South Coast 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 Contacts
South Coast Investor Conference
Agenda
Registration & breakfast
Welcome address
Growth and Diversity in Asia & Emerging Markets
The demographics, expertise and breadth of growth drivers in Asia & emerging markets are attractive opposite a changing West. Which stocks translate them into growth and income?
New: Fixed Income from Guinness Global Investors
Fixed Income portfolio manager Craig Veysey introduces our upcoming Global Dynamic Bond capability and explains why bond markets’ historic repricing, energy volatility and growth risks make for a compelling entry point for active bond investors.
Real Assets: Essential & Irreplaceable
With a favourable macro backdrop, and containing both AI diversifiers and AI beneficiaries, what can listed infrastructure and real estate do in a portfolio?
Coffee break
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?
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
Buffet lunch and event close
