9:15 a.m.–9:30 a.m. (GMT)
Kunal Kapoor, Morningstar
9:35 a.m.–10:10 a.m. (GMT)
Bonds; The Point of Realisation
A sensible income approach married with a flexible mandate is key to navigating the political and economic uncertainty of markets. Never more so than now, fixed income will continue to play a key role for investors going forward as a resilient cornerstone and a source of income. Jenna Barnard discusses her team's approach and views on the challenges of fixed income investing.
Jenna Barnard, Janus Henderson
10:15 a.m.–10:50 a.m. (GMT)
The dynamism of UK Smaller Companies & AIM
We believe that UK Smaller Companies represent an outstanding asset class for long term investors. The UK has a long history of invention, innovation & entrepreneurialism coupled with appropriate regulation and management skill which provides the right ingredients for the creation of well-managed, well financed exciting growth companies. We will cover the latest developments in AIM & Smaller Companies, the business environment and confidence post the general election and how companies are positioning for a post-Brexit world. UK Smaller companies should rise to the challenge.
Dr. Paul Jourdan, Amati Global Investors
10:50 a.m.–11:05 a.m. (GMT)
11:05 a.m.–11:40 a.m. (GMT)
Meet the 6 Sustainable Savers Tribes
Holly will share the findings from qualitative and quantitative research with UK savers, investors and advisers. What do consumers want, what are their concerns and what trade-offs will they accept? How has Covid-19 changed things? And how has adviser sentiment shifted over the last 12 months? Holly will identify the 6 main types of investor when it comes to attitudes to ESG and sustainable saving—and help you identify key drivers, interest and even funds which map to these different cohorts’ priorities.
Holly Mackay, Boring Money
11:45 a.m.–12:20 p.m. (GMT)
The Speed of Change
This session harnesses the latest trends and developments, bringing you bite-sized insights across a number of areas. Encompassing Morningstar’s own research, the evolution of data when analysing funds and an adviser’s working practices today, there will be plenty of key takeaways.
Karen Andersen, Morningstar / Samuel Meakin, Morningstar / Bhavik Parekh, Morningstar / Robert Starkey, Morningstar / Helena Wardle, Smith & Wardle / Rajesh Yadav, Morningstar
12:25 p.m.–13:05 p.m. (GMT)
Change is Coming: is Your Practice Ready?
The landscape for financial advisers/planners is changing more rapidly than at any point in history. Fundamental shifts in regulations, technology, demography, and the zeitgeist mean that advisers will need to evolve both the service they deliver and how they deliver it. Client demand for convenience, transparency, and objectivity is rapidly escalating. Fintech is continuing to replace some of the services performed by advisers. Andregulatory demands are rising while adviser margins are compressing. This sea change could represent the end of your practice or a new beginning. While change can be hard, it also presents opportunities for those who are able to capitalise on it. In this session, we’ll discuss how advisers can evolve their practice by adopting new attitudes, behaviours,services, and technologies to thrive in a new world order.
David O'Leary, Kind Wealth