Newmarket Investor Conference
What will 2026 bring investors?
Book your place to join us for a rewarding half-day of investment ideas, the opportunity to take part at roundtable discussions and hear expert opinions at locations around the UK.
Regional Contact
Newmarket Investor Conference
Programme
Registraion & breakfast
Welcome address
Real Assets: Scarcity and growth in the AI revolution
With a favourable macro backdrop, and containing both AI diversifiers and AI beneficiaries, what can listed infrastructure and real estate do in a portfolio?
Global dynamic bond fund
Fixed income portfolio manager Craig Veysey introduces our upcoming fixed income capability and explains why bond markets’ historic repricing, energy volatility and growth risks make for a compelling entry point for active bond investors.
Global equities: where do we go from here?
Equities had three strong years thanks to rate cuts, fiscal stimulus and AI. But has the turmoil of 2026 created a different market? And if so, how where should equity investors look now?
Coffee break
Energy as a geopolitical weapon
We explore energy’s use as a geopolitical weapon, why energy security is quietly reshaping climate policy, and how investors can position for these trends.
Round table discussions with our portfolio managers
Buffet lunch & close
