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Gavin Lumsden, Citywire editor in chief, will chair an expert panel discussion with Simon Elliott, head of investment trust research at Winterflood Securities; James Burns, head of multi-manager at Smith & Williamson Investment Management; and Simon Moore, senior investment manager at Seven Investment Management.
Japan’s exciting, high growth small companies
Praveen Kumar, investment manager of the top-performing Baillie Gifford Shin Nippon investment trust, will look at the long-term growth opportunities in Japanese small companies. Often run by dynamic entrepreneurs, these companies are disrupting existing industries through innovative business models. A combination of slow-moving incumbents and an improving regulatory regime have created a favourable environment for these companies.
Solving the Asian growth equation
Asia ex-Japan has delivered high GDP growth over the last 20 years, outpacing the US and other developed nations. However, the region’s stock market indices have failed to capture this growth and been volatile. Andrew Graham, portfolio manager of Martin Currie Asia Unconstrained Trust, will discuss the long-term opportunities and explain his investment strategy that aims to generate returns that match the GDP growth of the region.
UK equities: why Brexit shouldn’t deter investors
The valuation opportunity in the UK stock market today looks compelling as a result of Brexit, says Matt Bennison, assistant fund manager at Schroders. Uncertainty over the economic impact of withdrawing from the European Union, the UK’s biggest trading partner, has left London-listed multinationals trading well below their global peers, while domestic-facing companies stand at relative lows not seen since the 2008 financial crisis. With mergers and acquisitions on the increase, is it time for investors to join in and buy?