arrow-circle-full-right arrow-circle-full-up arrow-circle-up arrow-down arrow-right calendar calendar-done facebook flickr home linkedin login pin reload search share signin star twitter video video youtube nav star-plus info signout double-arrow arrow-up checked
Finance, Investment and Asset Management

Investors Chronicle Private Investor Seminar

The Growth Gambit

London |
Speakers include:
Emily  Fletcher

Emily Fletcher

BlackRock Frontiers Investment Trust plc

James  Norrington

James Norrington

Investors Chronicle

Lee Wild

Lee Wild

interactive investor

Overview

Rewriting the rules after growth’s golden decade

Prior to the credit crunch, there was a general consensus that over the long-term value trumped growth as an investment style. However, for more than a decade growth investors have enjoyed vastly superior returns to value investors. From the rise of big tech and opportunities in frontier market investments to unprecedented monetary conditions, what are the forces that have shaped growth’s golden decade and will the winning streak continue? Has the time come to rewrite the rules? 

fallback
fallback Add to my Calendar 09/10/2019 16:00:0009/10/2019 19:25:00falseInvestors Chronicle Private Investor SeminarRewriting the rules after growth’s golden decadePrior to the credit crunch, there was a general consensus that over the long-term value trumped growth as an investment style. However, for more than a decade growth investors have enjoyed vastly superior returns to value investors. From the rise of big tech and opportunities in frontier market investments to unprecedented monetary conditions, what are the forces that have shaped growth’s golden decade and will the winning streak continue? Has the time come to rewrite the rules? Investors-Chronicle-Private-Investor-Seminar37fd4a8375c39b5473c98be44f591be9MM/DD/YYYY

SPEAKERS (4)

Emily  Fletcher

Emily Fletcher

Co-Manager
BlackRock Frontiers Investment Trust plc

Emily Fletcher is co-manager of the BlackRock Frontiers Investment Trust plc, and is a member of BlackRock's Emerging Markets Specialist Team, within the Fundamental Equity division of the Alpha Strategies Group, specialising in African and Frontier markets. Emily has degrees in experimental and theoretical physics.  

James  Norrington

James Norrington

Specialist Writer
Investors Chronicle

James Norrington has been a full time member of the Investors Chronicle writing staff since September 2015, covering several topics including asset allocation and portfolio management. He has passed the Chartered Institute of Securities and Investment's Chartered Wealth Manager exams. 

Lee Wild

Lee Wild

Head of Equity Strategy
interactive investor

Lee started his career in the City nearly 30 years ago as an options pit trader on the International Petroleum Exchange. After time spent as an investment manager at HSBC and financial writer, he has been head of equity strategy at interactive investor since 2014. Lee is regularly quoted in the financial press and runs ii's award-winning newsletter.

Dimitri  Zenghelis

Dimitri Zenghelis

Project Leader- Wealth Economy Project
Cambridge University

Dimitri Zenghelis is Project Leader for the Wealth Economy project on social and natural capital centred at Cambridge University and a Senior Visiting Fellow at the London School of Economics. He was until recently Head of Policy at the Grantham Research Institute at the LSE and Acting Chief Economist for the Global Commission on the Economy and Climate. Previously, he headed the Stern Review Team at the Office of Climate Change, London, and was a lead author on the Stern Review on the Economics of Climate Change, commissioned by the then Chancellor Gordon Brown. Before working on climate change, Dimitri was Head of Economic Forecasting at HM Treasury. He currently advises the Mayor of London and the UK Committee on Climate Change and was a Coordinating Lead Author for the UN Global Environment Outlook, GEO-6.

fallback

CHAIR & MODERATOR (1)

Algy Hall

Algy Hall

Associate Editor
Investors Chronicle

Algy Hall is an Associate Editor of the Investors Chronicle. He edits the magazine's weekly tip section and writes the stock screening column. He began his career in financial journalism in 1998 writing for Investment Trust Newsletter. He assisted the founding of Citywire where he wrote about shares being traded by shrewd investors. He joined Investors Chronicle in 2006.  

Agenda - 10th Sep

  • 4:00pm
    Registration
  • 4:30pm
    Welcome and Opening Remarks

    Algy Hall, Associate Editor, Investors Chronicle

  • 4:40pm
    Going unquoted for growth
    • Using investment trusts to access returns from assets like private equity
    • Reviewing current growth themes such as fintech
    • How to assess valuation of holdings and what's a reasonable premium/discount for the sector 

    James Norrington, Specialist Writer, Investors Chronicle

  • 5:00pm
    Frontier Markets: Expanding horizons, expanding returns?
    • Buenos Aires, Almaty, Reykjavik, Lagos – should investors allocate to Frontier Markets?
    • Offering growth in a growth-starved world, yield in a yield-starved world, and a lower volatility than the FTSE 100, Frontier markets stand out in today’s world

    Emily Fletcher will share her views and talk about how the team navigates these unique equity markets

    Emily Fletcher, Co-Manager, BlackRock Frontiers Investment Trust plc

  • 5:25pm
    Afternoon Refreshments
  • 5:50pm
    Finding growth in the right places
    • Are the foundations of this growth boom beginning to crumble?
    • Growth and risk: Does everyone need exposure to unquoted investments?
    • The theory of increasing returns
    • Diversification: Getting the right blend

    Lee Wild, Head of Equity Strategy, interactive investor

  • 6:15pm
    Investment risks and opportunities associated with a low carbon transition
    • Tipping points caused by low carbon transition
    • Highlighting strategic complementarities, reinforcing feedbacks and network/contagion effects and their impact on the risk of investors being caught the wrong side of a transition
    • Reviewing the potential of devalued or stranded physical, human and intangible assets
    • Concluding with risk-management and hedging strategy businesses and investors need to consider

    Dimitri Zenghelis, Project Leader- Wealth Economy Project, Cambridge University

  • 6:40pm
    Interactive Panel Discussion and Q&A with the audience

    Recapping themes covered throughout the evening, followed by questions from the audience

    Emily Fletcher, Co-Manager, BlackRock Frontiers Investment Trust
    James Norrington, Specialist Writer, Investors Chronicle
    Lee Wild, Head of Equity Strategy, interactive investor
    Dimitri Zenghelis, Project Leader- Wealth Economy Project, Cambridge University

    Panel Moderated by Algy Hall, Associate Editor, Investors Chronicle

  • 7:20pm
    Closing Remarks

PRESENTED BY (1)

Investors Chronicle has been helping investors make their money work harder for over 155 years. We are renowned for our market-beating share tips as well as comprehensive and independent coverage of the UK stock market. However, we cover more than just shares, a subscription to Investors Chronicle means that you can enjoy all of this:

■ Tips of the Week – uncover four exciting share or bond tips and a fund tip in your inbox by Friday morning

■ Weekly features on big investment themes such as emerging markets, commodities and how to boost income from your portfolio

■ Individual portfolios selected by our journalists: our 'Bargain Shares' value portfolio has beaten the market 13 times in 16 years; our 'Benchmark' momentum portfolio has made 92 per cent in five years and our 'Bearbull' income portfolio has made 196 per cent since 1999. (Past performance is not a guide to the future.)

■ Funds coverage - interviews with leading fund managers plus our in-depth research to help you find the best funds for growth and income

■ Tip updates – throughout the week on our website we publish sometimes as many as 15 – 20 updates on our past stock picks

■ Information you need to know when choosing your Sipp or Isa investments. We'll show the best ways to take advantage of tax-efficient savings vehicles

■ Economic analysis – we'll give you the bigger picture and understand the factors that affect your savings and investments

■ Trading ideas – 'The Trader' will show you with clear charts how she uses technical analysis to anticipate market moves and inform his trading strategy

■ Comprehensive companies coverage – we analyse hundreds of company results each year to help you conduct thorough research when making investment decisions

SPONSORED BY (2)

interactive investor (ii) is the UK’s number one flat-fee investment platform.

ii offers a wealth of unbiased information, analysis, tools and expert ideas to help customers make better informed investment decisions. ii’s award-winning trading platform provides access to an extensive choice of markets, instruments and currencies within Trading, ISA and SIPP accounts.

This comprehensive investing service is underpinned by a strong focus on delivering great value and helping customers take control of their financial futures.

 

Our revolutionary new subscription plans are innovative and competitive, featuring simple, flat fees and unique ‘trading credits’. In the past six months we have also delivered new customer tools, from our acclaimed, impartial Super 60 rated investments list to our award-winning app.

The completion of the Allliance Trust Savings acquisition cements our position as the market challenger in the UK direct-to-consumer marketplace and adds essential scale to support the on-going technology and talent investment needed to drive our customers’ service experience ever higher.

BlackRock

BlackRock helps investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of June 30, 2019, the firm managed approximately $6.84 trillion in assets on behalf of investors worldwide.

 

BlackRock World Mining Trust plc

The Company aims to provide a diversified investment in mining and metal assets worldwide, actively managed with the objective of maximising total returns. While the policy is to invest principally in quoted securities, the Company’s investment policy includes investing in royalties derived from the production of metals and minerals as well as physical metals. Up to 10% of gross assets may be held in physical metals and up to 20% may be invested in unquoted investments.

www.blackrock.com/uk/brwm

 

VENUE

Bracken House
1 Friday Street
London EC4M 9BT

fallback

CONTACT US

Rachel Padhiar
Events Manager - Retail and Personal Finance
Financial Times
Sarah Fal
Event Content Producer
FT Specialist
Claire Harris
Senior Marketing & Communications Manager
FT Specialist