New Generation Investing - strategies for an uncertain world

Investing against a background of persistently low interest rates presents new challenges, especially for people looking for long-term income. We start this session by reviewing investment theory to get a core understanding of how markets operate. We consider the role of diversification in managing portfolio risk and the impact of investor psychology on portfolio returns. We wrap up this section by considering persistent anomalies that appear to contradict the theory.

The session concludes with a discussion around future investment direction, drawing on our research into long-term socio-economic trends such as the rise of robotics; the changing nature of work; the effects of an aging population and the continuing demand for scarce resources and their implication for long-term investing.

The masterclass is likely to be interesting to investors at all stages but particularly those at or approaching retirement.

Date: 19 September 2018

Time(s): 08.15 for 08.30

12:15 for 12:30

Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

The Masterclass will last around two hours with questions and discussion.

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Ormiston Families MPower project to support parents who have had a child taken into care.

Register here

Upcoming Masterclasses...

Patient Capital Investing

14 November 2018

Is investing in small, fast growing businesses a fast-track to untold riches or simply gambling by another name? This session uncovers the reality of Early Stage Investing.

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Behavioural Insights

5 December 2018

Theories from the field of Behavioural Economics are being used increasingly by governments, regulators and companies to 'nudge' us towards the right decision - in their eyes at least. This session explores the foundations of this emerging field of study.

Find out more and book

What people have to say about previous events....

The masterclass at Chadwicks, for me is a fantastic way to boost my knowledge in an important field which I often feel the effects from, yet seldom get to learn about. A wonderful setting at the enterprise centre, amongst like-minded company.

Andy Davies | Business Development | Green Duck

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Finance and Operations Director | Jarrold Norwich