Central banks are swiftly adjusting interest rates away from quantitative easing to curb inflation, prompting investors to reassess risk as cash and sovereign bonds offer traditional returns, particularly beneficial for retirees. However, persistent inflation drivers and global economic shifts may necessitate innovative capital deployment strategies, especially amid changing asset class correlations and potential equity headwinds.

The Symposium aims to aid wealth managers in crafting defensive portfolios generating resilient income by exploring diverse viewpoints on asset repositioning in a new income landscape.

During the event, we will:

• Refine actionable solutions for the trends emerging across defensive assets in order to balance out portfolios against volatility. 

• Improve your understanding and ability to inform clients of the opportunities to provide resilient income without drawing down an excess of assets. 

• Build your connections across the wealth management community during table discussions and the post-event cocktail function. 

• Earn 6+ CPD points as part of your ongoing professional development during 2024. 

• Leverage community due diligence on curated investment solutions through formal and informal questioning of managers on their strategy and what role it can perform in a portfolio. 

6+ CPD points available.