• No notifications yet.
  • Sign Out
logo image
  • logo image
Registered User? Login
Forgot Password?
Sign Up
loader image
New User? Sign Up
Forgot Password?
Login
loader image
    Striking the right balance in allocations logo

    Striking the right balance in allocations

    13 June 2024
    Smart financial planning for different types of investors
    Available to watch on-demand

    Presented By:
    Partner logo
    In Partnership With:
    Partner logo

    After a year in which investors grappled with rising interest rates, positive tailwinds such as falling inflation may now mean better times lie ahead. Mid and small caps enjoyed the first signs of recovery at the end of 2023, and the prospect of interest rate cuts also makes bonds look more attractive, meaning investors must carefully consider new opportunities for the months ahead. 

    Portfolio allocation remains a key consideration as continual shifts in the investment landscape complicate the question of how to balance equities, bonds, and alternatives. As investors of different types navigate financial plans tailored to their goals and risk tolerance, they will also be keen to ensure their allocations can offset economic instability. In short, which investments will give them the best potential for long-term growth in 2024?

    Hosted by Investors' Chronicle in partnership with Netwealth, join our panel of financial experts in this one-hour webinar as they provide insights into allocating appropriately to achieve the best results in today’s economic environment. 

    KEY DISCUSSION POINTS

    • Are current economic conditions signalling a return to pre-2020 investment conditions? What would this mean for financial plans?
    • What are key insights for investors to take into account from recent policy shifts?   
    • How can investors choose the right investments while managing risk? 
    • What is the case for alternatives in 2024? 


    • How are retail investors adapting their portfolio allocation strategies to navigate potential market volatility in 2024?

    Speakers

    speaker image
    IB
    Iain Barnes
    Chief Investment Officer
    Netwealth
    speaker image
    AB
    Annabel Brodie-Smith
    Communications Director
    The Association of Investment Companies
    speaker image
    MS
    Miranda Seath
    Director, Market Insight & Fund Sectors
    The Investment Association
    speaker image
    DB
    Dave Baxter
    Funds Editor
    Investors’ Chronicle

    This event is part of the Growth in the economic transition series

    22 February 2024

    Reshaping retirement strategies

    Episode 1

    Navigating your pension in an evolving economic and legal landscape

    VISIT WEBSITE

    26 November 2024

    Redefining investment in the digital era

    Episode 3

    How tech can help financial plans and investment strategy

    VISIT WEBSITE

    Visit the series website to get more information on all three episodes

    SERIES WEBSITE


    Investors' Chronicle (IC) is the champion of private investment in the UK. Our writers offer experienced investors the ideas and inspiration they need to keep growing their portfolio, as well as educational analysis and guidance for novice investors approaching investing for the first time. The IC's addition of investor education has helped to expand its readership to new audiences, while Alpha (its premium product offering), continues to provide more detailed and in-depth analysis to its core audience.

    One of the Investors' Chronicle’s key differentiators is that we turn our analysis into practical, actionable investment ideas - we don’t just explain what’s going on, but offer guidance on what to do as a result.

    Find out more

    CONTACT US

    Speaking Opportunities

    Henry Nichol

    Content Portfolio Manager, FT Specialist

    henry.nichol@ft.com

    General Enquiries

    George Mills

    Marketing Executive, FT Specialist

    george.mills@ft.com


    Sponsorship Opportunities

    Catherine Alderson

    Commercial Portfolio Director, FT Specialist 

    catherine.alderson@ft.com


    © Financial Times Live

    FT Live and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice

    LEGAL

    FT Live Website Terms of Use                    

    FT Live Delegate Terms and Conditions

    Slavery Statement and Policies                   

    Contact Us                                            

    Privacy Policy

    Cookie Policy

Looking for your ticket? Contact the organizer
Looking for your ticket? Contact the organizer