As markets adapt to shifting monetary policies, inflationary pressures and evolving investor sentiment, diversification and adaptability have never been more important.
PA Live Dublin will bring together leading fund managers and fund selectors for a morning of insight, debate and practical discussion across a broad range of asset classes.
Delegates will hear directly from experts on where opportunities and risks lie as we move into a new market cycle.
Why Attend:
- Hear from top fund managers across multiple asset classes
- Join panel discussions exploring the most relevant investment themes
- Engage directly with peers and presenters in an interactive setting
- Earn accredited LIA and IOB CPD points
Keynote
| | Mike BellHead of Market Strategy, RBC BlueBay Asset Management Mike is Head of Market Strategy at RBC BlueBay where he provides economic and market analysis to clients across all investment asset classes. Prior to this he was an independent Macro Investment Strategist. He was previously Global Market Strategist at J.P. Morgan Asset Management, where he also led an international team of investment specialists. In his role as Global Market Strategist, he spent most of the last decade providing global economic and market analysis to clients and the media. He started his career, as a member of the Economics and Asset Allocation team at C. Hoare and Co Private Bank, managing multi-asset portfolios. He has also worked on enhancing the macroeconomic process at People's Partnership, one of the UK's largest defined contribution pension schemes. Mike holds a degree in Social and Political Sciences from Queens’ College, Cambridge. |
Panel discussion
The hunt for returns in an uncertain world
The panel will look at the challenges facing investors today and beyond, focusing on a select number of areas:
* How to invest in the throes of the war
* The impact this is having on oil and gas, with the demand for these leading to a greater demand for renewable energy.
* On the flip side, has the conflict laid bare that we need oil and gas more than we understood before, and is the market opening up for more transitional stocks?
* Looking beyond this is the case for energy infrastructure. With stock prices of AI companies so inflated, is it time to be looking at the picks and shovels and the energy names supporting these AI names?
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