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History may merely rhyme, rather than repeat itself, but it certainly often offers a neat sense of symmetry. When this magazine launched on 4 November 2000, air was hissing loudly out of the dotcom bubble. Today, with MoneyWeek’s 25th birthday imminent, stock markets are once again indulging in a bout of exuberance, possibly irrational, over a new technology. Meanwhile, globalisation and the liberal internationalist world order are being eclipsed by mercantilism and military conflict, while growth has stagnated in much of the developed world.
This is the context in which we are holding Turmoil, tariffs and Trump 2.0, this year’s annual wealth summit on 7 November. After an introduction from MoneyWeek editor Andrew Van Sickle and summit host Dominic Frisby, keynote speaker Dylan Grice of Calderwood Capital will focus on the challenges of this “high signal” environment, before we look at how to get to grips with the risks.
First, MoneyWeek columnist Rupert Hargreaves will lead a discussion among four top multi-asset investors: Charlotte Yonge of Troy Asset Management; Charlie Morris of ByteTree; Frank Ducomble of J. Rothschild Capital Management; and Jasmine Yeo of Ruffer. They will explore the role of stocks, bonds, gold, crypto and more in protecting and growing your portfolio.
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Then the agenda become more optimistic, reflecting the fact that for all the world’s intractable problems, there is always money to be made somewhere. Enter Dominic Scriven of Dragon Capital, who will make the case for Vietnam, which has been one of our favourite markets since 2005. Another of our favourites is Japan, and Nikola Takada Wood of Asset Value Investors will outline the corporate governance revolution there.
Baillie Gifford has a knack for finding outstanding growth, so who better than Ben James from the US Growth Trust to tell us how AI could reshape the world. There is also ample scope for long-term gains in India, the world’s fourth-largest economy, as Gaurav Narain of India Capital Growth Fund will explain.
MoneyWeek has liked gold since 2001 – but after the recent surge, are we near the end of the bull market? Gold experts Erik Norland of CME Group and James Proudlock of OptionsDesk will be the guests of contributing editor Cris Sholto Heaton for our lunchtime discussion. Meanwhile, some of our speakers will share their personal investing experiences with Kalpana Fitzpatrick, our digital editor, during the coffee breaks.
MoneyWeek Wealth Summit: afternoon sessions
After lunch, former editor John Stepek will discuss how to tackle the ongoing malaise in the UK stock market with Laura Foll of Janus Henderson and Law Debenture, before Charlotte Morris of Pantheon International explores opportunities in listed private equity. Gareth Powell of Polar Capital will then look at structural tailwinds for healthcare.
Our columnist David C. Stevenson will hear from Carlos von Hardenberg of MCP Emerging Markets, Martin Connaghan of Murray International Trust and Simon Barnard of Smithson Investment Trust about the global outlook. Are small caps and emerging markets set to rally after years in the shadow of US mega caps?
Many of our guests run investment trusts. These are our favourite type of fund – they tend to outperform open-ended funds and offer a better structure for holding illiquid and volatile assets. We expect volatility in the years ahead, and the ability to tolerate it will matter.
The afternoon will also see Merryn Somerset Webb, MoneyWeek’s founding editor, reflect on lessons from the past 25 years. China expert Diana Choyleva will explain how Beijing aims to reshape the world as it competes with the US. Economist, entrepreneur and award-winning author Dr Pippa Malmgren will argue that stablecoins could revolutionise the financial system in our afternoon keynote. MoneyWeek columnist Max King will wrap up with thoughts on why gloomy British investors should be more like optimistic Americans.
We hope to see you there – see moneyweekwealthsummit.co.uk for more details and to register. Thank you to our headline partner, Aberdeen; event partners India Capital Growth Fund, OptionsDesk, Polar Capital, QuotedData, RIT Capital Partners, Smithson Investment Trust and Vietnam Enterprise Investments; and association partner The Association of Investment Companies for their support.
Get the latest financial news, insights and expert analysis from our award-winning MoneyWeek team, to help you understand what really matters when it comes to your finances.
MoneyWeek is written by a team of experienced and award-winning journalists, plus expert columnists. As well as daily digital news and features, MoneyWeek also publishes a weekly magazine, covering investing and personal finance. From share tips, pensions, gold to practical investment tips - we provide a round-up to help you make money and keep it.
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