For those investors looking to maximize the chances of achieving inflation-beating returns in the future, we strongly believe it is time to consider an alternative approach to multi-asset investing. Against a backdrop of some of the most expensive valuations in history for equities and bonds, future returns from passive orientated multi-asset solutions (and others that rely heavily on traditional portfolio building blocks) are likely to be impaired. In this Masterclass, we’ll explain why Hawksmoor’s nimble size, investment trust expertise and willingness to embrace more esoteric assets results in truly multi-asset portfolios that can go beyond mainstream equity and bond markets in identifying value.

This presentation will explain how a multi-asset income strategy can offer resilient income in real terms, even through a pandemic. The risk of high inflation has increased and Steven Hay will discuss which asset classes offer the best prospects for generating income and protecting against inflation. Security selection is the key to generating resilient income, and Steven will also provide insight as to what a great income investment looks like in different asset classes – not just for the next year or two, but over the long term.