AGENDA - ENTERPRISE SUITE
Morning session
Welcome and introduction - 10:00 – 10:10
10:15 – 10:45 | US equities, big & beautiful?
Jack Caffrey of JPMorgan American explains why he thinks the US is still an essential allocation for investors' portfolios.
10:50 – 11:20 | Small can be beautiful again
Abby Glennie of abrdn UK Smaller Companies Growth gives her view on why UK smaller caps can rebound despite recent headwinds.
11:25 – 12:05 | Trumponomics
Panel session
This expert panel reflects on the Trump presidency to date and whether his policies are helping or hindering the prospects for US and global equities.
Panellists:
Julian Bishop, Brunner Investment Trust
Jack Caffrey, JPMorgan American Trust
James Harries, STS Global Income & Growth Trust
12:10 – 12:45 | Keynote: Maintaining concentration
Nick Train's Finsbury Growth & Income Trust with only 19 holdings is the epitome of a high conviction portfolio. In his keynote speech, Nick explains what makes these companies so appealing and why he believes they won't be knocked off course by global turmoil.
Afternoon session
13:50 – 14:20 | China: too big to ignore?
Linda Lin of Baillie Gifford China Growth explains why Chinese companies still present exceptional long-term opportunities.
14:25 – 14:55 | The tailwinds behind renewable energy
Matt Ridley of Greencoat UK Wind addresses the outlook for renewables given Labour's 'clean energy superpower' ambitions.
15:00 – 15:40 | On the home front - UK equities
Panel session
UK equities remain undervalued by historical standards. This panel discussion is designed to help understand where the best opportunities sit in the current market, and what it will take for UK equities to rebound.
Panellists:
Roland Arnold, BlackRock Smaller Companies
Abby Glennie, abrdn UK Smaller Companies Growth
Richard Staveley, Rockwood Strategic
15:45 – 16:20 | How to keep your (investing) head while all about you are losing theirs
Speaker: Baroness Morrissey
Helena Morrissey will share lessons learned from her experiences of managing money through turbulent times and her thoughts on the key upcoming signals for UK personal investors to watch to help navigate today’s chaotic world. She will discuss the domestic situation ahead of the much-anticipated Budget along with global challenges and opportunities.
