TALK: Keep calm and carry on - or time for a rethink? (featuring IBOSS)

Financial Advisers

Advice Firm Owners

Paraplanners

Our TALK webinars are designed to be an open forum, conducted in a Q&A style for lots of engagement.

AGENDA:

What are we talking about?


This year, adviser feedback has centred around two key themes:
Relative vs. absolute returns - and how each impacts clients and advisers differently - and the overwhelming uncertainty shaping markets today.

With factors like tariffs, currency fluctuations, geopolitical tension, and extreme return dispersion, one thing is clear: no one truly knows what’s next. In this kind of environment, diversification isn’t just smart - it’s essential. It’s also a time for maximum humility.

"Keep calm and carry on" remains generally sound advice, but the markets have shifted dramatically. For some investors, especially those chasing yesterday’s winners, "carrying on" could mean heading in the wrong direction.

We often say past performance isn’t a guide to future returns - so why does it still drive so many decisions?

In this webinar, Chris and Alasdair will explore the true cost of investing - risk, volatility, and the need to be comfortable with the price you’re paying. They’ll unpack why time horizon matters more than ever, and challenge the role of multi-asset portfolios when equities seem to dominate performance - but also expose investors to the full brunt of market swings.

What you'll learn:

  • The protective role of non-equity assets like bonds, commodities, and gold.
  • How drawdowns impact long-term returns.
  • Why sequencing risk is a concern for all investors, not just retirees.
  • And whether absolute return funds deserve a second look

Expect a frank, insightful, and highly practical conversation- full of ideas to help you guide clients through uncertain waters.

Wednesday 30th April

11:00 - 12:00

Online

1 hour CPD

Free

FEATURING:

Book Your Place

SPEAKERS:

Alasdair Wilson

Investment Specialist

Chris Rush

Investment Manager