Description
After the virus: Investing for the new normal
We are partnering with Master Investor to bring you a webinar focused on investing for the ‘new normal’. Dial in to this panel discussion to hear from James Faulkner, Catharine Flood and James Carthew and have the chance to ask them your questions.
Topics we’ll cover include:
– Coronavirus, lockdown and creative destruction
Some of the changes to our lives will be temporary but others may stay around for longer. In many ways, this crisis will act as a catalyst for change and accelerate many of the secular trends that were already observable before the virus hit. We explore what this means for investors.
– The new normal and the stocks that are benefiting
Many stocks have already seen their valuations race ahead as investors incorporate the potential long-term changes to society and the economy. We’ll look at some of the companies Scottish Mortgage holds in its portfolio and how they’re positioned to take advantage of these themes.
– Big tech: valuations, monopolies and regulation
The FAANGS have become even more powerful on the back of the fallout from Covid-19 – but does this make them a target for governments and regulators?
The webinar will take place on Tuesday 9th June at 4 PM
To register click here
Speakers
- James Faulkner
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Editor-in-Chief at Master Investor
James drew on his love of investing to pursue a career in financial media at t1ps.com, then part of the Rivington Street Holdings group of companies. James quickly progressed to become Editor-in-Chief of Master Investor and is responsible for all Master Investor content.
- Catharine Flood
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Corporate Strategy Director at Scottish Mortgage Investment Trust Plc
Catharine joined Baillie Gifford in January 2007 and is a Corporate Strategy Director for Scottish Mortgage Investment PLC and a Client Service Director within the Clients Department. She joined Baillie Gifford in January 2008 and is the client contact for Scottish Mortgage Investment Trust PLC. Prior to this role, Catharine specialised in the firm’s International Growth and Diversified Growth strategies, servicing institutional clients in North America and the UK. Catharine graduated BA in Law from Clare College, Cambridge in 1999. She spent a short period working in China before being called to the Bar of England and Wales in 2003.
- James Carthew
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Co-founder and head of investment company research at QuotedData
Founder and Head of Investment Company Research – James started his career at M&G in 1984 where he wrote research on a wide variety of UK companies and managed a number of UK equity funds as well as M&G’s Fund of Investment Trusts. From 2001-2010 he managed Advance UK Trust PLC, a global fund of funds that promoted good corporate governance within the closed-end fund industry. James is a non-executive director of several companies. He writes articles on the closed-end fund industry for various publications, including a regular column in Citywire, and sits on the judging panel for the Investment Company of the Year Awards. James also sits on the Marten & Co board.
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