Agenda
| 11:15am | Registration & Coffee |
| 11:45am | Welcome from Ken Rayner, CEO |
| 12:00pm | 1 x 25 mins & 2 x 15 mins presentations:
|
| 12:55pm | Panel debate 1: Equity Panel - Will US Large Cap continue to dominate?
|
| 1:25pm | Lunch |
| 2:25pm | 2 x 15 mins presentations & 1 x 15 mins Q&A
|
| 3:10pm | Panel debate 2: Income - Income in an uncertain world.
|
| 3:40pm | Break |
| 4:05pm | 3 x 15 mins presentations:
|
| 4:50pm | Panel debate 3: Multi Asset - Will history repeat itself, what will be different, or the same, in 2025?
|
| 5:20pm | Closing comments from Ken Rayner, CEO |
| 5:30pm - 6:45pm |
Networking drinks |
Welcome to the 7th RSMR
London Conference 2025
On behalf of the RSMR team I would very much like to welcome you to our 7th annual London Investment Conference.
This year we have chosen to concentrate on the issues that affect financial planners looking to invest in a more volatile environment, including a focus on multi-asset and income investing. 2024 saw sentiment fluctuate as normal, but was generally a calmer year for investors, as risk assets moved steadily upwards on the coat tails of a narrow range of stocks that dominated regional stock markets. Geopolitical events came to the fore with a higher-than-average number of elections in western democracies, resulting in significant change, as ruling parties fell out of favour with the electorate. Inflation and central bank actions certainly drove a lot of the markets’ movements and subsequently investor behaviour during the year.
2025 has started positively but will risk assets continue to dominate and will the US keep marching ahead of the rest of the world? I hope that you'll enjoy and benefit from the discussion and debate of these issues and many more in the presentations and panel debates today.
We have been supporting and helping advisers in the provision of advice to their clients through reliable investment research and analysis for over 20 years and we know that advisers derive a great amount of value from the discussions, debates and networking opportunities provided by this event. Thank you for joining us today and for your support over recent years, we look forward to working with you for many more to come.
Very best wishes,
Ken Rayner
CEO
Moderator
All sessions will be moderated by
Dominic O'Connell
Our moderator for the day is Dominic O'Connell. Dominic is the business presenter of the Radio 4 Today Programme. He was formerly Business Editor of The Sunday Times, since 2010, and joined the paper in 2001. Before that, he was part of the launch team of Sunday Business. Under his editorship, the paper broke a series of big business stories including the news of BHS's pending administration, and previously the Pfizer bid for Astra Zeneca, the largest ever attempted takeover of a British company. As well as his role on the Today Programme, Dominic also appears regularly on Business Live on BBC World News and the News Channel, on World Service Radio business output, and contributes to the online business pages.
Speakers
Akanksha Ganju
Client Portfolio Manager, Goldman Sachs Asset Management
Alessandro Dicorrado
Portfolio Manager, Ninety One
Angus Sandison
Investment Analyst, FSSA Investment Managers
Bhavin Shah
Portfolio manager, Newton Investment Management
Jacob de Tusch-Lec
Fund Manager, Artemis
James Goldstone
Fund Manager, Invesco
Jason Pidcock
Fund Manager, Jupiter
Justin Jones
abrdn
Karen Ward
Managing Director, J.P. Morgan Asset Management
Keith Balmer
Portfolio Manager, Columbia Threadneedle Investments
Kotaro Miyata
Investment Director, M&G Investments
Matthew Rees
Head of Global Bond Strategies, LGIM
Michael Browne
Chief Investment Officer, Martin Currie, a Franklin Templeton Company
Mike Fox
Head of Sustainable Investments and Fund Manager, Royal London Asset Management
Nicolas Trindade
Senior Portfolio Manager, AXA Investment Managers
Peter Fitzgerald
Chief Investment Officer, Macro Discretionary, Aviva Investors
Robert Secker
Portfolio Specialist, T. Rowe Price
Rosanna Burcheri
Portfolio Manager, Fidelity
Steven Hay
Head of Income Research, Baillie Gifford
Suney Hindocha
Associate Portfolio Manager, Janus Henderson Investors
Thomas Hanson
Head of Europe High Yield, Aegon Asset Management
RSMR Events
Have you visited the new RSMR events hub?
We've given the RSMR events hub a makeover to create the ultimate destination for advisers. Plan your year with RSMR, fill your knowledge gaps, stay ahead of the curve with emerging trends, and gain valuable CPD points.
The RSMR Passive Plus MPS range just scored five Defaqto Diamonds
— a true mark of strength, clarity, and top-tier quality!
Smart Investing with an Active Edge
The Passive Plus MPS range from RSMR combines the cost-efficiency of passive investing with targeted exposure to active funds - enhancing diversification and smoothing volatility.
Our proven, qualitative approach
in numbers
21
Years
of providing ratings to advice businesses
18
Years
of managing high quality advisory portfolios
250+
Years
of aggregate RSMR research team experience
600+
fund manager meetings each year
17
multi-platform RSMR managed portfolios
90+
RSMR rated funds used in RSMR portfolios
Menus
13:25 Lunch Options
London Pride battered haddock with duck fat chips, pickled onion ketchup and minted crushed peas
Aged beef slider, peppercorn sauce, gruyère cheese, sesame bun
Beetroot and cave-aged stilton arancini shaved pickled walnuts (v)
Carrot, coriander and spring onion bhaji, onion seed mango chutney (ve)
Selection of sandwiches
Dessert
Roasted peach cheesecake with vanilla bean
15:45 Break
Tea, coffee and cake
