AGENDA - VENTURE SUITE
Morning session
10:15 – 10:45 | Networked in
Andrew Ewe of Cordiant Digital Infrastructure discusses why communications towers, fibre-optic networks and data centres make compelling investments.
10:50 – 11:20 | Is India turning a corner?
James Thom of Aberdeen New India Investment Trust explains why India may be due a rebound after a challenging 2026.
11:25 – 12:05 | Sizing up the continent
Panel session
Continental Europe faces many of the same economic issues as the UK, including higher inflation and sluggish growth. Yet European investment trusts have outperformed those focused on the UK since Brexit. Our panel discusses why European companies have delivered attractive returns against a challenging economic backdrop.
Panellists:
Adnan El-Araby, Barings Emerging EMEA Opportunities
Tim Lewis, JPMorgan European Growth & Income Trust
Benjamin Moore, BlackRock Greater Europe
Afternoon session
13:50 – 14:20 | Digging for returns
Olivia Markham of BlackRock World Mining delves into the outlook for commodities after a rollercoaster year.
14:25 – 14:55 | Does high yield equal high risk?
Rhys Davies of Invesco Bond Income Plus discusses the trust’s approach to delivering a higher income without too many thrills and spills.
15:00 – 15:40 | Room to grow: the case for small & mid caps
Panel session
While the FTSE 100 has hit record highs this year, the FTSE 250 and small cap indices have languished. This panel talks about why their trusts can capitalise on the gems in the small and mid cap market.
Panellists:
Mark Niznik, Artemis UK Future Leaders
Ken Wotton, Strategic Equity Capital
Aurora UK Alpha
