Europe is a region of very modest growth its consistently behind the US and much lower then the emerging market titans, so what is the argument to invest in the region? On the panel to discuss:

• Mark Denham, Head of European Equities, Carmignac
• Dale Robertson, Fund Manager, Chelverton European Select Fund, Chelverton Asset Management
• James Sym, Fund Manager, European Equity Funds, River and Mercantile Asset Management

Learning outcomes:

With the US Presidential elections looming and markets still reeling from the covid pandemic, Quilter Investors take a look at the current economic environment in the US, the ongoing debate of growth vs value, and the role US equities play in a globally diversified portfolio. On the panel are:

• Stuart Clark, Portfolio Manager, Quilter Investors
• John Bailer, Manager of the Quilter Investors US Equity Income Fund
• Bob Kaynor, Manager of the Quilter Investors US Equity Small/Mid Cap Fund

How have Investment Trusts weathered the Covid storm and how are they positioned going forward? On the panel to discuss are:

• Olivia Markham, Co-Manager, BlackRock World Mining Trust plc, BlackRock
• Ben Mackie, Fund Manager, Hawksmoor Fund Managers
• Jeff O’Dwyer, Fund Manager, European REIT, Schroders

Learning Objectives:

1. The impact of Covid on mining stocks and property
2. Inflation risk moving forwards
3. A realistic level of income in this environment

What are the pros and cons of Thematic Investing and what impact is Covid-19 having on them? On the panel to discuss:

• Amanda O’Toole, Portfolio Manager, AXA Framlington Global Thematic Equities Fund, AXA Investment Managers
• Swetha Ramachandran, Investment Manager, GAM
• Tom Walker, Co-Head of Global Real Estate Securities, Schroders

Learning Objectives: