The middle of June saw the RobMac investment team attending the Citywire Investment Conference up in Perthshire. This gives us an opportunity to speak to other IFA’s and Wealth Managers and to meet and quiz a wide range of investment fund managers including Baillie Gifford, Fidelity, JP Morgan, Morgan Stanley, Schroders and T. Rowe Price to name a few.
Investment funds covered ranges from USA, UK, overseas, equities, emerging markets, including and excluding China, European holdings, bond investing, the case for deep value and cyber security, health care, battling inflation, commodities, reducing carbon emissions and the outlook for the future landscapes and all of this with a strong emphasis on sustainability and what we need to be doing in order to secure the future of the planet.
The economic backdrop remains very difficult at the moment and much of this can be attributed to the war in Ukraine, rising interest rates, increased fuel costs and energy. Fears of recession and general hikes in food prices and cost of living but the message from the conference is clear – investing in a broadly based portfolio of assets and geographies set down for the medium to long term and with income reinvested offers the potential for capital growth over time. Often when things seem at their worst can be the best time to invest. The conference is time well spent.
As a footnote, I would remind clients who are holding off from making pension investments now that contributions still attract tax relief at your highest marginal rate. Don’t be put off by today’s headline news. These can be held in cash if you wish.
Robson Macintosh & Company Ltd.
15 Manor Place, Edinburgh, Scotland, EH3 7DH
Tel: 0131 226 6700 Email: firstname.lastname@example.org
Registered in Scotland No. - SC232903.
Registered office: 15 Manor Place, Edinburgh, EH3 7DH
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.