MEET THE INVESTMENT STARS THIS WEEK

Plunging oil and commodity prices; sharp falls in China; turbulence across global markets. And through all this, confusion over central bank interest rate policy.

Huge mountains of debt still hang over many economies. After seven years of near zero interest rates, can savers look forward to better returns? Or has emergency monetary policy become a permanent feature of our age?

What of the mega trends –the implications of rapid technological change and the growing demands on key natural resources such as food and water?

How can small investors make sense of this?   Should we be using the recent falls in the mining and energy sectors as an opportunity to buy in at discounted prices?

Seldom have the risks and rewards for investors looked more daunting.

But help is at hand this week !

The 2015 Scotsman Investment Conference – ‘INVESTING FOR A NEW ERA’ – centres on these immediate but eternal issues – from capital protection to balanced portfolio management.

Over the years this conference has become an unmissable event for private individuals and professional advisers alike.

This week’s event at the National Gallery Edinburgh this Wednesday evening is no exception.

It offers guidance on all these issues and more.

A few tickets are still available – email conferences@scotsman.com or give the team a call on: 0131 247 6785.

 

Five top fund managers and analysts from leading investment houses will set out their views on the current state of global markets, their direction of travel – and what we should be buying and selling…

Veteran Scottish financial manager COLIN MCLEAN, co-founder and chief executive of Scottish Value Management, opens the conference. As former head of investment giant Templeton’s European operations and an expert in behavioural finance – the study of asset  bubbles and the ideas and forces that influence stock market behaviour –  Colin is well placed to set the scene  with a global market overview.

Wealth manager Investec  – the ubiquitous zebra with some £110 billion under management – is fielding JOHN WYN EVANS, Head of Investment Strategy to speak on pension planning and saving in a low yield, low interest rate era.  Income in retirement: can we have our cake and eat it?

BRUCE JENKYN-JONES of Impax Environmental Markets represents one of the most intriguing investment trusts specialising in the energy and environmental sectors, with a well- argued investment approach. The trust specialises in markets for cleaner or more efficient delivery of basic services of energy, water and waste and in companies which provide, utilise, implement or advise upon technology-based systems, products or services in environmental markets, particularly those of alternative energy and energy efficiency, water treatment, waste technology and resource management. Bruce will speak on environmental markets and the future of big oil.

ALAN PORTER of Edinburgh-based Martin Currie is well known in the Scottish fund manager community. He is portfolio manager of global income for the firm and head of the Securities Trust of Scotland investment trust, which aims to raise its dividend by 18 per cent over the next twelve months. Kepler, the independent advisory and asset raising boutique, recently selected Securities Trust of Scotland as their preferred choice for global equity income. The trust’s prospective 4.7 per cent yield is now one of the highest in the global income sector.

Finally, there will be keen interest to hear WILL JAMES, the highly regarded fund manager for Standard Life’ Investments’  £2.2 billion European Equity Income fund.

UK investors can have a love-hate relationship with European equities. What is the relation – if any – between EU/Euro zone economic performance and European equity performance? Is low growth Eurozone GDP a deterrent?  Portugal’s recent election result may stiffen hard Left anti-austerity resistance across Europe. Spain is holding elections in December. Greece still smoulders like a volcano. And the immigration crisis may topple Angela Merkel. So is Europe really the place to be for an investor?

 

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