In partnership with

Weston Turville Golf Club

Aylesbury

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

Speaker

Rob Perrone, Investment Counsellor, Orbis

Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.

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.

Peter Toogood, Chief Investment Officer, The Adviser Centre

Peter began his career in 1989 and joined Forsyth Partners in 1994. He was appointed Chief Investment Officer in 2000 and was responsible for the management of traditional and alternative multi-asset funds and was also co-founder of the Forsyth-OBSR Ratings Service, established in 2002. He joined OBSR (later acquired by Morningstar) in 2008 and led the fund advisory business. He founded The Adviser Centre with Gill Hutchison in 2014 and the business has been part of the Embark Group since 2016. He is a regular contributor to CNBC and Bloomberg TV.