting companies in the UK at the moment?
Lastly, our final panel focused on 'Thematics'. In this session, Jake Moeller, Senior Investment Consultant, welcomed Ajay Dayal of ClearBridge Investments, Tom Walker of Schroders and Ritu Vohora, Vice President of T.Rowe Price to the stage, covering:
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The case for thematics versus more traditional approaches.
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Where are the opportunities in the coming years?
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Why you should stay invested in Responsible Investment.
To compliment the event, Square Mile and our 17 brilliant sponsors have created a Conference Magazine to help you navigate this ever-evolving landscape we find ourselves in and explores where the opportunities moving forward.
READ THE CONFERENCE MAGAZINE
This event was recorded on Tuesday 27th September 2022. This recording is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This recording represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this recording shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this recording.