Breakfast Briefing Series

Fergus McCarthy will host a discussion with Paul Diggle who will give his macro overview on topics such as interest rates, US economy and the AI Boom. Adam Skerry will then give his inflationary perspective and dive into some of our products that could help cushion your clients portfolio in the year ahead.

With the Magnificent 7 dominating equity markets last year, investors are now exploring alternative sources of growth, not least within Smaller Companies.

Despite being perceived as higher risk, history shows that Smaller Companies can deliver compelling risk-adjusted returns over time. Additionally, an active investment approach that focuses on high-quality companies exposed to structural growth trends can also help investors mitigate market volatility and uncertainty. Considering these points in current market conditions, this is why we believe now is the time to bring Smaller Companies into focus.

Brett Diment, Siddharth Dahiya and Kieran Curtis will join a panel discussion talking about how you could help your clients unlock opportunities in Emerging Market Debt.

Many investors today will have an allocation to cash for yield, risk reduction and liquidity purposes. But what happens as the interest rate cutting cycle begins and cash yields fall?

Join Mark Munro and Paul Mehta who will discuss the benefits of two Global Fixed Income Funds and why they may be considered as outcome-based solutions that could help deliver an attractive yield and income whilst mitigating volatility.