Main Platform Speaker

Andrew Parry

Head of Investments

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Does ESG make economic sense?

Changing customer preferences and expanding regulatory imperatives in the UK and Europe have put ESG at the centre of most asset managers' business strategy. With ESG now ubiquitous, are we in danger of forgetting the economics of ESG in the rush for greater disclosure and enhanced marketing? Listen to Andrew Parry discuss the role of ESG in investing and practical ways to integrate sustainability considerations into portfolio decision making.

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Boardroom Speaker

Ben Leyland

Senior Fund Manager

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Positioning for the Coming Capital Cycle

The world has changed. Few saw it coming, but we all know it's here. Geopolitical standoffs. Inflation. A positive cost of capital. A step up in equity market volatility. We have entered a new and different capital cycle and that is going to impact radically on the type of companies that will outperform over the next 5-10 years. This year's late winter rally is good news for investors, but it is unlikely to set the pattern for the future. Some will sustain their upward path based on strong fundamentals, but others will fall by the wayside. We see the coming cycle as favouring the physical, in a shift from the virtual and back to the analogue, with a rise in manufacturing, mining, commodities, companies benefiting from deglobalisation, from the increasing regulation of the energy sector.

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Sales Managers

Richard Turner

Sales Director

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David Firth

Sales Manager

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