Our topics will be research-led and we'll be delivering investment focused insights by looking at the major trends affecting markets in 2022 and beyond.
The conference will run from midday to 5:30pm followed by drinks and canapes until 7:30pm.
Networking opportunities during lunch, afternoon tea and post-conference drinks/canapes.
Our guest speaker, Caspar Berry, a veteran of over 2,000 speeches in 30 countries will join us before networking drinks, using his unique experience to deliver challenging messages about risk-taking and decision-making to maximise returns in an increasingly uncertain world.
12:00 - Registration & light lunch
12:45 - Welcome address by Ken Rayner, CEO of RSMR
12:55 - What’s going on? – 3 x 15 min presentations
abrdn | Ed Glossop, Emerging Markets Economist
Royal London Asset Management | Peter Rutter, Head of Equities and Head of the Global Equity Team
Columbia Threadneedle | Richard Colwell, Head of UK Equities
13:40 - Panel session 1 - Where does the inflationary environment leave fixed income?
Will the Fed engineer a soft landing?
Where is the value in fixed income in 2022?
Which fixed income investments will not lose money in real or absolute terms?
M&G Investments | Eva Sun-Wai, Fund Manager of the M&G Global Government Bond Fund
Invesco | Stuart Edwards, Fund Manager Fixed Interest team
Artemis | Stephen Snowden, Head of Fixed Income
Aegon Asset Management | Adrian Hull, Head of Fixed Income
14:15 - Panel session 2 – Stick or twist time for equities?
Are active funds favoured over passives net of charges?
Does the US still offer attractive risk/return characteristics versus other regions?
How do you find stocks that will weather a rising price environment?
Baillie Gifford | Sacha Meyers, Investment Manager in the North American Equities Team
J O Hambro Capital Management Limited | Rachel Reutter, co-manages the JOHCM UK Opportunities Strategy
Schroders | Martin Skanberg, Fund Manager (European Fund)
Goldman Sachs | Mithran Sudhir, Portfolio manager on the Fundamental Equity team
14:50 - Break
15:15 - Where are we heading? – 3 x 15 min presentations
Jupiter | Ned Naylor-Leyland, Head of Strategy, Gold & Silver
T. Rowe Price | Ritu Vohora, Investment specialist
Ninety One | Simon Brazier, manager of the Ninety One UK Alpha Fund
16:00 - Panel session 3 – TINA 'There Is No Alternative' to equities – is that true?
Can alternatives offer inflation proofing?
Should we rely on alternatives’ uncorrelated performance and is it worth paying for?
How important is income as a driver of returns in these markets?
BNY Mellon | Andy Warwick, Fund Manager Newton Real Return
BMO Global Asset Management | Guy Glover, Fund Manager for the BMO UK Property Fund
JPMorgan | Christopher Korpan, Portfolio Manager
Franklin Templeton | Ajay Dayal, Client Portfolio Manager at ClearBridge Investments
16:35 - Panel session 4 – What are the major challenges for portfolio builders in this environment?
Are traditional equity-bond-cash portfolios now irrelevant?
Is it time to be more defensive? – And if so, how?
How important is style bias?
How different is a pre-pandemic portfolio to a post pandemic one?
LGIM | Andrzej Pioch, Fund Manager in the Multi-Asset Funds team
Aviva Investors | Sunil Krishnan, Head of Multi-Asset Funds
Janus Henderson | Dean Cheeseman, Portfolio Manager on the UK-based Multi-Asset Team
Fidelity | Becky Qin, Senior Analyst
17:10 - Guest speaker, Casper Berry
17:30 - Networking drinks
19:30 - Close
Our speakers will cover every major asset class and region, giving you a comprehensive overview of the latest news in the world's major markets.
What delegates thought about our Harrogate conference 2019
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