With the invasion of Ukraine following hard on the heels of more than 2 years of battle against COVID-19, investors have had a challenging time with equity markets facing a combination of headwinds and black swan events.
Mark Phelps, CIO Concentrated Equities and Co-CIO Dev Chakrabarti will share with us the key lessons for investors in these challenging markets, drawing on almost 60 years of investment experience between them.
Join us for an insightful, hands-on approach to analysing the current state of markets, the world economy and geo-politics at a time when the impact of war and rapidly spiraling inflation are dominating the investment agenda in Europe.
Agenda
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Current market environment: buffeted by headwinds from all sides |
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Key issues for equity investors: finding opportunities in more volatile markets |
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The impact at portfolio level and our response as investors |
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Outlook for next 6-12 months and key takeways for investors |
