Knutsford Programme

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Registration, Breakfast and Networking
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Welcome and Introduction

Tom Ellis, Editor, Professional Adviser

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Keynote Address

Expecting the unexpected?

Over the last two years Responsible Investing & ESG has become front & centre in investors’ minds and is now heading towards being a mainstream part of asset allocation. What might bring the next challenge for investors and what does that mean for Multi Asset funds?

Speaker
Head of Risk Based Solutions Research
Square Mile Investment Consulting & Research
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Ruffer

What are you doing with your 40%?

Fund: LF Ruffer Total Return Fund

Bond allocations in portfolios are being questioned. A potent mix of low interest rates, extraordinary monetary policy and a pandemic have pushed bond valuations to the moon. This is a decades old trend. But bonds are supposed to offset equity losses in a diversified portfolio. That relationship is no longer so straightforward when parts of the equity market are already moving in lockstep with bond valuations: the merest hint of talking about interest rate rises has hurt both bonds and some of the most popular equity names. What do you do instead when the bonds don't work?

Join Duncan, manager of the Ruffer Total Return Fund, to hear what options are available for investors, where the pitfalls are to diversifying away from fixed interest allocations and how our funds can help.

Speaker
Investment Director
Ruffer
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Schroders

Three Inescapable Truths for the decades ahead

2020 was a watershed moment for Sustainable Investing, the Covid -19 Pandemic accelerated the shift to more sustainable investing for many investors. Join us for the session where we will unpack this trend and further Inescapable Truths you will have to consider in your Multi-Asset Portfolios for the decades ahead.

Speaker
CIO of Schroder Investment Solutions
Schroders
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Baillie Gifford

Growth? Value? Neither.

Often characterised as simply Tech and Tesla, Baillie Gifford’s Lucy Haddow will dispel that notion and explain how Baillie Gifford’s Managed Fund team think about investing for the decade ahead. She will cover why the idea of growth versus value isn’t a sensible starting point, particularly when considering ESG; how the team go about finding the next great growth businesses; and, ultimately, why very few stocks actually matter for generating good long-term returns.

Speaker
Product Specialist
Baillie Gifford
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Q&A with Ruffer, Schroders & Baillie Gifford

Chaired by Tom Ellis, Editor, Professional Adviser

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Coffee and Networking Break
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SimplyBiz

Multi-Asset Hacked…in 10 Minutes

There are lots of great funds out there and lots of good fund managers. But how do you get multi-asset solutions to work for you in an efficient advice process that inspires better outcomes for clients? Let’s take a break from talking about funds and focus on making your supply chain work for you. We have set ourselves a challenge….can we deliver ten valuable tips in 10 minutes to help you critique your current advice process? Start the clock…

Speaker
Managing Director, Distribution Solutions Fintel
SimplyBiz
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Orbis Investments

Replacing the silver bullet

In past decades, the classic portfolio of 60% stocks and 40% bonds was a silver bullet. Now, however, its return prospects look grim, its risks heightened. Escaping those risks will require a very different approach in the decades ahead. In this session, we lay out the case for a far more active approach to multi-asset investing—one that takes advantage of the bottom-up opportunities that are available in markets today. With the right tools and a contrarian perspective, active investors can still pursue attractive returns. Even without a silver bullet.


Speaker
Investment Counsellor
Orbis Investments
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7IM

60/40 is dead

Fund: 7IM Passive, Blended and Active models

The idea of a 60/40 portfolio has long been one of the building blocks of investing, but is it still fit for the future? While the 60/40 portfolio has been a great place to be over the last decade, looking forward, and with an eye on what’s happened in 2020 in particular, should advisers now be looking for more from their portfolios? “Be it diversification through proper strategic asset allocation, looking at regions like emerging markets or diversification through alternatives, these should all be differentiating parts of robust multi-asset investing going forward, which should replace the increasingly flawed 60/40 approach.”

Speaker
Head of Alternatives and Quantitative Strategy
7IM
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HSBC Global Asset Management

Why Outsource? Finding the right solution for your client

Fund: HSBC Multi Asset Solutions

Every client is unique, as investment professionals it is very important to provide the right solution for the right client. Join Hugo Thompson from HSBC Asset Management as he discusses how to find investment solutions that tick the boxes your clients care about. Some investors prioritise cost efficiency, others want control and transparency, while an increasing number care about ESG but don’t want to sacrifice investment returns.

Speaker
Multi Asset Investment Specialist
HSBC Asset Management
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Q&A with Orbis Investments, 7IM & HSBC Global Asset Management

Chaired by Tom Ellis, Editor, Professional Adviser

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Lunch and Networking

Knutsford Venue

The Mere Golf Resort & Spa

Wednesday 15th September 2021

Chester Rd, Mere, Knutsford WA16 6LJ