AGENDA - ENTERPRISE SUITE
Morning session
Welcome and introduction - 10:00 – 10:10
10:15 – 10:45 | Global reach
Monks Investment Trust will look at the exciting opportunities in global stock markets.
10:50 – 11:20 | Punching above their weight: opportunities in UK smaller companies
Guy Anderson of Mercantile Investment Trust explains where he’s looking for value among UK small and mid caps.
11:25 – 12:05 | The resurgence of emerging markets
Panel session
Emerging markets have soared this year largely due to demand for AI hardware and rotation away from more highly-valued markets. Our experts decipher what’s next for the sector.
Panellists:
Jacqueline Broers, Utilico Emerging Markets Trust
Rebecca McVittie, Fidelity Emerging Markets
James Thom, Aberdeen New India Investment Trust
12:10 – 12:45 | Keynote: Sweet sixty
If City of London Investment Trust increases its annual dividends this year, it will have done so for a record-breaking sixty years in a row. Job Curtis, manager of City of London since 1991, explains the trust’s recipe for success and how he plans to keep those dividend increases coming.
Speaker: Job Curtis, City of London Investment Trust
Afternoon session
13:50 – 14:20 | Japan's next chapter
Masaki Taketsume of Schroder Japan Trust reflects on the remarkable turnaround in the Japanese market, and whether there is more to come.
14:25 – 14:55 | To the moon and back
Mark Boggett of Seraphim Space talks about the investment trust’s remarkable voyage since its launch five years ago, and what lies ahead for its trailblazing portfolio companies.
15:00 – 15:40 | The hunt for yield
Panel session
Is it possible to secure a substantial income that also grows sustainably over time? Our expert panellists discuss how their trusts aim to deliver dependable dividends.
Panellists:
Anthony Lynch, JPMorgan Claverhouse Investment Trust
David Smith, Henderson High Income Trust
Dominic Younger, CT UK Capital & Income Investment Trust
15:45 – 16:20 | Keynote:
Speaker: TBC
