We would be delighted if you could join us for this virtual web conference, where we have gathered four experts to discuss themes that they think will play an important part in the world’s economic recovery.
Whilst the newspapers focus on the negatives, we asked our guest panellists to look on the bright side and divulge some of their unique insight into what excites them from an investment standpoint.
To view the entire 90 minute webinar, please click here or see the individual presentations below.
Paul Major, BB Healthcare
As a healthcare specialist, Paul is uniquely positioned to discuss the impact of US politics on healthcare and will also discuss timing for a normalisation of the wider Covid-19 situation.
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Ben Rogoff, Polar Capital
Ben has been a technology specialist for over 20 years so is well placed to illustrate some of the changes taking place in the sector today.
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Natalie Berg, NBK Retail
Those who attended our conference at the Oval will remember Natalie, who is a leading expert on retail. She expects an acceleration of many pre-pandemic trends and will describe what she thinks is the new normal for our high street.
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Tom Slater, Scottish Mortgage Investment Trust plc
Firmly believing that we live in a time of great progress, Tom talks passionately about the innovation taking place in the transport and auto sector and is backing the once fanciful idea of flying cars!
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Hear from JM Finn’s Hugo Bedford as he highlights some of the challenges the firm will be tackling for future generations.
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Finally, James Ayling from JM Finn’s research team puts some global macro-economic perspective around the sector specific presentations.
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To discuss any of the themes raised during this webinar, please contact your investment manager or get in touch with us here.
