Goodhart Event

Agenda

15:00 – 17:00

•Welcome and opening

•Prepare for the unfamiliar – investing in the coming decades

•Global Real Return

•Global Future Leaders

Short break

•Panel Q&A

17:00-18:30

Drinks reception

Prepare for the unfamiliar: investing in the coming decades

Join members of Goodhart’s nine-strong global equities team to hear why we believe that the four powerful forces – demographics, security, the environment and technology – that shaped globalisation and fostered an extraordinarily benign environment for financial assets are now undergoing significant change, with both immediate and longer-term consequences and implications for society and businesses. We expect the impact of these changes to be greater, and to be felt more keenly, than many asset owners currently recognise. Our highly focused and flexible approach to investment is designed to address the opportunities and challenges this new environment will present, and is fundamentally different from the broad and inflexible approaches that may have been effective in the past.

Global Real Return - Alan Bartlett, Board Member & Global Equities Specialist and James Sym, Partner & European Equities Specialist

Navigating an uncertain and changeable market environment through a flexible and focused global equity strategy that takes responsibility for both returns and risk.

Global Future Leaders - Russell Champion, Partner & Global Growth Equities Specialist

Investing in companies with transformative growth potential, in a potentially low-growth environment.

Click here for speaker biographies