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Fidelius Investment Update with Pacific Asset Management

Samantha Kay, our Investment & Product Research Manager, is joined by Will Thompson and Will Bartleet of Pacific Asset Management to obtain their views on markets and how this has impacted their portfolios over the course of the year. The session also concludes with a brief market outlook which hopefully will provide a degree of reassurance during this volatile time.

Fidelius Market Update with Liontrust

In light of 2022 being an increasingly challenging year for markets Samantha Kay, our Investment & Product Research Manager, is joined by James Klempster, Duty Head of Multi-Asset at Liontrust, to discuss the complexities of the prevailing economic and market backdrop. During this session, James shares his views on what has happened in markets so far this year, and how this has translated through to the portfolios in which they manage.  The session concludes with James’ view on the outlook going into year-end and further into 2023.

Navigating Uncertainty - Why Diversification in your portfolio matters more than ever

This session includes an introduction to our Centralised Investment Proposition and provides an insight into what Samantha Kay, our Investment & Product Research Manager, and her team have been up to during the recent market volatility. We are also joined by guest speaker Will Bartleet, who is Chief Investment Officer at Pacific Asset Management for a market update as events unfold in Russia and Ukraine, and his views of the importance of diversification in portfolios. The session concludes with a live Q&A.

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