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    Delivering Investment and Tax Alpha in Turbulent Times

    24 November 2022 | 11am
    The quest for growth and income in a tax-efficient portfolio

    Presented by:

    In partnership with:

    ABOUT THE EVENT

    Over the past month, the UK economy has weathered many storms. Now, after several policy u-turns, we are set to welcome our fifth prime minister in six years against the backdrop of soaring inflation, an energy crisis and stagnating economic growth. 

    Already concerned investors are watching as sterling tanks to record lows, the Bank of England is potentially set to raise rates to 6 per cent in 2023 and equity markets attempt to price in the unexpected. But amid all this, bond yields are rising and are looking more attractive to investors seeking income-generating strategies.

    In this climate of macroeconomic turbulence and policy change, how do various investment strategies compare in providing growth or income objectives? Is there still a role for the traditional 60:40 portfolio model? What other asset classes might come to the fore as income and growth-generating strategies and how important is the effective use of the available tax wrappers?

    In this 50-minute webinar, our panel of financial experts come together to discuss various investment strategies, identifying the best approaches to tax-efficient planning, and how to optimise portfolio construction to help clients meet their goals.

    REGISTER NOW

    KEY REASONS TO JOIN

    UNDERSTAND

    how various investment strategies compare in lieu of recent tax legislation and macro economic change  

    CONNECT

    with leading financial leaders, from fund managers to financial planners and our expert journalists  

    DISCOVER

    how to optimise portfolio construction to help clients meet their goals, be that income or growth  

    SPEAKER PANEL

    speaker image
    CS
    Camilla Searle
    Portfolio Manager
    HSBC Asset Management
    speaker image
    IJ
    Ima Jackson-Obot
    Deputy Features Editor
    FTAdviser
    speaker image
    ML
    Mark Lambert
    Head of Onshore Bond Distribution
    HSBC Life (UK) Ltd
    speaker image
    SC
    Sandra Corkhill
    Chartered Financial Planner
    Fairstone
    speaker image
    TW
    Tony Wickenden
    Managing Director
    Technical Connection


    FTAdviser is the award-winning source of news and opinion for the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

    The strength of FTAdviser comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser team.

    FTAdviser can trace its history back to 1988 after the Financial Services Act 1986 defined for the first time the role of the independent financial adviser.

    Asset Allocator is a newsletter tailored to wealth managers, fund selectors and discretionary fund managers.

    The service’s proprietary fund and asset allocation databases, compiled using information provided by the UK’s leading DFMs, give readers unique insights into the issues that drive investment decisions.

    Contact us

    Speaking Opportunities

    Munira Rajkotwalla

    Content Editor, FT Specialist

    munira.rajkotwalla@ft.com 

    General Enquiries

    Claire Harris

     Head of Marketing, FT Specialist

    claire.harris@ft.com


    Sponsorship Opportunities

    Rachel Padhiar

     Commercial Director, FT Specialist

    rachel.padhiar@ft.com


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