Income & Defensive Symposium

The Income & Defensive Symposium will explore the evolving landscape of portfolio construction contextualising recent market shifts. As central banks transition away from quantitative easing to control inflation and manage balance sheets, the resulting quantitative tightening is reshaping economic growth potential. Investors are now faced with a new environment of rising interest rates, where traditional income sources, such as cash and sovereign bonds, have re-emerged as viable options after a decade of suppressed yields. 

Why attend?

• Deepen your knowledge of defensive allocations and income generation with focused sessions on key strategies like fixed income, defensive equities, private credit, liquid alternatives, and real assets, offering a comprehensive view of how to protect portfolios and generate consistent returns.

• Enhance your investment decision-making process by participating in peer-led due diligence on twelve diverse defensive strategies, providing insights to improve portfolio construction and secure client outcomes.

• Earn CPD points across essential areas such as client care, regulatory compliance, technical competence, professionalism, and ethics, keeping you up to date with the industry's standards and best practices.

• Strengthen your ability to communicate effectively with clients about income generation strategies, utilising insights from adviser-led panel discussions, table conversations, and informal networking sessions.

• Enjoy a relaxed and engaging networking atmosphere during the press conference and drinks and canapes activity, offering the chance to connect with fellow advisers and industry professionals while building valuable relationships.

Up to 7+ CPD points available