Delivering Investment and Tax Alpha in Turbulent Times 2022 | Financial Times | 23 November 2022 | Online

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.

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

2022 Speakers

Camilla Searle
Portfolio Manager, HSBC Asset Management

Ima Jackson-Obot
Deputy Features Editor, FTAdviser

Mark Lambert
Head of Onshore Bond Distribution, HSBC Life (UK) Ltd

Sandra Corkhill
Chartered Financial Planner, Fairstone

Tony Wickenden
Managing Director, Technical Connection

2022 Sponsor

• HSBC Life (UK) Ltd