Bristol Programme
Busting Five Myths About UK Biased Portfolios
Over the past 10 years the UK market has been a perennial underperformer, but in 2022 it was one of very few equity markets to deliver positive returns. So what does the future look like for the UK? And should your UK based clients have a UK bias within their portfolios? Join Hugo Thompson, Multi Asset Investment Specialist, as he examines the reasons investors hold UK biases within portfolios, and dissects the rationale behind each. Not all is as it seems, investors might be better off holding a more diversified exposure as old adages don’t always hold true
Learning Objectives By the end of the session, delegates will be able to:
- To understand the 5 most common arguments for including a UK bias within Multi Asset portfolios
- To recognise the primary differentiators between the UK and Global markets and the effect on return profiles
- To understand the optimal way of constructing a global asset allocation within a Multi Asset portfolio
How are you capturing your client’s risk composure in 2023?
LV= will look at your clients already in, or moving into, a decumulation investment strategy, but who are also currently uncomfortable with investment risk. For many clients how they feel during the investment journey is an important as the outcome and by introducing a multi asset solution with a smoothing mechanism helps minimise the impact of market volatility whilst delivering attractive returns. Today these clients present a huge opportunity for growth for financial planners. This presentation will explore why this is the case and how you can access the opportunity.
Learning Objectives By the end of the session, delegates will be able to:
- Describe the typical characteristics of clients whose risk composure has recently changed
- Explain potential investment journeys to achieve a de-risked return
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Identify a diversified multi-asset solution to help counter investment risk pressures
This Could Take a While
The 'everything bubble' of 2021 has started to deflate, and valuations have started to turn towards sanity. But only started. It usually takes a long time and a lot of pain for bubbles to deflate and valuations to return to less exuberant levels. Given the extreme starting point, it would be strange indeed if a single year completely unwound the biggest bubble in living memory. To see where we’re going next, it helps to understand where we are now. In this presentation we will put current markets and the 2022 declines in context, comparing them to past periods and placing them in a framework of how market cycles work. Looking at current markets through that lens reveals continued risks for broad asset classes, but exceptional opportunities for active investors.
Learning Objectives By the end of the session, delegates will be able to:
- Identify the typical length of market declines following bubbles Articulate how financial markets affect real-world inflation
- Explain how bubbles affect broad assets vs valuations within asset classes
- List major areas of risk and opportunity in current markets
A once in a decade opportunity for your clients?
After years of investments trading at all time high valuations, the forecast recession looks set to flip the investment market on its head and present a golden opportunity for patient, contrarian multi asset investors. Whilst a recession can be uncomfortable for some investors, there are ways you can prepare an investment portfolio to withstand a recession. We will start by overviewing the truths about recessions, what to expect from 2023 and how to prepare an investment portfolio to withstand a recession, including which areas to avoid and where to uncover opportunities.
Learning Objectives By the end of the session, delegates will be able to:
- Learn the investment market expectations for 2023
- Explain what the implications of a recession can be on creating long term wealth for your clients
- Consider how to position a multi asset portfolio to withstand the effects of a recession.
Long-Term Multi Asset Investing - unlocking asset allocation opportunities
Given the performance of most multi-asset solutions in 2022 was mixed at best, should advisers revisit how they are managed? Is it clear how a particular multi-asset solution adds value for the adviser and the client? Is this through strategic or tactical asset allocation? Is the solution managed predominantly by looking at historical and benchmark driven precedents? Are long term asset allocation decisions taken into consideration and are these more about how the world looks today or how it looks in the future?M&G Wealth’s session will touch on these areas and highlight the different approach it takes to multi-asset investing.
Learning Objectives By the end of the session, delegates will be able to:
- Describe how M&G Treasury & Investment Office provides a different choice within multi-asset
- Be able to differentiate what factors drive long term asset allocation decisions for T&IO
- Explain the choice of multi-asset solutions available through M&G Wealth
Bristol Venue
Leigh Court
Wednesday 1st February 2023
Leigh Court Business Centre, Pill Rd, Abbots Leigh, Bristol BS8 3RA
There is free parking at Leigh Court.
HOW TO FIND US
Getting to Leigh Court Leigh Court is located on the outskirts of Bristol, just outside the village of Abbots Leigh. Getting to and from Leigh Court couldn’t be easier; it is just 15-minutes to Bristol city centre with easy access to the M4 and M5, and only a short hop across the suspension bridge to Clifton village. There is free car parking, electric vehicle charging and bike racks at Leigh Court.
Travelling By Car- We have a large car park available for visitors and two electric car charging points.
Travelling By Bike- We’re on the National Cycle Network route 41 and we have cycle parking for up to 20 bikes. We also have showers available, a cycle repair toolkit and spares, cycle covers, and maps of local cycle routes.