Investing Through Uncertainty: Why Active Asset Allocation Matters

In a world shaped by inflation shocks, geopolitical fragmentation, market concentration and shifting policy regimes, investors face a more complex investment landscape than at any point in recent decades. This session explores how active multi-asset investing can help investors navigate uncertainty, manage downside risk and uncover opportunities across asset classes. Using real market examples and portfolio insights, we examine why diversification alone may no longer be enough — and why active decision-making matters more than ever.

Learning Objectives:

• Understand the nature of modern market uncertainty
• Assess the implications for portfolio construction
• Understand how multi-asset strategies build resilient portfolios

Speakers:

Tim Carr, Investment Director, Schroders

Tim joined Schroders in 2008 and is an Investment Director in the Multi Asset team. Responsible for the delivery of all aspects of our investment proposition, he leads a team of product specialists responsible for multi asset portfolios. Tim was previously an Investment Analyst and Fund Manager. Prior to joining Schroders, he was an officer in the Royal Air Force. Tim is a CFA Charterholder, a CAIA Charterholder and holds a BSc Banking and Finance from the London School of Economics.

Ella Davies, Multi-Asset Fund Manager, Schroders

Ella joined Schroders in 2020 and is a Multi-Asset Fund Manager based in London. She works alongside Philip Chandler co-managing assets for UK wealth management clients and the management of the Schroder Global Multi-Asset Portfolios. Ella is also a member of the Equity and Foreign Exchange Research Groups within Multi-Asset Investments at Schroders. She holds a degree in Mathematics and Philosophy from King’s College London and is a CFA Charterholder.

Isabel Baxter, News Editor, Professional Adviser

Isabel Baxter is news editor at Professional Adviser, leading coverage of the UK financial advice, wealth management and retirement planning sectors. She is responsible for breaking news, industry analysis, features and interviews with leading figures across the adviser market. Isabel joined Incisive Media in 2023 as a senior reporter, progressing to chief reporter before becoming news editor. Prior to Professional Adviser, she was a junior reporter at PAM Insight, covering the wealth management and private client sectors. A graduate of the University of Leicester, Isabel has reported extensively on adviser succession, M&A activity, regulation, retirement planning, sustainable investing and other key developments shaping the advice profession. She has built a strong network of industry contacts and is recognised for her insightful coverage of trends affecting advisers and wealth managers. Since joining Professional Adviser, Isabel has become a trusted voice on issues including industry consolidation, retirement planning and the future talent pipeline within financial advice. She regularly conducts interviews with senior industry figures and contributes in-depth features and commentary.