Our GROW events take place once a quarter and are designed to give you a varied range of CPD all in one go.

Agenda

New tax year opportunities – The Verve Group

In this session, our Financial Planning Specialist, Grant, will explore the planning options available in this tax year following the Autumn and Spring changes to the pensions and tax landscape.

Learning outcomes include:

• To understand the main changes that apply in this tax year.
• To look at ways in which you can apply these changes in planning scenarios.

Where next for the global economy? – Fidelity

Anna Stupnytska sets out Fidelity’s global macroeconomic outlook, highlighting the key themes impacting investors. Global growth dynamics have improved and China’s re-opening is a tailwind, but questions remain about the trajectory of major economies, where central banks continue to play a leading role in shaping the prospects for 2023 and beyond. As focus turns to the debate on a hard versus soft landing for the global economy, Anna explains why a hard landing is a more likely scenario and outlines the team’s latest thinking on market implications over the coming months.

Benefits of Real Estate Investment Trusts (REITs) – Timeline

This session will cover the findings from a new research paper from Timeline that examines the diversification benefits of Real Estate Investment Trusts (REITs), and property investments in general, within a traditional multi-asset portfolio.

In the session we will:

• Define property investment types and analyse their characteristics relative to the broad equity market.
• Compare the risk premiums of REITs relative to an equity/bond portfolio.
• Quantify the direct and indirect exposure to property in a broad equity index.

The findings of this research contribute to the ongoing discourse on the potential advantages of diversifying with REITs and property investments in a globally diversified investment portfolio.