mallowstreet University Dinner: Global equity investing at a time of rising bond yields

With inflationary pressures building, Trump taking the presidential oath and negotiations on Brexit, the year ahead promises much uncertainty. What does this mean for equity markets? The environment for quality growth investors has been positive over recent years, but a rotation in the market has seen value stocks start performing. Is this trend likely to continue?

Over dinner, Simon Edelsten, lead portfolio manager of the Artemis Global Select strategy, will lead a discussion on the medium term opportunities in this space and how to access real returns.

Speakers

Program

  1. Guest arrival and welcome drinks

  2. Dinner served

  3. End