Morning session

Welcome and introduction - 10:00 – 10:10


10:15 – 10:40 | A shelter from the storm

Charlotte Yonge of Personal Assets Trust reveals how the 40-year-old investment company is protecting investors’ capital in volatile markets.


fixed income - Showcase 23

10:45 – 11:25 | Fixed income in a world of inflation

Panel session

Rising interest rates and high inflation present both headaches and opportunities for fixed income investors. Our panel explains how they are adapting their portfolios to the new environment of tighter monetary policy, and debates where inflation and interest rates are heading.

Rhys Davies, Invesco Bond Income Plus
Phil Kent, GCP Infrastructure Investments 
Aza Teeuwen, TwentyFour Income Fund
Moderator: Richard Stone, AIC 

income - Showcase 23

11:30 – 12:10 | The big income panel

Panel session

Steady income remains a key advantage of investment companies, which can use their revenue reserves to smooth dividends over time. Our panel of income managers reveals where they see the juiciest opportunities and how they plan to keep those payouts coming.

Simon Gergel, Merchants Trust
Rebecca Maclean, Dunedin Income Growth 
James de Uphaugh, Edinburgh Investment Trust 

Moderator: Kyle Caldwell, interactive investor 


12:15 – 12:45 | Keynote Speech: Invest in progress

Lawrence Burns of Scottish Mortgage Investment Trust explains why he believes the future is bright for the companies in his portfolio. 



Afternoon session

jean roche 3

13:30 – 13:55 | Stuck in the middle with you

Jean Roche of Schroder UK Mid Cap Fund discusses why the FTSE 250 makes a happy hunting ground for UK equity investors


Europe - Showcase 23

14:00 – 14:40 | The investment case for Europe

Panel session

Europe offers world-class companies and a stable regulatory environment – but rising energy prices and unemployment are creating headwinds. Our European equity managers discuss where in the continent they’re seeing opportunities.

Francesco Conte, JPMorgan European Discovery 
Tom O'Hara, Henderson European Focus Trust 

Moderator: Kyle Caldwell, interactive investor


SMaller co - Showcase 23

14:45 – 15:25 | How small should you go?

Panel session

This panel brings together managers of investment companies in the UK Smaller Companies sector to debate whether the best opportunities lie in mid-caps, small-caps or the tiniest quoted companies on the Alternative Investment Market (AIM).   

Roland Arnold, BlackRock Smaller Companies 
Jean Roche, Schroder UK Mid Cap Fund
Gervais Williams, Miton UK MicroCap Trust & Diverse Income Trust

Moderator: Annabel Brodie-Smith, AIC 

Nick R

15:30 – 16:00 | Keynote speaker: Nick Robinson

Speaker: Nick Robinson, Presenter, The Today Programme