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Fixed Income Compass I Navigating Uncertain Markets

February 27, 2026

We live in uncertain times : Geopolitical tensions and conflict, sticky inflation, and questions over Fed independence have left markets on edge and investors quizzing positioning for a new world order. Typically, Fixed income provides a risk-off portfolio ballast and a reliable income stream, but with such uncertainty in the world’s reserve currency and its ripple impact,  how do investors position fixed income portfolios to navigate uncertainty and seize opportunities? We welcomed multi-asset fixed income…
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A New Dawn for UK Equities?

February 23, 2026
Sponsors Fidelity Ninety One
With panellists TrinityBridge Quilter Investors
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Say it quietly… after years in the doldrums, could the UK stock market finally be back in the game? 2025 saw a major resurgence, with returns well over 20%, comfortably ahead of the US market poster child.  The momentum continued into 2026, with the FTSE 100 powering past the psychological 10,00…

Global Equities I Positioning for an Uncertain World

February 6, 2026
Sponsors Cannacord Wealth
With panellists Harris I Oakmark WCM Investment Management Loomis Sayles
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The global economy is operating in an increasingly uncertain environment.   Major geopolitical events roll in weekly, Fed independence may be under threat and the billions being pumped into the AI build-out bring much debate on implications for the job market and trade. Despite this, equity mark…

Rethinking Credit Investment in the Endgame Era

June 23, 2025
Sponsors Barnett Waddingham Isio
With panellists Loomis Sayles
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Bond markets have been on a rollercoaster in 2025. Yields have yo-yo’d, and credit spreads have blown out and snapped back as tariff tensions and geopolitical shifts fuel uncertainty. Against this backdrop, key questions loom: What lies ahead for inflation, rates and consumer sentiment?  Where ar…

US Equities I Investing in Times of Change : 6 Month of Trump 2.0

June 20, 2025
Sponsors WTW Quilter Cheviot
With panellists Loomis Sayles Mirova Harris Oakmark
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In January 2025, Donald J. Trump was re-inaugurated as the 47th President of the United States. That same week, the Virtual Panel hosted a timely event to discuss the potential implications for US equities — a market that, at the time, represented over 60% of global market capitalisation and rema…

Investing in Intelligence : Riding the AI & Big Data Wave

December 11, 2023
Sponsors Edmond de Rothschild Thematics Asset Management
With panellists SG Kleinwort Benson BNP Paribas Bordier & Cie
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AI :  No day goes by without a reflection on its potential, its risks and its ethical and societal impact. Well, there is the investment impact too.  And a HUGE amount to think about. This was a fascinating event.  It is clear, there is much more to talk about than the stratospheric growth in rev…

The Nature Climate Nexus

November 3, 2023
Sponsors Federated Hermes American Century Investments
With panellists Mercer Environment Agency Pension Fund Isio
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The alarming damage to ecosystems and biodiversity and climate change are interconnected crises, creating a systemic threat with far-reaching consequences. A vicious cycle ensues as degrading natural habitats diminish CO2 sequestration, while climate change reciprocally worsens the loss of these …
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