Fund and Investment Management during volatile markets

Event information

The global reset in trading relations, geo-political tensions, sovereign debt crisis, challenges to the supremacy of the US dollar and bloated asset valuations have created the perfect storm for financial markets.

In this webinar, sector experts M&G Wealth will explain how their Treasury & Investment Office has interpreted recent events and deliver their insights on implications for the future.

The session will consider how managing diverse asset classes with a disciplined approach can manage volatility so that investment portfolios remain resilient and aligned to meet long-term objectives.

Key benefits

• Insights from sector experts into the drivers of the current market instability.
• Learn how a robust investment process can help manage market turbulence and mitigate investment risk.
• Learn how fund and investment managers strategies to help mitigate unnecessary risk during volatile markets.
• Opportunity to ask questions and speak with the experts after the session.

About the speakers

Amy Kibblewhite, Investment Specialist, M&G Amy is an Investment Specialist within M&G’s Treasury and Investment Office, a 75-strong team responsible for ~£158bn of assets under management. Amy has over 8 years of experience at M&G plc and is a qualified Chartered Financial Analyst (CFA). She is an expert in her field and is responsible for helping financial advisers and other professionals with market commentary and how M&G can assist them and their clients.

Paul Mcgregor, Financial Adviser, M&G Paul is a Chartered Financial Planner who lives in the Lake District and is a Fellow of the Personal Finance Society. He is the Managing Director of Pursuit Financial Planning, M&G Firm of the year and a Top-Rated Firm with VouchedFor. Paul uses Financial Planning to help clients get and keep the life they want. This is done using cashflow modelling to show clients where they are heading financially. Then, providing any financial advice necessary to achieve this, leveraging M&G’s expertise.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.

In partnership with

 

 

M&G plc is an international savings and investments business, managing money for around 5 million retail customers and more than 800 institutional clients in 26 markets. As at 30 June 2024, we had £346.1 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 170 years, M&G plc has a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. We serve our savings and insurance customers under the Prudential brand in the UK and Europe, and under the M&G Investments brand for asset management clients globally.

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The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

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