Markets have stabilised this year after one of the worst years for both stocks and bonds on record. But the outlook is hardly encouraging. Most developed economies, notably the UK, are growing at a glacial pace, if at all. Inflation is uncomfortably high, with core inflation (excluding volatile food and energy prices) in Britain reaching a 31-year high in April. So it looks as though we are facing an era of stagflation. To make matters worse, globalisation has gone into reverse, the Ukraine war shows no sign of ending, and there are fears that China could invade Taiwan.
All this means it has rarely been more difficult to preserve and build wealth. This conference has therefore gathered some of the finest minds in finance to help you shield and build your portfolio. MoneyWeek’s editor Andrew van Sickle will make an introductory speech gauging the outlook and introducing the agenda, which will kick off with a speech on the geopolitical backdrop and its implications for investors’ portfolios.
There will then be a panel discussion on dealing with stagflation. Laura Foll of Janus Henderson, Peter Spilling of the Capital Gearing investment trust and Troy Asset Management’s Sebastian Lyon will discuss how to position your portfolio and seek out income, from equities and other assets, to improve your odds of making real returns.
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One recurrent worry for investors is that many economies are suffering from poor and dwindling productivity, which is undermining their long-term growth prospects. How can the trend be reversed? There are no easy answers and no silver bullets, but independent economist Julian Jessop and MoneyWeek columnist David C. Stevenson will be among the panellists elucidating the main problems and how they might be rectified.
After a coffee break, another panel will examine the energy transition and the implications for commodities markets. Commodities, as panellist Bill Dinning of Waverton Investment Management points out, look undervalued relative to stocks, which provides scope for higher prices.
There follows a speech by renowned investment strategist James Montier, whose incisive and comprehensive overviews of the financial landscape have featured regularly in MoneyWeek over the years. We expect James to give his assessment of the global backdrop and its implications for asset allocation.
His speech will be followed by a panel exploring the most promising emerging markets. Assistant editor Cris Heaton has assembled several specialists to help investors find promising prospects in exotic locations.
Emerging markets are a source of rapid economic growth, but not everybody can stomach the risk that comes with them. So where might investors find fast growth in developed markets, or on a worldwide scale? That will be the subject of the next panel. Finally, a panel on property markets, both commercial and residential, will assess where we are in the property cycle. Speakers will include former MoneyWeek editor-in-chief Merryn Somerset Webb, now a senior columnist with Bloomberg, and the magazine’s regular commentator Max King. We have invited another analyst who will also be very familiar to readers.
Watch this space for further details of the agenda and speakers as they are confirmed.
Tickets are now on sale at www.moneyweeksummit.com. MoneyWeek subscribers receive a 25% discount.
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