Investment in focus
Online | April 2023
Six months on from the ‘mini budget’, we unpacked, unwound and unfurled the turmoil that ensnared the investment market, providing you with fresh perspectives on the challenges ahead.
Investment in Focus, our virtual online series hosted by our investment experts, was streamed live in April 2023 and is now available to watch on-demand.
Comprised of two unmissable events, Investment in Focus looked to make sense of the turbulence, providing clarity on where things stand following half a year of volatility, before detailing what we think the future holds.
Six months on from the ‘mini budget’, we unpack, unwind and unfurl the turmoil that ensnared the investment market, providing you with fresh perspectives on the challenges ahead.
Virtual investment forums | 26 & 28 April 2023
The Unravel sessions, two virtual online events hosted by our investment experts, are coming this April.
These unmissable events will look to make sense of the chaos, providing clarity on where things stand following half a year of volatility, before detailing what we think the future holds.
To sign up to one or both of these free events, please fill in the sign-up form.
To understand where we are going, it is important to reflect on how we got here. Given the upheaval felt across the UK investment industry, we will provide a top-down view on market events that have led up to this point – rising inflation, high interest rates, government decisions, and changing circumstances – and use this to frame our discussions about investments in both the short and long term future.
Our Chief Investment Officer Matt Tickle was joined by two special guests for this comprehensive summary of where the UK investment market finds itself in 2023 - Neil Brown, Geopolitical Strategist from CQS, and Arnab Das, Global Macro Strategist from Invesco.
Until 2022, yields had spent over a decade at all-time lows. Investors have been forced to hunt for returns, often by taking more risk. But with yields rising to levels last seen in 2011, do you now need to take as much risk to achieve the return you need? Which risks are worth taking? Do you need to achieve a return that beats inflation?
In this stream our experts Danielle Markham (Head of LDI Research), Mark Parry (Head of Manager Research), Chris Pritchard (Associate and Senior Investment Consultant) and Sonia Kataora (Partner and Head of DC Investment) sought answers to these important questions to help get your mix of assets right. They explored how the change in the market backdrop might impact investment portfolio building in 2023 and beyond.