South Coast Investor Conference

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.

Cutting through the Noise: A Differentiated Approach to Investing in Europe

Why cutting through market noise and staying focused on fundamentals, valuation, and long-term compounding is key to successful European equity investing.

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, 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