Working Lunch Orbis Investments 21st February 2024
In partnership with
The Corinthian Club
Sunrise on Venus
On Venus, each day stretches for nearly four months. With days so long, it’s easy to imagine growing used to day or night, rather than thinking of the next sunset. We’ve been through something similar in the investing world. A decade of low interest rates has left investors concentrated in expensive parts of markets. With valuations where they are, that makes the coming sunset risky. The force turning Venus is higher inflation, which changes everything in markets. Investors can prepare for sunrise by getting actually diversified, across economic exposures and styles within equities. Fortunately, many diversifying assets also trade at attractive valuations.
By the end of this session, delegates will be able to:
- Explain the long-term forces contributing to higher inflation
- Understand how inflation affects multi-asset portfolios and inflation-resilient assets
- Articulate the concentrations that have emerged in stockmarkets
Nicola Dormehl, Investment Counsellor, Orbis
Nicola joined Orbis in 2015, having spent three years as a business analyst at Orbis’ sister company, Allan Gray Proprietary Limited. She is a member of Orbis’ team of investment counsellors and a specialist on the Orbis Global Balanced and Global Cautious strategies. She has a Bachelor of Commerce in Economics (Cum Laude) and a Bachelor of Commerce (Honours) in Financial Economics and Investment Management (Cum Laude) from University of the Free State.
Don’t put all your eggs in one basket
These are volatile, uncertain times following a period of trending markets since 2008. We’ll discuss how TAC appraises funds and features Advisers can look for. Then we’ll move to different investing styles, a current market view and share some ideas on how Advisers can communicate with, and influence client outcomes.
IanFurtado, Consultant, The Adviser Centre
Ian has worked closely with The Adviser Centre team since 2018. He began his investment career at Barings and subsequently spent over 25 years working in the asset management industry in senior sales and marketing roles. Ian has also been involved in the management of institutional portfolios and is qualified to manage and advise on private client portfolios. He holds the Investment Management Certificate, is qualified through the CII as a Financial Adviser and presently operates as a management consultant to advisory firms in the UK.
Venue: The Corinthian Club, Glasgow
Date: 21st February 2024
Time: 12:30pm - 2:30pm