The Ageas Bowl, Southampton
Wednesday 13th March
12:00 - 12:30 Registration and Networking
12:30 - 13:20 Starter, Main Course and Baillie Gifford's Presentation
13:30 - 14:20 Dessert, Coffee and First State's Presentation
14:20 - 14:30 Editor's wrap up and close
Fund: Baillie Gifford Multi-Asset Income Fund
Thought-provoking research into ageing has led some scientists to predict babies born today may live to 150 years old. While this requires revolutionary thinking, advances in healthcare and genetics raise the possibility we all may live longer than expected. Today's investment challenge for pensions and investment savings is to provide dependable income over increasingly longer timeframes. At the heart of this challenge is a need to carefully balance the trade-off between income and capital preservation. This presentation introduces an approach to multi-asset investing that focuses on long-term sustainable income to meet the evolving needs of individuals in, or approaching, retirement.
First State Investments
Andrew Harman, Portfolio Manager
Fund: Diversified Growth
Fixed allocations to equity and bonds leave investors at the mercy of global markets dynamics where the role of luck tends to be underestimated; especially in the short term. In a continually changing political and economic environment where the amount of global debt is at an all-time high, what happens if interest rates and borrowing costs increase? If equities catch a cold, are sovereign bonds going to provide the cough medicine?