Amber River True Bearing

March Investment Seminar

Providing advice on Wills, Trusts, Legacy Planning and Power Of Attorney
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Our Investment Seminars are provided by

Amber River True Bearing

With financial planners covering the North West of England

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Assurance House, Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE

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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesAmber River True Bearing › Investment Seminar Summary

The seminar took place on Thursday 7 March 2024, at the Dunkenhalgh Hotel.

If you weren’t able to join us, we’ve provided a brief overview of what was covered by our Portfolio Managers from Liontrust. You can also watch the summary video by James Klempster, Deputy Head of Multi Asset at Liontrust.

If you have any questions, please speak to your Adviser or get in touch with us using the details provided.

Current outlook

  • Challenging economic, social and geopolitical uncertainties
  • Markets and portfolios have moved sideways awaiting central bank pivot
  • No signs of the recession fears forecast at the beginning of the year
  • Inflation seems to have peaked and continue to ease
  • Central banks are committed to keeping interest rates higher for longer
  • Unemployment remains resilient & the consumer continues to spend
  • Contracting globalisation is a secular theme bringing a higher cost of capital
  • We are ready to maximise the recovery when it arrives
  • Holding cash for long term investors brings the perils of market timing
  • The brutal bond repricing has resulted in far better prospects for long term balanced portfolios
  • Recovery to previous valuation peaks gain traction when central banks act rather than talk

  • Source: Liontrust, March 2024

Next seminar:

Our next seminar takes place on 6 June 2024 at the Park Royal Hotel, Stretton, Warrington, WA4 4NS.

  • 4.00pm Reception with tea, coffee and cakes
  • 4.30pm Presentation commences
  • 6.00pm Presentation closes
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Book your place now

Please sign up online, call the office on 01257 833 400 or email contactus@amberrivertb.com to secure your place.

Small, but important print

Amber River True Bearing is a trading name of True Bearing Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 486512. http://www.fca.org.uk/register

We adhere to the FCA’s principles of Treating Customers Fairly (TCF) Read more.

Registered in England. Registered Number 4806442. Registered Office: Assurance House Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE.

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